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Adding a New Municipality

Adding a New Municipality


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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)

 

  1. Open the Administration module using the Framework Explorer icon

  2. Click on the Entity tab on the left-hand side bar, then select the Entity folder, and find Municipality in the list of available entity roles.

  3. Click on the New button on the bottom right to add a new Municipality once you have selected the entity role.

  4. Click YES to create a new entity (municipality) not already set up in Framework

  5. Select 'Corporation' and click OK to add the details of the Municipality

  6. 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.


  7. If there is a specific contact at the Municipality, click on the New icon on the toolbar of the Contact tab.


    A) Select as a person.
    B) Add in Name and address details.


    C) Select OK to add the contact.


  8. Click OK on the entity dialog.

  9. Select 'Yes' to add the entity role of Municipality to your newly created entity.

  10. Select 'OK' to add the role.




  11. Your newly created municipality will now be in the list available throughout Framework ECM.