Entering Master Data
Before you can start working with the software, you must first enter the master data. This data serves as the foundation for filters and classifications throughout the system.
Prerequisites
A completed basic configuration.
1. Creating a Location
- Go to Locations and click New.
- Enter a Location Code and Location Name. (The name often references the physical city or site of your organization.)
Create at least one location, even if your organization has only a single site.
2. Creating a Department
- Go to Departments and click New.
- Enter the Department Name of the department and link it to a Location.
Tip: Keep it simple initially by starting with main departments (e.g., Office and Operations). You can always expand or further break down this overview later.
3. Adding Employees
- Go to Employees and click New.
- Enter the Employee ID and Full Name of the employee, and select the Department where they work.
Add a small number of employees during the initial setup to see how the data processes and displays in the system.