Core data | Create, edit or delete

Contents

• Navigation
• Create a new property, building or unit
• Edit existing core data
• Delete core data
• Archive objects
• Add further information

Navigation

The Core data function in the Allthings Cockpit enables the structured and centralised management of your real estate objects. Here you record and organise basic information on properties, buildings and units – the foundation for numerous functions such as issue management, the communication centre, bookings or the documents area.

The core data overview can be displayed in two different views. Use the toggle at the top of the page to switch between views:

• Tree view – hierarchical display of all properties, buildings and units; ideal for navigating the structure and editing individual entries in detail.
• Table view – tabular overview of all properties with the most important information at a glance; ideal for bulk edits and a quick overview of your entire portfolio.

In both views, the data follows the same hierarchy:

• When you open Core data, you will first see all properties to which you have access with the "Core data | Manage core data" permission.
• Select an app to display only the properties of the selected app.
• Clicking on a property displays all associated buildings.
• Selecting a building shows all units contained within it.
• One more click on a unit or the selected building takes you to the detail view. There you can manage, among other things, Rental periods, Ownership periods, Residents, Activation codes and specific Unit information.

The table view in detail

The table view lists all properties in a structured table. The following columns are visible by default:

You can customise the displayed columns individually. To do so, click on the column menu (⋮) in a column header and select "MANAGE COLUMNS" or "HIDE COLUMN". Via the same menu you can also sort, filter or pin columns.

Your sorting, filters and column selection remain saved until you change them manually or use "Reset settings" in the column menu – even after reloading the page.

To show archived properties, activate the "Show archived data" toggle at the bottom left of the table.

Create a new property, building or unit

1. Open the Allthings Cockpit.
2. Navigate to "Core data" in the Cockpit menu.
3. Click the blue "+" button at the top to create a new property.
4. Select the correct app and add all required information (property name, ownership, building management, status and optionally language).
5. Click "Save".
6. Within the newly created property, you can add buildings by selecting the property, then clicking the blue "+" button again, entering the required information and saving.
7. To create units, select the corresponding building, click the blue "+" button there, add the required information and save.

Important: Please note that properties, buildings and units that have been imported via an interface cannot be changed in the Cockpit.

Edit existing core data

To edit existing properties, buildings or units, click on the name of the entry in the table view to switch to the detail view. There you can edit all information directly.

In the table view, certain fields – such as Ownership, Building management, Status and Language – can also be edited directly in the table row:

1. Click on the checkbox of the row(s) you want to edit.
2. Click on the field you want to edit.
3. Make the desired changes.
4. Click "Save" to apply the changes.

Edit multiple entries simultaneously (bulk processing)

In the table view, you can edit multiple properties at the same time:

1. Activate the checkboxes to the left of the desired rows, or select all rows using the checkbox in the table header.
2. Click on one of the selected rows to open the editing area.
3. Make the desired changes.
4. Click "Save changes for selection".

Important: Do not close the browser tab while a bulk operation is running. If you close the tab during processing, the selected data may not be fully updated. Properties, buildings and units that have been imported via an interface cannot be changed in the Cockpit.

Delete core data

Objects can be archived by setting time periods, but can also be permanently deleted. To delete objects, it is important that all subordinate objects have already been deleted beforehand. Otherwise a message such as "The property contains buildings and cannot be deleted" will appear. In addition, all associated tickets in issue management should be closed first.

To delete a building or unit, proceed as follows:

1. Navigate to the relevant property, building or unit.
2. Open the detail view by clicking on the name of the entry.
3. Scroll down in the detail view and click "Delete building" or "Delete unit".
4. Confirm the process in the confirmation dialogue.

To delete a property, proceed as follows:

1. Close all existing rental and ownership periods within the property.
2. Close all units within the buildings.
3. Close the buildings within the property.
4. Once all subordinate elements have been closed, you can delete the property.

This process ensures that properties are not accidentally deleted.

Important: Please note that deleting objects can lead to the silent removal of info articles, articles in the marketplace and lending area, micro-app settings, visibility settings and tags.

Archive objects

Instead of deleting objects, you can also archive them by adjusting the status or editing the object's time period and entering an archiving date.

1. Open "Core data" in the Allthings Cockpit.
2. Navigate to the detail view of the unit with the active period.
3. Edit the "Status" field of the object you want to archive.
4. Under "Status", set an archiving date to archive the object.

Note: All tickets and periods assigned to the object must be closed beforehand. To show archived properties in the table view, activate the "Show archived data" toggle at the bottom left of the table.

Add further information

For each building and unit, additional information can be stored, such as status, rental and ownership periods as well as residents and activation codes.

• Core data | Manage rental and ownership periods
• Core data | Manage the status of objects
• Core data | Invite residents via Core data