How do I configure Master Data Management (MDM) on my system?

The system provides organisations with the ability to configure additional areas where information can be entered, depending on their individual requirements.

Administrators can configure master data management (MDM) for the following areas:

• Community > People > Profile > Information
• Community > Organisation > Profile > Manage > Information
• Assets Module > Asset > Additional Information (bottom of the screen)
• Contracts Module > Contract > Dynamic Data (bottom of the screen)

What steps do I need to follow to set up MDM?

1. Go into Administration > Data > Modules

2. You will be brought to a page that is virtually identical to Forms Builder. The principles of setting up MDM are largely the same as well. Scroll down in the left box, and click on "Add Module". The right box will populate with fields needed to create a Module, which is comparable to a form catalogue.

Set the Type as "MDM", and then click on Add:

3. Once the Module has been added, scroll down in the right box, and click on Tabs >  Add 

4. The right box will populate with fields needed to create a Tab, which is comparable to a form. Configure all necessary details, and click on  Add 

5. Once the Tab has been added, scroll down in the right box, and click on Pages >  Add 

6. The right box will populate with fields needed to create a Page. Configure all necessary details, and click on  Add Page 

7. Once the Page has been added, scroll down in the right box, and click on Region >  Add 

8. The right box will populate with fields needed to create a Region. Configure all necessary details, and click on  Add 

9. Once the Region has been added, scroll down in the right box, and click on Items >  Add 

10. The right box will populate with fields needed to create an Item, which is comparable to an item you would add to a form. The Item will need a Label to designate what exactly this piece of information is about.

11. Scroll down in the right box for further options. Select "Yes" under "Show in Contact Centre" if you would like this piece of information to be available when searching for a customer in Contact Centre (assuming this MDM is for People Details).

12. Select the appropriate Item Type for this piece of information (e.g. Text Field or Text Area). Configure all necessary details, scroll back up, and click on  Add 

13. You will now need to assign this Module to a specific aspect within the system. Go into Administration > Data > Configuration, select the appropriate Module, and map it to the relevant system area.

Click on  Save  to apply the changes.

14. When you now go into the relevant system area, you will be able to add further information, as configured by yourself within MDM. The following screenshots are examples from Community > People > Profile > Information