The following is required when users need additional or 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.

In Framework Administration

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

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, to add a concrete supplier to the Entity list, with a prefix of their cost code (this makes identification within the logistics tablet solution much easier for the Construction Supervisor), follow the below example.

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

In Framework ECM (Administration Module)

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

To do this, open Framework ECM, and navigate to the Administration Module (not the Admin Application). From the side bar, select Entity, then Entity. (Note: The list will be populated with the Entity Roles seen within the Framework Administration application).

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

Note: the above image displays only one Entiry Role in the list, this is for instructional purposes only; your list will display our default Entity Roles and potentially other custom roles.

From the next 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.