Setting up Site Details

Modified on Tue, Dec 17 at 12:51 PM

The Site Setup page is where you can add and edit your site's details, such as its name, billing and shipping addresses, and lookup lists for its physical features (such as departments, lines, etc).

This article describes how to navigate the site setup menus, using the left menu.

You can access Site Setup by selecting Configuration from the left sidebar and then selecting Site from the Configuration Page Left Menu.

Site Setup Overview

The overview is where you can edit your site's name, time zone, and asset groups.

Asset groups are an essential way to organize and categorize your assets when creating and editing them. This makes reporting and filtering for specific assets much easier. The groups act as a category, and you may build a llist for each of them by using the left menu to select which group you would like to build upon.

Remember to select Save when finished.

Site Logo

Note: This is only available for Enterprise Customers

Here is where you can add a logo to your site. You may drag and drop a file into the right box, or select the orange picture box to choose one from your computer.

Approval Group Settings Menu

Here is where you can edit your approval group settings.

Maintenance Menu

Here is where you can edit the maintenance system settings.

Setting	Description
Mobile WO Timer	This system setting is no longer used. It is present for legacy purposes.
Use Planning Switch	When this is turned on Work Request can be sent through the Planning Process
PM Library	Makes the PM Library, a set of pre-existing PM jobs, possible. This is shared between all sites and is for enterprise level customers only. See Adding an On Demand Preventive Maintenance Procedure for more information.
Use Maintenance - On Demand Procedure	Makes having a set of pre-existing work order jobs possible. This is also shared between all sites and is for enterprise level customers only. See Adding an On Demand Work Order Procedure for more information.
WO Barcode	When this is set to QR Code a QR code is displayed from the Work Order Action Menu, when set to 3 of 9 a 3 of 9 Barcode is displayed for the Work Order Action Menu, when set to No Bar Code the option to display from the Action Menu is removed
Source Asset Account when adding or editing a Work order Charge To	When this is Checked the Account from the Asset will populate this column

Purchasing Menu

Here is where you can edit your purchasing system settings.

Setting	Description
Purchase Request Prefix	User Entered Prefix for a Purchase Request this is a Site based entry commonly set to PR
Purchase Order Prefix	User Entered Prefix for a Purchase Order this is a Site based entry commonly set to PO
Auto Purchasing Prefix	User Entered Prefix for a Auto Purchase Purchase Request this is a Site based entry
Auto Purchasing Creator	Names a default creator for auto purchase requests/orders.
Non Stock Default Account	Names a default account for non stock parts in a purchase request/order.
Include in Auto-Purchasing	Makes auto purchasing possible for the site. See Auto Purchasing for more information about this feature.
Include Reviewers in Purchase Request Approval Process	User who can Review are included in Approval Process
Default Reviewer / Approver	User who appears at the top of the Reviewer list
Require Buyer Review in Purchase Request Approval Process	Users must be Buyers before they can Approve
Default Buyer	Buyer used by the system if no Buyer is indicated
Check to see if Part is On Order when adding to a Purchase Request / Order	When this is checked the system will look to see if a Stock Part is already on a Purchase Request or Purchase Order and a message will be displayed when placing the part on order

Billing & Shipping Addresses

The Bill To and Ship To forms identify where you want your Vendor to Bill you for items purchased and where you want your Vendor to Ship your items to. Select Save after making changes.

Asset Group Lookup Lists (ex: Department, Line, System)

The menus that say Department (Asset Group 1), Line (Asset Group 2), and Area (Asset Group 3) come from the Asset Group 1, 2 and 3 entries made from the Site Overview menu. For each group you can create a lookup list, which may include multiples of each Asset Group so that when you are creating your assets you have Department (Asset Group 1), Line(Asset Group 2), and Area(Asset Group 3) to choose from.

Select the + icon to add one, the pencil icon to edit one, and the trash icon to delete one. You may also mark each simply as inactive.