Settings
System Overview
The Settings module defines the core system-level configurations that support consistent data management and behavior across all CAFM modules. From this section, administrators can configure currencies, define parameters for asset monitoring, maintain configuration lists for dropdowns, and import structured datasets via CSV.
Navigation: Sidebar → Settings
Key Capabilities
Quick Start Guide
- Access the Settings Module
Navigate to: Sidebar → Settings. Review the available pages: Currency, Parameters, Configurations, and Import CSV. - Review Currency Setup
Open Currency. Confirm the base currency (USD) and verify any additional currencies and exchange rates are correctly defined. - Define Parameters
Open Parameters. Create key measurable values (temperature, humidity, voltage, pressure) aligned with your asset types. - Configure System Lists
Open Configurations. Define dropdown values for contract types, skill sets, asset criticality, and other reusable lookups. - Prepare and Use Import CSV
Open Import CSV. Download templates, fill in data according to structure and validation rules, and import carefully. - Limit Access to Administrators
Ensure only authorized admin users can modify Settings. Establish a process for requesting and approving changes.
Module Guide
Manage currencies and exchange rates for financial consistency across contracts and reports.
Define measurable values (temperature, pressure, voltage) for asset monitoring and IoT readings.
Manage dropdown lists: contract types, skills, criticality levels, work order reasons, and more.
Bulk import users, assets, equipment, and inventory using predefined CSV templates.
Persona Use Cases
System Administrator
- Configure base values (currencies, parameters, configurations)
- Manage import templates and oversee data imports
- Ensure settings align with security and governance
CAFM / Implementation Consultant
- Map organizational structures into configurations
- Prepare and import bulk datasets for onboarding
- Standardize labels and naming conventions
Finance / Commercial Team
- Rely on correct currency and exchange settings
- Use standardized contract configurations
- Review financial data consistency
Operations / Engineering Lead
- Provide input on monitoring parameters
- Define skill sets and criticality levels
- Review configuration standards
Key Notes
Administrative Only
Settings should be managed only by users with administrative privileges to avoid misconfigurations and unintended impacts on operational modules.
Change Control
Changes in Currency, Parameters, or Configurations can affect multiple modules at once. Implement a simple change-control process: request, review, approve, apply.
Standardization First
Agree on naming conventions and structures before populating Configurations and Parameters. This avoids later clean-up and confusion in reports.