Company Setup
This explains how to configure core company settings in the Setup module of BLDON, including Company Details, Organization Departments, Designations, Qualifiers, and the Holiday Calendar.
Setup Module Overview
The Setup module is where you configure organization-wide master data used across BLDON.
From here you can: • Maintain company information such as logo, address, and contact details. • Define departments and organizational levels. • Configure archival rules and material behavior. • Define standard employee designations and qualifiers. • Maintain the company holiday calendar.
These settings are typically configured once during implementation and updated only when your organization structure changes.
Company – Edit Company Details
Use the Edit Company Details screen to manage the primary company information that appears across the system.
In the left navigation menu, select Setup, then choose Company, and then click Edit Company Details.
This opens the Company Details page, where the current logo and company information are displayed.
Fields in the Company Details Page
Company Logo – Click the edit icon above the logo to upload a new image or replace the existing one.
Company Name – Enter the legal name or the trading name of your organization.
Phone – Provide the primary contact number for your company.
Website – Enter your official website URL, if available.
Employee Count – Specify the approximate number of employees in your organization.
Address – Add your company’s full address, including city, state, and country.
Email – Provide the general contact email used for company communication.
Account Name – Internal account identifier used specifically for your BLDON environment.
Organization Departments
From the left navigation menu, go to Setup, then select Company, and then choose Organization Departments.
The Department tab opens by default, displaying a list of all departments in your organization.
Each row shows the Department Name and Description, with actions to edit or delete. Click + ADD to create a new department, enter the department name and description, and save.
Level Tab
Use the Level tab to define organizational levels (for example: Level 1, Manager, Director). These levels can later be associated with employee designations.
In the Organization Departments section, open the Level tab.
The page displays all existing levels along with their Name and Short Name.
Click Add to insert a new row. Enter the level name and short name, then click the checkmark icon to save the new level.
Archival Tab
The Archival tab controls how long tasks and files are kept before being archived or deleted.
• Archive Task Delete After – Number of days after which archived tasks are permanently deleted. • Trash file delete after – Number of days items remain in the trash before they are automatically removed.
Enter the desired number of days and click SAVE to apply your archival policy.
Material Tab
The Material tab defines behavior related to materials in assemblies.
• Allow duplicate Material in Assembly – When enabled, the same material can appear multiple times within a single assembly. When disabled, each material can only appear once per assembly.
Define Employee Designations
Designations represent the job titles or positions within your organization (for example: Engineer, Project Manager, Sales Executive). Each designation can be linked to an organizational level.
From the left navigation menu, go to Setup, then choose Company, and then select Define Employee Designation.
The Designation screen will open, displaying all existing employee designations along with their assigned level and description.
To create a new designation: • Click + ADD to open an inline row. • Enter the Designation Name. • Select the associated Level from the dropdown. • Optionally provide a Description. • Click the ✓ icon to save or the ✕ icon to cancel.
Edit Qualifiers
Qualifiers are tags used to classify employees or users (for example: user, executive, manager, FieldAdmin). These are referenced in other modules such as Security and User setup.
From the left navigation menu, go to Setup, then select Company, and choose Edit Qualifiers.
The Qualifiers screen will open, displaying each qualifier along with its Name and Description.
To add a qualifier, click + ADD, enter the Name and Description, then click ✓ to save. Use the edit and delete icons in the Action column to maintain existing qualifiers.
Define Holiday Calendar
The Holiday Calendar defines company holidays that may be used for scheduling, capacity planning, or attendance management.
Navigate to Setup, then Company, and select Define Holiday Calendar.
The Holiday Calendar List displays all existing holidays. You can use the search bar to filter holidays by name or date.
Click ADD HOLIDAY to create a new holiday entry.
Create Holiday Calendar – Field Details
In the Create Holiday Calendar popup:
Holiday Name – Enter the name of the holiday. This field is required.
Date – Select the date of the holiday. This field is required.
Notes – Add an optional description or internal note.
Recurring – Enable this option if the holiday occurs every year on the same date.
Click CREATE to save the holiday, or CANCEL to close the popup without saving.
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