How to add, maintain and delete an entity.

Oxford dictionary definition of an entity: noun (plural entities) a thing with distinct and independent existence.
Entities you can add to the system are: Access Level, Asset, Customer, Project, Province, Rate Type, Stakeholder, Stakeholder Position, System User. (Arranged alphabetically below.)

Adding, maintaining and deleting an Access Level:

*Things to remember before adding a new access level:
• The manager and Admin clerk must have administrative privileges to add the different Access Levels.
• The Admin clerk is logged into the system and has the required permission to add a project.

STEPS:

Step 1: Selecting manage Access Level tile on the admin screen will take you to the Access Levels tab on the Admin Screen.

Step 2: Navigate at the numbers which is the id of the access level and the description will then be shown for that id and all the dependent information will be shown on the tables below. Use the arrows to move the functions you want the selected access level to have from the all functions table to the selected functions table.

Step 3: The add new button will automatically add a new entry to the access levels, where you just have to add a description and select functions then click the save button to save this new access level. The save button also saves any changes you made to existing access levels. The delete button deletes the selected access level if it has no dependencies.

Adding, maintaining and deleting an Asset:

*Things to remember before adding a new asset:
• A Vehicle must have a valid licence in order to be allocated to a project.
• A Plant must have a valid licence in order to be allocated to a project.
• A Plant must have a valid construction permit to be used in a specific province.
• A Plant must be assigned an operator in order to be allocated to a project.
• A Vehicle must be assigned an operator in order to be allocated to a project or a delivery.
• An Asset can either be available, or on a project, or in for maintenance, or on delivery, or without an operator, or broken. (Asset States)
• The Maintenance Manager wants to add a new asset, is logged into the system and has the required permission to add an asset.

STEPS

Adding a new asset:

Step 1: Click on the Add Asset Tile. The Vehicle tab on the New Asset Screen will show. You can also click on the tabs right below it to switch to add equipment or add plant.

Step 2: The asset information that you can add in the fields provided, such as the asset make and model. The asset rate will be different depending on which type of asset you selected in the left side tabs. Fill out the Vehicle information before saving the new asset. The fields shown will also depend on which type of asset was selected from the tabs.

Step 3: Clicking on the Save Asset button will save the new asset you have filled out information for.

Maintaining asset:

Step 1: Manage Asset after selecting an asset from the search asset screen. Manage Asset tab on the Asset Screen will show.

Step 2: After clicking on the Save button, the System User information which is edited will be saved. After clicking the Delete button, the database record of the System User will be deleted, but the stakeholder information will not be deleted.

Adding, maintaining and deleting a Customer:

*Things to remember before adding a new customer:
• A customer requests to be added on the system. In this instance the admin clerk will specify the new customer’s personal information.
• The customer gives his/her consent to receive system generated emails.
• A company can have many operational managers.
• The company intends to start projects within the borders of South Africa.
• DLM constructions defines all customers under a specific company.
• Only operational managers and admin can access DLM constructions web based system.

STEPS

Adding a new customer:

Step 1: Adding a New Customer after clicking on the Add New Customer Tile. Add Customer tab on the New Customer Screen will show.

Step 2: The customer information that you can add in the fields provided. Fill all the fields out before saving the new customer.

Step 3: The Save Customer button will save the new customer you have filled out information for.

Maintaining a customer:

Step 1: After clicking on the manage customer tile and selecting a customer from the customer search, the Manage Customer tab on the Customer Screen will show.

Step 2: The customer information you can edit in the fields provided. The fields is auto filled by the customer information you selected in the search. The project information table shows projects connected to the selected customer.

Step 3: The Add Project button takes you to the new project screen. Once a new project has been created for the selected customer, it will show in the project information table.

Step 4: The Add Stakeholder button takes you to the new Stakeholder screen. Once a new Stakeholder has been created for the selected customer, it will show in the customer Stakeholder information table.

Step 5: The save button saves all the information you edited about the customer. The delete button deletes the selected customer.

Adding, maintaining and deleting a Project:

*Things to remember before adding a new project:
• The project’s location must be within the legal boundaries of DLM Construction since project assets can have multiple locations.
• Resources must be assigned immediately after creation of a project since the manager uses this information to determine possible future projects.
• The manager has received an email with a customer’s request for a project to lease an asset/s for a specific period of time.
• The Admin clerk is logged into the system and has the required permission to add a project.

Adding, maintaining and deleting a Province:

*Things to remember before adding a new province:
• The manager and Admin clerk must have administrative privileges to add the different Province.
• The Admin clerk is logged into the system and has the required permission to add a project.

Adding, maintaining and deleting a Rate Type:

*Things to remember before adding a new rate type:
• The manager and Admin clerk must have administrative privileges to add the different Rate Types.
• The Admin clerk is logged into the system and has the required permission to add a project.

Adding, maintaining and deleting a Stakeholder:

*Things to remember before adding a new stakeholder:
• A stakeholder is any person that has an influence on , or is influenced by DLM constructions.
• The manager wants to add a new stakeholder on the system.
• An admin clerk is logged into the system and has the required permission to add a stakeholder.

Adding, maintaining and deleting a Stakeholder Position:

*Things to remember before adding a new stakeholder position:
• The manager and Admin clerk must have administrative privileges to add the different Stakeholder Positions.
• The Admin clerk is logged into the system and has the required permission to add a project.

Adding, maintaining and deleting a System User:

*Things to remember before adding a new system user:
• The system-user gives his/her consent to receive system generated emails.
• The manager wants to add a new stakeholder on the system.
• An admin clerk is logged into the system and has the required permission to add a stakeholder.
• System-user must be registered as a stakeholder on the system.
• System-user must have a valid email to receive system generated notifications.