Master Data

Master Data is a repository of your association's records where you can add or edit records, as well as manage the attributes of these records.

Add/Edit Records

When you upload a hierarchy file, the data is available in the Master Data section of Global Settings. You can also add a single record:

1. Go to Global Settings > Setup > Master Data. Currently, three data types are supported: Locations, Employees, and Agents.
2. Click the desired data type. The Records display for the selected data type, along with the Attributes on a separate tab.
3. Add or Edit:
   • Add - Click Add New Master Data Entry. A blank form displays with the current attributes. See Hierarchy Attributes for information on entering these attributes.
   • Edit - Click the desired record. The record data displays in a form for editing.
4. Click Save to complete the process and return to the Records tab.

Add/Edit Attributes

1. Go to Global Settings > Setup > Master Data. Currently, three data types are supported: Locations, Employees, and Agents.
2. Click the desired data type. The Records display for the selected data type, along with the Attributes on a separate tab.
3. Click the Attributes tab. The Required and Additional attributes display.
4. Add or Edit:
   • Add - Click Add New Attribute. A blank form displays to enter a Name, Key, and Data Type. See Hierarchy Attributes for information on attributes.
   • Edit - Click the desired attribute name or Edit icon (). The attribute data displays in a form for editing.
5. Click Save to complete the process and return to the Records tab.