Configuring Core

Select from the following to help configure the Core functionality:

Roles and permissions

The permissions applicable to the Core module are described in the following table:

Permission…	Allows users to...
Address	View, create and update address details.
Agency	View, create and update agencies (that is: suppliers, manufacturers and so on).
AgencyApproval	Approve agencies.
AgencyReport	Run the Agency Report (Weekly Timesheet Report). This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
AgencySiteCode	View, create and update agency site codes.
Asset	View, create and update assets.
AssetReferenceData	View, create and update Assets reference data.
AssetSystem	View, create and update asset systems (for example: heating systems).
AuditLog	Run the audit log. This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
Building	View, create and update buildings.
BuildingReferenceData	View, create and update Building reference data.
BusinessGroup	View, create and update business groups (that is: logical organisational structures).
BusinessUnit	View, create and update business units.
BusinessUnitReferenceData	View, create and update Business Units reference data.
Calendar	View, create and update the Calendar.
CancelAnyOfflineBooking	Cancel any offline booking data.
Component	View, create and update components.
ComponentReferenceData	View, create and update Component reference data.
Composite	View, create and update composites.
Contact	View, create and update contact records. Refer to Manage Contacts for further information.
ContactManager	Access Contact Manager.
CoreReferenceData	View, create and update Core reference data.
CoreReport	Access the core reports. This requires the Full permission level.
CreditNote	Create credit notes.
Document	View and upload documents.
Drawing	View and upload CAD (computer aided-design) drawings.
EmployeeCalendar	View, create and update Employee Calendar events. Refer to Use the Employee Calendar for further information.
Floor	View, create and update floor records.
IncludeArchivedInSearch	Search for archived records.
Notebook	View, create and update notes.
NotificationList	View any workflow steps or alerts that are pending interaction by the user.
Pictures	View and upload pictures.
PropertyDetailReport	Print the Property Detail report.
PublicTemplatesManagement	Edit public navigation configurations.
RecordConfidenceIndicator	View, create and update user Record Confidence Indicators against an entity.
RecordConfidenceIndicatorManager	Mark user Record Confidence Indicators as complete.
RestrictionAndWarning	Access Restriction and Warning.
RestrictionAndWarningReferenceData	View, create and update Restriction and Warning reference data.
Room	View, create and update room data.
RoomReferenceData	View, create and update Rooms reference data.
SchoolDetail	View, create and update pupil on roll records.
Site	View, create and update site records.
Unit	View, create and update unit records.
UnitReferenceData	View, create and update Unit reference data.
UserOption	Access user options.
VisitsRegister	View the Visits Register.
Zone	View, create and update zone records.

Refer to Managing Roles for further information.

System settings

The Core group in System Options (accessed by navigating to Tools > System Options and then clicking the System Options button) contains the settings for the Core module.

Reference data

The following reference data groups are applicable to the Core module (accessed by navigating to Functions > Core > Reference Data):