Database
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Overview
The Database viewer gives non-administrative users access to company data. With this tool, users can view, create, and edit company asset data.
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- Technically speaking, the displayed data consists of collections and elements stored in the Cotalker platform.
- Elements are usually referred to as assets because they can represent a company's tangible and intangible assets.
- The Database viewer only displays assets selected through the Database panel.
- Each company can create and group assets into collections according to its needs.
- Assets are defined by their internal information, which is usually divided into the following categories:
- general information,
- custom information,
- related assets,
- related channels,
- associated surveys
Accessing the Database Viewer
To access the Database viewer:
- A. From the Main Menu, select Database.
- B. The Collections panel appears within the Database viewer.
- C. Select a collection from the list.
- D. The elements/assets contained within the chosen collection appear in the panel.
Asset Viewer
After selecting an asset (element) from within a collection, the asset viewer window pops up.
The asset viewer gives admins and non-administrative users access to element information and tools in one place.
In summary, from the asset viewer, you can:
Other actions:
- D. Close: Closes the settings panel without saving changes. Clicking outside the asset window will also bring you back to the database viewer.
- E. Deactivate/Activate: Makes the element available or unavailable in the collection.
- F. Save: Saves the element with the latest changes made.
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- The asset viewer can be accessed through the Elements settings panel or the Database viewer.
- Reports & actions can only be created or edited when accessed through the Elements settings panel.
- Assets are no longer available once deactivated. Only a user with access to the Administrative Panel can reactivate the asset.
Create Asset
To create a new asset (element):
- A. From the Main Menu, select Database.
- B. The Collections panel appears within the Database viewer.
- C. Select a collection from the list.
- D. Press the + to create a new asset (element) to open the Create settings panel.
The Create settings panel appears as shown below:
Options:
- 1. Closes the settings window.
- 2. Saves the element with the current settings.
Settings:
- A. General information: Basic element information and associated child elements.
- B. Additional fields: Set or edit additional field values.
- C. Associated surveys: This field is empty until the element is saved and associated with a survey.