Overview

The Master Data Overview is the central entry page of the Master Data area. It bundles all master data areas – such as users, locations, business partners, customers, vehicles, mobile devices, incidents, articles/products and others – in one place and takes you directly to the respective detail page with a click. The page serves as a navigation and orientation aid; no data of its own is recorded here.

1. Navigation

The Master Data Overview is accessible via the main menu under Master Data. It opens as the start page of the area and shows all available master data areas.

2. Tile Overview of the Master Data Areas

The overview presents the individual master data areas as clickable tiles in a multi-column grid. Each tile represents one master data area and links to its detail page.

• The tiles are grouped into five categories: People & Customers, Locations, Vehicles & Equipment, Operations & Setup and Goods & Cargo.
• Each master data area appears exactly once. Areas that have been moved to the new interface open the new page directly; the earlier version is offered neither in the overview nor in the navigation search.
• The arrangement is in several columns, so that all areas appear clearly next to one another.
• Clicking a tile opens the associated master data page.

In this way you reach the desired area with a single click, without having to find your way through several menu levels.

3. Role- and Module-Dependent Display

Only those master data areas are shown that you are allowed to access with your current role and the enabled modules.

• Role-dependent: Depending on the permission (e.g. administrator, dispatcher or user with master data permission), different tiles are visible. Areas for which you do not have permission are hidden.
• Module-dependent: Some areas only appear if the associated module is activated for your tenant (e.g. load unit management, location documents, position rules or dangerous goods).
• Group-dependent: When the active group is changed, the displayed selection of areas updates automatically according to the permissions applicable there.

Note: If you cannot find an expected area, you may be missing the corresponding permission or the associated module is not activated. In this case, contact your administrator.

4. Favourites (Star Marking)

Each tile has a star symbol with which you can mark the respective master data area as a favourite.

1. Move the mouse pointer onto the desired tile.
2. Click the star symbol to mark the area as a favourite.
3. Clicking the star again removes the marking.

The favourites are saved per user and are retained even after logging out. This way you can find frequently used master data areas more quickly.

Favourites that you previously set for the preview version of a migrated page are carried over automatically and now open the new page.

5. Notes

• The Master Data Overview does not retrieve any data in the background; it serves exclusively for navigation between the master data areas.
• The actual recording and maintenance of the data takes place on the detail page of the respective area.
• The visibility of the tiles always depends on your role, the active modules and the currently selected group.