Custom Configuration
Custom Configuration is basic configuration and can be applied to the current site.If you configure priority and work order type at company level on the Service Management module of General Settings page, you can select them on the current page.
You can use it to:
- Configure "Priority, Work Order Type, Work Order Actual Time and Inspection QR Code Scanning."
Term |
Description |
General |
What you configure here can both be applied to Work Order, Inspection and Maintenance Plan sub-module. |
Edit General Tab
Edit Priority of Work Order and Inspection
1. Click "Edit".
2. Select the “Priority" you want to configure for the current site.
Note: The default option from "Service Management" module of "General Settings" cannot be de-selected. It means you can add client-level priority names from the Service Management module in General Settings, and then select the priority for this site on this page, where the default priority selected at the company level must be selected at the site level.
3. Click "Save"
Edit Work Order Configuration Tab
Edit Work Order Type
1. Click "Edit"
2. Select "Work Order Type"
Note: It means you can add company-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, where there is at least one work order type per service type.
3. Click "Save"
Edit Work Order Tag
1. Click "Edit"
2. Select the work order tag for this site
Note: Tags are configured on the General Settings- Service Management page.
3. Click "Save"
Edit Inspection Configuration Tab
Edit Inspection Plan Tag
1. Click "Edit"
2. Select the inspection plan tag 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. Move the "Inspection QR Code Scanning" button.
Note: It defines whether an operator needs to scan the equipment or location code to start/complete work.
3. Click "Save"
Late Execution Settings
1. Click "Edit"
2. Move the "Allow delayed completion of inspection job" button.
Note: If selecting “Before the next scheduled inspection begins”,it means that the current inspection job can be completed as long as it is before the next inspection job stated time;If selecting “Within 30 minutes after the end time of the current work plan”,it means this inspection job scheduled completion time can be delayed for 30 minutes.
3. Click "Save"