Custom Configuration

Custom Configuration provides basic settings that can be applied to the current site. If you have configured priority, job class, and work order type at the company level on the Service Management module of General Settings page, you can select them on this page.

You can use it to:

• Configure job class, priority, work order type, work order actual time, and inspection QR code scanning.

Term	Description
General	Configurations here apply to Work Order, Inspection, and Maintenance Plan sub-modules.

Edit General Tab

Edit Job Class of Work Order and Priority of Work Order and Inspection Plan

1. Click "Edit".

2. Select the "Job Class" and "Priority" you want to configure for the current site.
**Note:** The default priority option is selected from the "Service Management" module in "General Settings". This means you can add client-level priority names from the Service Management module, and then select the priority for this site on this page. The default priority selected at the client level must also be selected at the site level. You can add client-level job class names from the Service Management module, and then select the job class for this site on the Custom Configuration page.

3. Click "Save"

Edit Work Order Configuration Tab

Edit Work Order Type

1. Click "Edit"

2. Select the "Work Order Type".
**Note:** You can add client-level work order type names from the Service Management module in General Settings, and then select the work order type for this site on this page.

3. Click "Save"

Edit Work Order Tag

1. Click "Edit"

2. Select the work order tags for this site.
**Note:** Tags are configured on the General Settings - Service Management page.

3. Click "Save"

Configure Work Order QR Code Scanning

1. Click "Edit"

2. Toggle the "Work Order QR Code Scanning" button.
**Note:** This determines whether an operator needs to scan the equipment code to start or complete a work order.

3. Click "Save"

Edit Inspection Configuration Tab

Edit Inspection Plan Tag

1. Click "Edit"

2. Select the inspection plan tags for this site.
**Note:** Tags are configured on the General Settings - Service Management page.

3. Click "Save"

Configure Inspection QR Code Scanning

1. Click "Edit"

2. Toggle the "Inspection QR Code Scanning" button.
**Note:** This determines whether an operator needs to scan the equipment or location code to start or complete an inspection.

3. Click "Save"

Late Execution Settings

1. Click "Edit"

2. Toggle the "Allow delayed completion of inspection job" button.
**Note:** If you select "Before the next scheduled inspection begins", the current inspection job can be completed as long as it is done before the next inspection job's start time. If you select "Within 30 minutes after the end time of the current work plan", the inspection job's scheduled completion time can be delayed by 30 minutes.

3. Click "Save"

Edit Maintenance Plan Tab

Edit Maintenance Plan Tag

1. Click "Edit"

2. Select the maintenance plan tags for this site.
**Note:** Tags are configured on the General Settings - Service Management page.

3. Click "Save"