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Manage master data

Master data contains the following user information. The data appears as select options when you add a single user.

  • Position: The user’s position in the company
  • Security Level: The user’s security level related to their access of company data
  • Site: The user’s work site

Adding master data

To add a new value for master data, complete the following steps:

1. Navigate to Advanced > Master Data.

2. In the "Category" area, select a category between Position, Security Level, and Site.

3. In the "Master Data" area, click Add.

4. In the “Add Master Data” window, enter the data information.

  • Category: The data category that you selected in step 2 is pre-entered.
  • Key: Enter a key or code.
  • Value: Enter a value.
  • Select or not: Select the value to be the default in the data category.

NOTE— If you want to add additional reference codes, click Reference Code > and add a reference code.

5. Click Save.

Modifying master data

To modify master data, complete the following steps:

1. Navigate to Advanced > Master Data.

2. On the “Master Data” page, select a category and search for the value you want to modify.

3. Click the checkbox for the value you want to modify and click Modify.

4. In the “Modify Master Data” window, modify the existing information.

5. Click Save.

Deleting master data

To delete master data, complete the following steps:

1. Navigate to Advanced > Master Data.

2. On the “Master Data” page, select a category and search for the value you want to delete.

3. Click the checkbox for the value you want to delete and click Delete.

4. In the "Delete" window, click OK.

  • The keys provided as master data by default cannot be deleted.