Global Settings & RI

<< Click to Display Table of Contents >>

Navigation:  Network & Remote Installation > RI - optional responsive remote interface > RI Feature Details >

Global Settings & RI

Due to the nature of a web application, not all Global Settings can be enforced via RI.

 

 NOTE: if you make a change to your Global Settings, to restart your IIS web application so it will be enforced if enforceable.

 

Global Settings that are enforced that are used with RI:

Default service sales tax - when a new Labor record is created, this default will be selected for its Sales Tax field

Default parts sales tax - when a new Part record is created, this default will be selected for its Sales Tax field

Service Template - when a new service workorder is created via RI, this template will be used automatically. Unless the client or the logged in user has their own preset default service workorder template.

Workorder closed status - when a service workorder is Saved after checkmarked Closed, viewing this workorder you will see that its Workorder Status has been changed to this default.

Workorder stale age (minutes) - presets the Close By Date field of the newly created service workorder.

Part display format - sets how a part is displayed

Unit display format - sets how a unit is displayed

User display format - sets how a users name is displayed

Signature Footer, Signature Header, Signature Title - sets preset text that displays in the Signature form in RI

 

Global Settings that are not enforceable due to the nature of a web application:

Scheduled / Labor Default Minutes

oWhen using the AyaNova desktop interface, when you tab to the next field after entering a service workorder Scheduled Users or Labor's Service Start Date & Time, the Service Stop Date & Time will be automatically populated based on this Global Setting.

oPlease note that when using RI, RI is not capable of automatically populating while you are in the form. Instead, edit the Service Stop Date & Time as you need it.

oNEW FOR RI ONLY: Leave the Stop Date & Time empty and when you save this record via RI, RI will fill in the Stop Date & Time for you based on this Global Setting

for example:

Your Global Settings for your Scheduled/Labor Default Minutes is set to 75.

When you create a Scheduled Users record via RI, enter in the Start Date & Time of Sept 23 2015 10:00AM

Save, leaving the Stop Date & Time empty.

You will notice that as soon as you save, the Stop Date & Time is populated with 75 minutes after the Start Date & Time, populated to Sept 23 2015 11:15AM

Scheduled Default Time

oWhen using the AyaNova desktop interface, when you select the date of a Scheduled Users record, this default setting will be applied automatically for the Start Time.

oPlease note that when using RI, RI is not capable of automatically filling in the time as the field is a combined field of date and time. Instead, edit the Time as you need it.

Travel Default Minutes

oWhen using the AyaNova desktop interface, when you tab to the next field after entering a service workorder Travel's Start Date & Time, the Travel Stop Date & Time will be automatically populated based on this Global Setting.

oPlease note that when using RI, RI is not capable of automatically populating while you are in the form. Instead, edit the Travel Stop Date & Time as you need it.

oNEW FOR RI ONLY: Leave the Stop Date & Time empty and when you save this record via RI, RI will fill in the Stop Date & Time for you based on this Global Setting