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Main Menu

The main menu is the central starting point for navigating and managing your data in Upkeep Solution.

Data Hierarchy​

Upkeep Solution organizes data in a clear hierarchy:

Company > Property > Matrix / Test / Document

  • A company contains one or more properties (buildings, estates)
  • Each property can contain multiple matrices, tests, and documents

Tree Navigation and Overview​

Main Menu

The main menu consists of the following areas:

  • Baumnavigation (Tree Navigation, left) — Displays all companies and properties in a collapsible tree structure
  • Schnellsuche (Quick Search) — A search field above the tree structure for quickly finding companies and properties by name
  • Detailbereich (Detail Panel, right) — Shows information and actions for the selected item
  • Zuletzt besucht (Recently Visited) — A list of recently opened properties for quick access

Editing a Company​

Edit Company

Select a company in the tree navigation to display its details in the right panel. Here you can:

  • Change the company name
  • Upload or replace a company logo
note

Editing company data requires the role Firmenadministrator (Company Admin) or higher.

Editing a Property​

Edit Property

Select a property to manage its settings. The following functions are available in the detail panel:

  • Eigenschaften (Properties) — Edit name, address, and other master data of the property
  • Gruppen (Groups) — Assign the property to one or more groups
  • Externe Benutzer (External Users) — Manage external testers and editors
  • Verschieben (Move) — Move the property to a different company
  • Vorlagen (Templates) — Manage templates for matrices and inspections

Property Groups​

Property Groups

Groups allow you to categorize and filter properties. They function like tags:

  • Create any number of groups per company
  • Assign a property to one or more groups
  • Filter the tree navigation by groups to quickly find relevant properties
tip

Groups are particularly useful for organizing properties by region, building type, or responsibility.

External Users​

External Users

External users are people outside your company who need access to specific properties. You can assign the following roles to external users:

  • Tester — Can perform inspections on the mobile app
  • Bearbeiter (Editor) — Can also edit matrices and elements

To manage external users:

  1. Open the desired property
  2. Navigate to the Externe Benutzer (External Users) section
  3. Click Benutzer hinzufügen (Add User) to invite a new external user
  4. Select the desired role
info

External users only have access to the properties they have been explicitly assigned to — not to the entire company.

Matrix Management​

Matrix Management

Matrices are the core of Upkeep Solution. They contain all fire protection elements of a property along with their requirements and status.

Versioning​

Matrices support versioning with two states:

  • Aktuell (Current) — The active, editable version of the matrix
  • Eingefroren (Frozen) — A locked version that can no longer be modified

Matrix Versions

When you freeze a matrix, a snapshot of the current state is created. You can continue working while the frozen version is preserved as a reference.

For each version, you can add version notes to document the reason or context for the version.

Matrix Detail Panel​

The following actions are available in the matrix detail panel:

  • Öffnen (Open) — Open the matrix in the matrix view for editing
  • Dokumente herunterladen (Download Documents) — Export the matrix as PDF or Excel
  • Auftauen (Unfreeze) — Make a frozen version editable again
  • Archivieren (Archive) — Archive a version that is no longer needed
  • Löschen (Delete) — Permanently remove a matrix
warning

Deleting a matrix is permanent and cannot be undone. Deleting requires at least the Projektleiter (Project Manager) role. Frozen versions can only be deleted by Firmenadministrator (Company Admin) or higher.