Maintenance Configuration Settings

These settings, located at the top of the Maintenance Settings tab, control the scheduling offsets that are available when users enter PMs and Work Orders. The first two settings create limits on how you enter offset settings on the rest of the Maintenance Settings tab:

• Max Days Offset This setting limits the maximum number of offset days available when using the sliders in this section.
• Lock Maximums When selected, this setting limits the maximum number of offset days that can be entered when using Manual Entry on this section.

The settings in this section control scheduling offsets that determine when Work Orders are automatically generated from PMs, and the Issue By, Start By, and Due By dates for PM Work Orders. You can use the sliders to adjust the offset days or manually enter the number of days. To manually enter the offset days select the Manual Entry button and enter the offset days in the fields that are displayed. The simulation below the offset settings shows an example of the effects of the settings you enter. The Work Order Status setting controls the default status for Work Orders generated from PMs.

The settings in this section control scheduling offsets that apply to the Issue By, Start By, and Due By dates on demand Work Orders. You can use the sliders to adjust the offset days or manually enter the number of days. To manually enter the offset days select the Manual Entry button and enter the offset days in the fields that are displayed. The simulation below the offset settings shows an example of the effects of the settings you enter.

The two options in this section, Allow Manual Entry and Require (hide Services), control how Users and Requesters enter Services on items such as Work Orders and Service Requests. Services can be entered by selecting them from a drop-down list, manually typing them, or a combination of both. Require (hide Services) can only be selected when Allow Manual Entry is selected. The table below describes what users will see when the options are selected or cleared.

Note: Requesters can not manually enter Services on Service Requests. Requesters can only enter Services on Service Requests when the Services drop-down menu is available.

The three options in this section control the Shop Queue function. Labor is assigned to individual Tasks. A Shop can be assigned as Labor on Tasks. When the Allow Shops to act as Queues feature is enabled and a Shop is assigned as Labor on a Task, the Task is placed in the Shop Queue and is available for Staff members of that Shop to self-assign as the technician responsible for completing that task. The three options in this section are:

• Allow Shops to act as Queues When this option is selected, you can assign Task Labor to a Shop. The following options are only available when this item is selected.
• Default for new Shop: Is Queue When this option is selected, each new Shop that is added to GLOBAL can be assigned to Labor on Task items by default. Maintenance Admin users can change the Is Queue setting for individual Shops.
• Default for new Shop Labor: Is Queue When this option is selected, each new person who is added to the Staff Roster of a Shop can self-assign Labor items that have been assigned to a Shop where they serve as Staff. Maintenance Admin users can change the Is Queue setting for individual Staff members.

The "Lock" Execution Phase option in this section controls the ability to enter or edit information associated with a Work Order once it has entered the Execution phase. The information affected is associated with any Tasks that are part of the Work Order. When this option is selected, fields on the General Info, Resources, and Labor tabs of a Task are locked and can not be changed once the Work Order is in the Execution phase. When this option is cleared, fields on the General Info, Resources, and Labor tabs of a Task can be changed while the Work Order is in the Execution phase.

The options in this section control default settings that are applied when new Services and Assets are added to GLOBAL. These settings control how Services and Assets are displayed on Work Orders, PMs, and in the Service Requester Portal. They also control how Locations and Descriptions are displayed in the Service Requester Portal.

Work Orders

PMs

PMs	Default Value	Allow Override
Show Services	When selected, new Services are available in the drop-down menus on PMs by default. When cleared, new Services are not available in the drop-down menus on PMs.	When selected, the Show On PMs setting for individual Services can be edited by some users, typically Maintenance Mangers and Maintenance Admins. When cleared, the Show On PMs setting for individual Services can not be edited by any user.
Show Assets	When selected, new Assets are available in the drop-down menus on PMs by default. When cleared, new Assets are not available in the drop-down menus on PMs.	When selected, the Show On PMs setting for individual Assets can be edited by some users, typically Maintenance Mangers and Maintenance Admins. When cleared, the Show On PMs setting for individual Assets can not be edited by any user.

Service Requests

The options in this section control default settings for the display of new Asset and Service information in the Service Requester Portal, and control the display of related fields across your Service Requester Portal.

