Appendix A — Master Data Dependencies

Reference Document  |  Audience: Admin, Owner

---

Overview

This appendix shows how master data entities depend on each other. Set up entities from top to bottom — an entity cannot be created until its dependencies exist.

---

Dependency Tree

Countries                               ← standalone; create first
  └── States                            ← depends on Country
       └── Sites                        ← depends on Country; optionally State
            └── Locations               ← depends on Site; parent Location
                                          (hierarchical: Building → Block → Floor → Zone → Room → Sub Location)

Departments                             ← standalone

Asset Categories                        ← standalone; self-referencing hierarchy (parent category)

Asset Statuses                          ← standalone

Asset Conditions                        ← standalone

Manufacturers                           ← standalone
  └── Models                            ← depends on Manufacturer

Suppliers                               ← standalone
     (optionally linked to: Asset Categories, Locations, Transaction Types)

Activity Types                          ← standalone

User Groups                             ← depends on Users (for members)

Checklist Templates                     ← standalone

Cost Templates                          ← standalone

Roles                                   ← standalone
  └── Permissions                       ← system-defined; assigned to Roles

Users                                   ← depends on: Departments, Locations, Roles, Users (Reporting Manager)

─────────────────────────────────────────────────────────────
OPERATIONAL ENTITIES (depend on master data above)
─────────────────────────────────────────────────────────────

Assets                                  ← depends on: Categories, Statuses, Conditions,
                                           Locations, Departments, Manufacturers, Models,
                                           Suppliers, Users

Floor Plans                             ← depends on: Locations

RFID Readers                            ← depends on: Locations, Reader Types, Floor Plans

Reader Types                            ← standalone

Vehicles                                ← depends on: Manufacturers, Models

Workflow Templates                      ← depends on: Roles, Users (for approval levels)

Schedules                               ← depends on: Activity Types, Assets, Locations,
                                           User Groups, Cost Templates, Checklist Templates

Audit Requests                          ← depends on: Categories, Statuses, Conditions,
                                           Locations, Departments, Users

Transfer Requests                       ← depends on: Assets, Locations, Departments, Users, Vehicles

Disposal Requests                       ← depends on: Assets

---

Recommended Setup Sequence

Order	Entity	Prerequisites
1	Countries	(none)
2	States	Countries
3	Sites	Countries, States
4	Locations	Sites
5	Departments	(none)
6	Asset Categories	(none — self-referencing)
7	Asset Statuses	(none)
8	Asset Conditions	(none)
9	Manufacturers	(none)
10	Models	Manufacturers
11	Suppliers	(none — optional links to Categories, Locations)
12	Activity Types	(none)
13	Checklist Templates	(none)
14	Cost Templates	(none)
15	Roles	(none)
16	Users	Departments, Locations, Roles
17	User Groups	Users
18	Assets	Steps 4–11, 16
19	Workflow Templates	Roles, Users
20	Everything else	As needed

---

Key Dependency Rules

Rule	Detail
State → Country	A State must belong to a Country
Site → Country	A Site must have a Country; if a State is selected, it must belong to the same Country
Location → Site	A Location can optionally belong to a Site
Location → Parent	A Location's parent must be the immediate parent type (e.g., Floor's parent must be a Block)
Model → Manufacturer	A Model must belong to a Manufacturer
Asset → Category	Every asset must have a Category
Asset → Status	Every asset must have a Status
Asset → Location	Every asset must have a Location
User → Department	Every user must be assigned a Department
User → Location	Every user must be assigned at least one Location
User → Role	Every user must have a Role
User → Reporting Manager	Every user must have a Reporting Manager (another User)

---

Back to: Index · Master Data Configuration