Councils (municipalities) that are commonly used can be added into Framework so they can be allocated to individual jobs.
A Municipality is added to Framework via the Administration Module (within ECM)
- Open the Administration module using the Framework Explorer icon
- Click on the Entity tab on the left-hand side bar, then select the Entity folder.
- Click on the New button on the bottom right to add a new Municipality
- Click YES to create a new entity (municipality) not already set up in Framework
- Select 'Corporation' and click OK to add the details of the Municipality
- On the General tab, add the following details (where appropriate/applicable)
A) Name/Reference, ACN/ABN/GST details.
B) Street address of office.
C) Contact details. - If there is a specific contact at the Municipality, click on the New icon on the toolbar of the Contact tab (create a contact as per the steps for adding an address)
A) Select as a person.
B) Add in Name and address details.
C) Select OK. - Click OK on the entity dialog.
- Select 'Yes' to add the entity role of Municipality to the entity created just now.
- Select 'OK' to add the role.
- Your newly created municipality will now be in the list available throughout Framework ECM.
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