.. raw:: html .. role:: heading :heading:`Master Data Management` .. role:: bolditalic Administrative List -------------------- 1. From the Sidebar of the control center, click the administrative list sub menu under the Master Data menu, add or modify an existing administration or delete an existing administration. .. image:: ../assests/image60.png :alt: Administrative Lis :width: 100% 2. To add a new administration, click the ADD NEW button. Next, select the administration level and fill all the mandatory fields. Finally, click the Save button to add the administration. .. image:: ../assests/image53.png :alt: Add Administration :width: 100% 3. To delete or edit an existing administration, click the Edit button next to the administration, Once data is updated click on the :bolditalic:`Save` Button .. image:: ../assests/image54.png :alt: Deleting Administration1 :width: 100% 4.To delete click the Delete button. Next, confirm you are deleting the administration by clicking the OK button in the pop-up window. .. image:: ../assests/image55.png :alt: Deleting Administration2 :width: 100% .. image:: ../assests/image56.png :alt: Deleting Administration3 :width: 100% Administrative Bulk Upload ---------------------------- 1. Click on the :bolditalic:`Bulk Upload` Button .. image:: ../assests/image57.png :alt: Bulk Upload Image :width: 100% 2. Select the attribute if you want to inlude or click on the :bolditalic:`Download` Button. Click the Prefilled administrative list for downloading the template with already updated data. .. image:: ../assests/image58.png :alt: Bulk Upload image1 :width: 100% 3. To see the pre-filled administrative data export requests click the :bolditalic:`Administrative Download` submenu . Click the :bolditalic:`Download` Button to download the spredsheet data. .. image:: ../assests/image59.png :alt: Bulk Upload image1 :width: 100% Manage Attributes ------------------- 1. From the Sidebar of the control center, click the attribute sub menu under the Master Data menu, add or modify an existing attribute or delete an existing attribute. .. image:: ../assests/image61.png :alt: Attribute image1 :width: 100% 2. To add a new attributes, click the ADD NEW button. Next, select the attribute type and fill attribute name. Finally, click the Save button to add the attribute. .. image:: ../assests/image62.png :alt: Attribute image2 :width: 100% 3. To delete or edit an existing attribute, click the Edit button next to the attribute, Once data is updated click on the :bolditalic:`Save` Button, For deleting the attribute Click :bolditalic:`Delete` Button. Next, click on the confirmation popup window for deleting attribute. .. image:: ../assests/image63.png :alt: Deleting Administration1 :width: 100% .. image:: ../assests/image64.png :alt: Deleting Administration1 :width: 100% .. image:: ../assests/image65.png :alt: Deleting Administration1 :width: 100% Manage Entities ----------------- ========================== Add, Delete and Modify ========================== 1. From the Sidebar of the control center, click the Entities sub menu under the Master Data menu, add or modify an existing entity based on their fields or delete an existing entity. .. image:: ../assests/image66.png :alt: Entity :width: 100% 2. To add a new entity, click the ADD NEW button. Next, fill all mandatory fileds. Finally, click the Save button to add the entity. .. image:: ../assests/image67.png :alt: Entity :width: 100% 3. To delete or edit an existing entity, click the Edit button next to the entity, Once data is updated click on the :bolditalic:`Save` Button, For deleting the entity Click :bolditalic:`Delete` Button. Next, click on the confirmation popup window for deleting entity. .. image:: ../assests/image69.png :alt: Entity :width: 100% .. image:: ../assests/image68.png :alt: Entity :width: 100% .. image:: ../assests/image70.png :alt: Entity :width: 100% 4. To add a new Entity Type click the :bolditalic:`Entity Types` sub menu from the Master data menu in Sidebar. To add a new entity type click on :bolditalic:`Add New` Button. .. image:: ../assests/image71.png :alt: Entity Type :width: 100% 5. Next Fill the name of the entity type and click on :bolditalic:`Save`. .. image:: ../assests/image72.png :alt: Entity Type :width: 100% 6. To delete or edit an existing entity type, click the Edit button next to the entity type, Once entity type is updated click on the :bolditalic:`Save` Button, For deleting the entity type Click :bolditalic:`Delete` Button. Next, click on the confirmation popup window for deleting entity type. .. image:: ../assests/image74.png :alt: Entity Type :width: 100% .. image:: ../assests/image73.png :alt: Entity Type :width: 100% .. image:: ../assests/image75.png :alt: Entity Type :width: 100% =============== Upload Entities =============== The Upload Entities feature has advanced capabilities to add multiple entities simultaneously, making it more efficient: 1. Click the :bolditalic:`Bulk Upload` button .. image:: ../assests/entities-upload-1.png :alt: Entity upload step-1 :width: 100% 2. Download the entities template if you don't have one. otherwise, upload your existing entities data directly. .. image:: ../assests/entities-download-1.png :alt: Entity download step-1 :width: 100% 2.1 Select administrative if you want the template to *contain a prefilled administration list*. .. image:: ../assests/entities-download-2.png :alt: Entity download step-2 :width: 100% 2.2 Uncheck *prefilled administration list* if it is not necessary. .. image:: ../assests/entities-download-3.png :alt: Entity download step-3 :width: 100% 3. Drag and drop or browse to upload the entities data file .. image:: ../assests/entities-upload-2.png :alt: Entity upload step-2 :width: 100% 4. Once the entities data is successfully uploaded, there are two options: * **Upload another file**: Upload another file that you want to upload. * **Back to the control center**: Go back to the home dashboard. .. image:: ../assests/entities-upload-3.png :alt: Entity upload step-3 :width: 100% Manage Organizations ----------------------- 1. From the Sidebar of the control center, click the Organisations sub menu under the Master Data menu, add or modify an existing Organisation or delete an existing Organisation. .. image:: ../assests/image76.png :alt: Downloading Data :width: 100% 2. To add a new Organisation, click the :bolditalic:`ADD NEW ORGANISATION` button. Next, fill all mandatory fileds. Finally, click the Save button to add the Organisation. .. image:: ../assests/image77.png :alt: Downloading Data :width: 100% 3. To edit an existing organisation, click the Edit button next to the organisation, Once data is updated click on the :bolditalic:`Update Organisation` Button. .. image:: ../assests/image78.png :alt: Downloading Data :width: 100% .. image:: ../assests/image79.png :alt: Downloading Data :width: 100% 4. For deleting the organisation Click :bolditalic:`Delete` Button. Also make sure that no user is associated with the deleting organisation. Next, click on the confirmation popup window for deleting organisation. .. image:: ../assests/image80.png :alt: Downloading Data :width: 100% .. image:: ../assests/image81.png :alt: Downloading Data :width: 100%