Object management quickstart

To get you up and running with setting up object management in your organisation using Gfacility, this quickstart guide has been put together. In it you’ll discover how to configure object management quickly and easily.

How Object management works

Object management is based on authorisations, filters, and templates.

• Authorisations: Define with authorisation groups what users may do and see within an object.
• Filters: Set with main filters which objects a user may view.
• Templates: Determine with templates which fields are visible within an object.

Sketching the configuration

Before you start configuring, it is wise to sketch out the desired object management setup. Use a standard template to define which questions and statuses you want to capture per object.

Performing the configuration

Creating an authorisation group

Create authorisation groups and define their rights. Later on you can assign templates and filters to these groups to determine which objects they can create and see.

Configuring master data

When configuring templates you will come across standard reference fields. Configure these first before creating templates. Think of:

• Organisations: structure to assign objects to organisational units.
• Locations: structure to assign objects to locations.
• Classifications: structure to classify objects.
• Workgroups: assigning objects to workgroups.
• Users: assigning objects to responsible handlers or users in use.
• CI types: CI type that the workflow/statuses are derived from.

Configuring templates

Once all master data has been configured, you can set up the templates.

Configuring custom fields

Want to capture additional information not present in the standard templates? Use custom fields to make this information available.

Configuring main filters and public filters

Configure the right main filters to determine which users may view which objects. Then use public filters to adjust the display of information the way you want. This way you optimise access to and presentation of object information within your organisation.