System Settings

This screen is also intended for use ONLY under direct IT support supervision. The most likely function that is requested from your IT staff is the “Rebuild” button. Typically, this may happen after a software upgrade.

Login

Click Settings and System Settings to setup your connection and login.

To save logging in every time and because supervisors are issued with their own Device – this screen permits the setting of their login and password. Each time Mobile Manager for iPad is started, these login and password details are used automatically.


Connections

To setup a proper connection you must enter the correct Web Service Location under Connections, this is a URL.


Database

Here you can run a Test Rebuild, which should be successful if the Login credentials and web service location are correct.

After a successful Test Rebuild, run the Rebuild.


Preferences


Although the path for these screens is titled User Preferences, the user must be very careful about what is changed and be fully aware of the consequences before doing so.
Most of the settings when changed require the user to exit Mobile Manager for iPad and restart the program for the changes to take effect.


Transfer


Max Synchronous
The two boxes, , identify the number of transactions bundled together for the upload. The greater the number, the quicker the synchronization process, but if an error occurs, all the transactions are impacted. The recommended setting for Uploads(All Other) is 5.


Max Asynchronous 

Reasonable settings for these are 15 for Uploads(Schedules)



Baseline Interval – The number of hours that have to expire before any baseline changes will download from SiteManager during a synchronization. The recommended setting for this is 1. 


Forecast – The number of hours that have to expire before changes to a forecast will download from SiteManager to the Device.  The recommended setting for Forecast Interval is 24. 


These settings should only be changed when instructed by IT Support.


Max Image Size

This is used for when taking photos and setting the quality of the photos for Maintenance, Inspections, Contract/Task.


Callup


Call & Confirm Phone – For callup method of phone (Work Telephone, Mobile) options of:-


• Always – All tasks to Call & Confirm.

• Prompt – Prompt to see if the task needs to be Call & Confirm.
• None – Call & Confirm not enforced. Supervisor can decide if required.


Call & Confirm Other - For call up method of other than phone (Email, Fax) options of:-


• Always – All tasks to Call & Confirm.
• Prompt – Prompt to see if the task needs to be Call & Confirm.
• None – Call & Confirm not enforced. Supervisor can decide if required.


Reminders Delivery Notes – If ticked, the reminder message to check Delivery Notes will appear when a task is scheduled.


Reminders Linked Tasks - If ticked, the reminder message to check Linked Tasks will appear when a task is scheduled.


Notification Display - Can set how you want your notifications displayed. The options are Notification, popup, None.


Schedule Warning Days Red – When the planned start date is prior to estimated start date by more than this number of days, then a red hazard triangle appears next to the planned date for the task on the Device.


Schedule Warning Days Yellow – When the planned start date is prior to estimated start date by more than this number of days but less than the number in the Red Hazard Warning parameter, then a yellow hazard triangle appears next to the planned date for the task on the Device.


Prompt for Linked Suppliers – this identifies the action to be taken on linked task suppliers.


• Always – always ask for suppliers if they are not present.
• Prompt – prompt to see if suppliers can be provided for linked tasks that don’t have a supplier.
• None – no action regardless of situation with suppliers on linked tasks.


Wizard Close Action – the action to be taken if the wizard is exited before completing processing.


• Close – Close regardless and don’t complete actions.
• Prompt – Ask if you want to complete the process on the tasks.
• Next Task – Goes to the next task within the wizard therefore ignoring the close action.

Force Supplier Branch Selection – The action to be taken when a supplier is selected that has branches.


• Never – ignore the impact of branches and accept what is selected.
• Prompt if supplier online – if the supplier selected has a contact method of online, there is a prompt to select a branch supplier.
• Prompt always – always prompt to select a branch supplier.
• Force if supplier online – if the supplier selected has a contact method of online the user is forced to select a branch supplier.
• Force always - regardless, the user is forced to select branch supplier.

Late Task Limit (Days) – This is the number of days after which the task will be added to the Late Call-Ups statistics.



Jobs 


Visit Expire (Days) – This is the number of days that a job remains highlighted on the Device job screen.


+ Days Means Job Ahead – ticking this option tells the system that when the job is ahead of schedule to report the days as + If it is not ticked it will be reported as -.


Default Callsheet View – filters for the type of view that projects are defaulted to when selected. Options are Normal and Callsheet with Stage Name. See section #Projectsfor details.


Automatically Update PO Scheduling Status as Completed When CallSheet Open - Yes/No