Service Requests	Default Value	Allow Override
Show Asset	When selected, new Assets are available in the Service Requester Portal when Display Field in Service Requester Portal is enabled. When cleared, new Assets are not available in the drop-down menus in the Service Requester Portal.	When selected, the Show On Service Requests setting for individual Assets can be edited by some users, typically Maintenance Mangers and Maintenance Admins. When cleared, the Show On Service Requests setting for individual Assets can not be edited by any user.
Show Location	When selected, the Location for new Assets is displayed on Service Requests when Display Field in Service Requester Portal is enabled. When cleared, the Location for new Assets is not displayed on Service Requests.	When selected, Requesters can edit the Location field when submitting a Service Request. When cleared, Requesters can not edit the Location field when submitting a Service Request.
Show Service	When selected, new Services on Service Requests when Display Field in Service Requester Portal is enabled. When cleared, new Services are not available in the drop-down menus in the Service Requester Portal.	When selected, the Show On Service Requests setting for individual Services can be edited by some users, typically Maintenance Mangers and Maintenance Admins. When cleared, the Show On Service Requests setting for individual Services can not be edited by any user.
Show Description	When selected, the Description for new Services is displayed on Service Requests when Display Field in Service Requester Portal is enabled. When cleared, the Description for new Services is not displayed on Service Requests.	When selected, Requesters can edit the Description field when submitting a Service Request. When cleared, Requesters can not edit the Description field when submitting a Service Request.

Service Requester Portal Display Settings

These settings are found in the Display Field in Requester Portal and Rename Field in Requester Portal columns and control the display of the Asset, Location, Service, and Description fields in the Service Requester Portal. These settings affect the display of all forms in the Service Requester Portal and are not limited to new records.

Allow Requester to Create Account?

Service Requester Portal account self-provisioning is available when this setting is enabled. See Setting Up Service Requester Self-Provisioning for more information.

The options in this section allow you to control the default inventory location code used for Parts, and settings for managing purchase orders and receiving lines as described below:

• Default Location Code Template This template defines the default location code that is used on Inventory Location items. Click the edit icon to make changes to the template.

• Require PO approvals When this is selected, the status of purchase orders must be set to Approved by a user who is assigned the Purchase Order Reviewer user role before items on purchase orders can be received into Inventory. After the purchase order has been approved, users assigned Purchase Order User or Purchase Order Manager user roles can change the status of the purchase order to Ordered, Partial, or Complete.

  When this is cleared, items on purchase orders can be received into Inventory without changing the status of the purchase order.

• Require Orders to receive inventory When this is selected, only items which are included on purchase orders can be received into inventory. When this is cleared, items that are not included on purchase orders can be received into Inventory.
• Allow automatic creation of Orders when receiving inventory When this is selected, purchase orders are automatically created when items that are not included on a purchase order are received into inventory. When this is clear, no purchase order is created when items that are not included on a purchase order are received into inventory.
• Default Receipt Type The information here is the default receipt type that is entered when new Inventory receipts are created. Users with any Purchase Order user role can add on the fly receipt types when creating and editing Inventory receipts.

The settings in this section control the work types that can be assigned to tasks and work orders. You can select Manage Work Types to assign work types to sources. You can also add new work types and edit user-created work types. For more information see Work Types.

The settings in this section control the asset criticality that is available for each asset. You can edit existing criticality levels, add new criticality measurements, and control the display order of criticality levels in the drop-down list on asset records. For more information see Asset Criticality.

The settings in this section control the priority classes that can be applied to PMs, Work Orders, and Tasks. The Basic option includes three priority classes. For each priority class, you can edit the Label and Abbreviation that display in GLOBAL, and you can choose a default priority class to be applied to new PMs, Work Orders, and Tasks. When Use Advanced options is enabled, five priority classes are displayed. As with the Basic option, you can edit the Label and Abbreviation that display in GLOBAL, and choose a default priority class to be applied to new PMs, Work Orders, and Tasks. In addition, when Advanced options are enabled, Maintenance Manager and Maintenance Admin users can add new Priorities to the Priorities list which is accessed from the Admin section of the main menu.