Setup Process

Use this process to set up Property Report types, Property Item types, Jurisdiction types, Storage location types, and the security permissions to use the property management functions.

 

We recommend you do this in the following order:

  1. Actions and Movements – Set up Action types, Movement Types, and Movement Directions.

  2. Set up Jurisdictions – A Jurisdiction is an organisational area, usually geographically based, that contains several locations with storage facilities for property, assets, and equipment.

    This part of the process is usually only done once for the whole system unless a new jurisdiction arises or is merged with another.

  3. Set up Storage Locations for each Jurisdiction – Jurisdictions have one or more storage locations. A storage location is a secure physical facility that can be used to store physical items.

    Storage locations can be represented as a hierarchy of containers like rooms in a building, a filing facility in a room, a shelf in a filing facility, a bin on a shelf, a container in a bin.

    Storage locations will be set up initially for the whole system.

    Storage locations can change according to demand for space to store property items.

    Storage locations can only be deleted if they or its sub-locations haven't been used to store items.

  4. Case-based Locations – Users with appropriate rights can also set up locations that are only used by a case.

  5. Define Property Entity Types – Set up Property Entity Types as sub-types of Property Reports.

    For example, Homicide Evidence Report.

    Do the same for Property Items.

    For example, Homicide Exhibit.

    Set up relationships between these entities and other types of entities.

  6. Security Permissions – Set up appropriate security permissions for:

    • Property management functions to manage Action types, Movement types and Directions, Jurisdictions and Storage locations.

    • Create, Change, Delete, Reporting, Wizard Access and Search functions for the Property Report and Property Item types and subtypes defined in the previous stage.

      These changes will allow the Users, Roles, Teams and Designations you have authorised to use the Property menu options (Create, Search and Activities options) on the main menu.

  7. Use Property Management – Start using the property management functions you've set up.