Setting up Data Structure Setup Node
This section explains how to set up the information in the Data Structure Setup grouping node which includes:
System Modules
Functionality is loaded into the system through various modules (grouping nodes and functional nodes).
Data Cube Definitions
A data cube definition is a query tool you can use to extract data and display it on dashboards.
Data Definitions
Data definitions describe how data is entered and stored. The definition consists of:
- The data type (whether it is an alphabetical string or a number),
- The data size (in number of characters for strings), and
- The input method (from a text box, pull-down menu, radio button, or check box).
You must create data definitions before you specify the data elements for forms. A data definition can belong to one of the following categories:
- Basic: Predefined or user-defined Data Definitions that contain all Data Definitions except the Cost Code definitions.
- For the SYS User Date Format Data Definition, the data set supports the 24-hour time format. In the User Preferences form, under the Regions tab, the field Date Format uses SYS User Date Format Data Definition.
- Cost Codes: Displays the type of cost code (fields that define the structure of the Cost Codes) specified in uDesigner for the project. The type of cost code available for Projects (Standard) is CBS.
- Data Picker: Data pickers work with business processes logs and can be used to fetch items from across multiple shells and configurable managers that function across a shell hierarchy. The purpose of a Data Picker is to make it easier for users to choose records:
- From a business process log
- From a class in a configurable manager that operates across shells
- For auto-creation across shells
A data picker log, when defined accordingly, can contain navigation structure that makes it easier for users to choose records to work with.
In operation, a data picker navigates to a specific business process, shell, or configurable manager and then extracts the records to display on the data picker list (by using pre-defined Query conditions that were included on the data picker).
- Line Item Data Picker: This is a system-defined Basic data definition.
Data Elements
A Data Element is a field, and it is defined by using a Data Definition. A Data Element consists of a name and label. The forms that the users see are filled by data elements. A data element can be:
- A text box, where the user types in information
- A pull-down menu of choices (also known as a picker), such as dates or names
- A radio button, where the user must select one of the options presented
- A check box, where the user has the option of choosing something or not
Data Views
Provides a view of data obtained via SQL query. It allows access to all Unifier database tables in a company registry (registry dependency ensures data security). Data Views enable administrators to design and deploy custom reports (program- and shell-level), create user-defined reports (UDRs), and utilize data as a source for Data Cube Definitions in dashboards.
Dynamic Data Sets
A dynamic data set is comprised of a "set" of data elements where one data element, known as Master Data Element, controls the values and behavior of other data elements in the set.
Reports
The System and Custom Logs report modules are loaded by the Site Administrator.
Statuses
Statuses are created in the Data Structure Setup node and indicate the position of an asset, line item, record, and tag at any point in the business process, such as “approved,” “pending,” or “closed.” The status is what drives the workflow from one step to the next.
- Assets Statuses: An asset status controls which assets are displayed on an Asset class sheet, instead of impacting the disposition of a business process or line item like other statuses.
- Line Item Statuses: A line item status is the status of the line item that belongs to a business process record.
- Record Statuses: At each transaction, the user must apply a status to the record. Each business process produces at least one, and sometimes many, transaction records during its workflow.
ER Views
Provides a tabular view of Data Elements and Data Definitions used in modules.
In This Section
Working with System and Configurable Modules
Last Published Saturday, July 13, 2024