How to find Group Settings
Only those with admin permissions can access and change the page Group settings. Do this:
Only those with admin permissions can access and change the page Group settings. Do this:
On Tuesday, September 30th, between 4pm and 8pm (CET), maintenance will be performed. There may be disruptions.
New function on Custom statuses You can create custom statuses for work orders, service orders, error reports and service objects (Service Object Status). You can define the expressions for these based on your needs. You can now choose which status should be the default (see under 3 in the image)…
A deviation report lists points where the status is not set to OK or Not applicable. You find the function under collection function on customer, facility, service object and service protocol. Do this: The csv file that is created contains information about the customer, facility, service object and all service components that you have created….
Editing module settings and user permissions requires admin permission. User permissions concerning the Article register View, View price, Edit, Create, Delete, Change which user added an article*, Set time report info, Add article group, Remove/edit uploaded file. NOTE! A user needs to have the permission Show price under Article register and…
There are a lot of group settings that can be made for the Planner and that affect how the user sees the Planner. Go to Group settings – Planner settings. Admin permission is required. View settings View settings for booking screen When you click on a day or order in…
New service protocol setting – Show parts for next service This setting adds a special field to the service order where you can add articles/parts that need to be ordered for the next service. As usual, click on the “shopping cart” to create a purchase order. Admin permissions are required….
The settings for showing comments on customer card, facility and service object has moved to Module settings – Group settings. Your choices have been included so you don’t need to do anything about the move. You can now use service templates on Fault reports and Reports.
This information applies to Module Settings – Group Settings. Admin permission required. Subgroups Under this tab you add subgroups. The subgroups are then selectable on orders, customer cards, articles, etc. The subgroup automatically comes up when the technician creates an order. It is always possible to change subgroups on the…
In the Activity log all your activities in the system are saved. You can find the Activity Log by clicking on your username. At the bottom of the Manage Account Settings page, there is an Activity Log link. Click on it. 1 day’s activities are automatically displayed. You can set…