The following is required when users would require the addition of new entity roles, such as those not already captured in the default list, or in the case of a construction logistics rollout.

To do this, you will need to have the Framework Administration application installed. If this is not installed, you will need to contact your systems administrator so that this can be arranged.

In Framework Administration

Once available, launch the application, and login with your Framework ECM login.

From the side bar, select 'RMS', then the Static Data working folder.

From this static list, select the entity role option. This will populate with your current list of available entity roles within Framework ECM, so long as they are not inactive.

Press the new button (bottom right of screen), and you will be provided a new list item dialog.

Using this dialog, you should enter the following information.

• Region/division (if only applying to one, all region/divisions for all)
• Name
• Reference
• Notes (if applicable/needed)

You may leave the other items blank.

As an example, I would like to add in a concrete supplier list, with a prefix of their cost code for easy identification within the logistics tablet solution.

Press OK to create the new entity role. This list will now appear under Entity/Entity in Framework Administration.

In Framework ECM (Administration Module)

Next, we must create the default entities (unknown/not applicable) so that these entity lists can be chosen from.

To do this, open Framework ECM, and navigate to the Administration Module (not the application). From the side bar, select entity, then entity. This will populate with the same list as you had previously within the Framework Administration application.

Select the newly created entity role (i.e. 260 - Concrete Supplier), and hit 'new'. 

Note: the singular entity role displayed in this list is only for instructional purposes, and your list will be much greater.

From the dialog presented, hit the NO button to select an entity already established in the system. The reason we do this is to utilise the Framework standard Not Applicable and Unknown entities.

From the entity search dialog, you should choose an existing role for Not Applicable and Unknown (in two steps). These by default are both under Not Applicable existing role, or individually under Not Applicable and Unknown.

Select OK once you have selected the appropriate entity (either [Unknown] or [Not Applicable])

Press yes to add the role to the entity

The only thing you would need to change here is the same as before, only update the region division if it only applies to one specific region/division.

Once this is complete you should have two entities against this entity role, as below

Once this is complete, you can assign additional entities to this entity role, such as those integrated via supplier integration.