Facility settings

You can access the facility settings by clicking on the settings tab under the facility section.

Facility settings allow you to customize the values for many of the dropdowns and filters found throughout the software, manage related data, and configure the facility. Facility settings are broken down into 13 subsections.

Facility administrators can customize the statuses, disciplines, labor rates, priorities, and types in the facility. Administrators can also choose to enable or disable work requests and configure general facility settings. Facility editors and administrators can manage equipment types, error codes, manufacturers, and systems.

You may notice that facility settings has some parts that can only be managed by administrators, and other parts that both editors and administrators can manage. The distinction is this: if an editor can modify the information elsewhere in the software then they are allowed to manage it in facility settings. For example, when creating a new work order, editors are allowed to add a new error code if necessary by clicking the "Add New" button next to the error code dropdown. Because they are allowed to add that new error code on the work order form, the software also allows them to manage error codes through the facility settings page.

The general subsection allows administrators to set the facility name, address, timezone, website, and phone number, as well as upload a logo. The timezone is important because schedules and the daily email are set to run at specific times relative to the facility's timezone. The logo is important as it is used in PDF prints.

Most of the other sections work the same. This includes disciplines, labor rates, priorities, work order types, work request statuses, work request types, equipment types, error codes, manufacturers, and systems. Each section features a list of the relevant items. To add a new item, click "Add New". To edit an existing item, click the edit button on the right side of the list. To delete one or more items, check the checkbox next to the items to delete and then click "Delete" from the action bar that appears. For more on list functions, see List functions in Basics.

There are some slight differences in some sections. The priorities subsection has an additional "Color" field for each priority and shows you a preview of how that priority will be displayed elsewhere in the software. The labor rates subsection has two fields, rate name and labor rate. The manufacturers subsection has two fields, manufacturer name and notes. The work request statuses subsection does not allow you to add or delete statuses, only rename them.

Work order statuses and work request setup have unique characteristics. For more information on these sections, see Work order statuses and Work request setup in Facility.