TechPortal Settings - Revision history

Amy at 19:48, 14 June 2013

2013-06-14T19:48:21Z

2013-06-12T22:59:17Z

2013-06-12T22:50:40Z

2013-06-12T22:48:30Z

2013-06-12T22:41:10Z

2013-04-04T15:09:26Z

2013-04-03T18:38:03Z

2013-04-03T18:34:09Z

2013-04-03T18:23:55Z

2013-04-03T18:23:07Z

← Older revision		Revision as of 19:48, 14 June 2013
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	<br>'''Ability to add vendor items to order when adding parts'''		<br>'''Ability to add vendor items to order when adding parts'''
	<br>If you setup your inventory items in SME with Vendor Items and you want your technicians to be able to choose which vendor item they are using on the order, then you will want this option set.		<br>If you setup your inventory items in SME with Vendor Items and you want your technicians to be able to choose which vendor item they are using on the order, then you will want this option set.
−
−	~~<br>'''Change Order Tab Columns'''~~
−	~~<br>You can choose four out of the following columns for the Order Tab~~
−	~~<br>Customer~~
−	~~<br>Due Date~~
−	~~<br>Order Number~~
−	~~<br>Class~~
−	~~<br>Order Status~~
−	~~<br>Assigned To~~
−	~~<br>Summary~~
−	~~<br>Priority~~
−	~~<br>[[File:TechPortal_ChooseOrderColumns.png]]~~

@@ Line 55: / Line 55: @@
 <br>[[File:TPSetting_EditServReqPerf.png]]
-<br>'''Show SLA Setting''' - if the value is 1, then when adding parts to an order in TechPortal you can choose an SLA for the parts. Some people use this to select a SLA Category that will clear out the price on the part. See the [[SLA Category]] page for information on setting up and using Service Level Agreement categories.
+<br>'''Show SLA Setting''' - if the value is 1, then when adding parts to an order in TechPortal you can choose an SLA for the parts. Some people use this to select a SLA Category that will clear out the price on the part. See the '''[[SLA Category]]''' page for information on setting up and using Service Level Agreement categories.
 <br>[[File:ShowSLASetting.png]]

@@ Line 58: / Line 58: @@
 <br>[[File:ShowSLASetting.png]]
-<br> '''Show Customer Docs''' - If 1 is set for Show Customer Docs, then when looking at a service order in TechPortal, you would see stored docs saved on the customer record in SME and stored docs for that
+<br> '''Show Customer Docs''' - If 1 is set for Show Customer Docs, then when looking at a service order in TechPortal, you would see stored docs saved on the customer record in SME and stored docs for that service order.
 <br>''' ShowAllCustDoc''' - If 1 is set for ShowAllCustDoc, then when on a service order in TechPortal, you would see all stored docs saved on the customer record in SME, the docs added to that service order, and any docs added to other service orders for that same customer.
 <br>'''OrderDispatch''' and '''OrderChart''' are not TechPortal settings

@@ Line 57: / Line 57: @@
 <br>'''Show SLA Setting''' - if the value is 1, then when adding parts to an order in TechPortal you can choose an SLA for the parts. Some people use this to select a SLA Category that will clear out the price on the part. See the [[SLA Category]] page for information on setting up and using Service Level Agreement categories.
 <br>[[File:ShowSLASetting.png]]
 <br>'''OrderDispatch''' and '''OrderChart''' are not TechPortal settings

@@ Line 54: / Line 54: @@
 <br>'''Update Service Notes''' - If you want your technician to be able to edit services requested and services performed, the value should be 1. If you don't want them to be able to edit them, the value should be 0.
 <br>[[File:TPSetting_EditServReqPerf.png]]
 <br>'''OrderDispatch''' and '''OrderChart''' are not TechPortal settings

← Older revision		Revision as of 15:09, 4 April 2013
Line 54:		Line 54:
	<br>'''Update Service Notes''' - If you want your technician to be able to edit services requested and services performed, the value should be 1. If you don't want them to be able to edit them, the value should be 0.		<br>'''Update Service Notes''' - If you want your technician to be able to edit services requested and services performed, the value should be 1. If you don't want them to be able to edit them, the value should be 0.
	<br>[[File:TPSetting_EditServReqPerf.png]]		<br>[[File:TPSetting_EditServReqPerf.png]]
		+
		+	<br>'''OrderDispatch''' and '''OrderChart''' are not TechPortal settings

@@ Line 52: / Line 52: @@
 <br>[[File:TPSetting_LaborTime.png]]
-<br>Update Service Notes - If you want your technician to be able to edit services requested and services performed, the value should be 1. If you don't want them to be able to edit them, the value should be 0.
+<br>'''Update Service Notes''' - If you want your technician to be able to edit services requested and services performed, the value should be 1. If you don't want them to be able to edit them, the value should be 0.
 <br>[[File:TPSetting_EditServReqPerf.png]]

@@ Line 16: / Line 16: @@
 <br>If you want your technicians to be able to edit the due date on orders, you will want this options set.
 <br>[[File:DueDateEditTechPortal.png]]
@@ Line 55: / Line 51: @@
 <br>'''Labor Hours''' - If you want your technician to only see their labor/ time entries under the Time section in TechPortal, the value should be 1. If you want them to see all labor entries in the time section, the value should be 0.
 <br>[[File:TPSetting_LaborTime.png]]

@@ Line 39: / Line 39: @@
 <h3>TechPortal Additional Settings</h3>
 <br>[[File:UserGroup_AdditionalSettingsTab.png]]
-<br>In SME User Groups, you can assign TechPortal settings for your technicians. Each Technician is a user in SME and each user is assigned to a user group. Go to the technician's user group and set the appropriate settings.
 <br>'''Void Order''' - Value 1 will show the Void Order button on orders. Value of 0 will hide the Void Order button.
 <br>[[File:TP_VoidOrderButton.png]]

← Older revision		Revision as of 18:23, 3 April 2013
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	<br>Priority		<br>Priority
	<br>[[File:TechPortal_ChooseOrderColumns.png]]		<br>[[File:TechPortal_ChooseOrderColumns.png]]
		+
		+
		+	<h3>TechPortal Additional Settings</h3>
		+	<br>[[File:UserGroup_AdditionalSettingsTab.png]]
		+	<br>In SME User Groups, you can assign TechPortal settings for your technicians. Each Technician is a user in SME and each user is assigned to a user group. Go to the technician's user group and set the appropriate settings.
		+	<br>'''Void Order''' - Value 1 will show the Void Order button on orders. Value of 0 will hide the Void Order button.
		+	<br>[[File:TP_VoidOrderButton.png]]
		+
		+	<br>'''Update SLA''' - If you want your technicians to be able to choose an [[SLA Category]] on an order, then this should have a value of 1. Value of 0 for this option will not allow technician to assign a SLA Category to an order in TechPortal.
		+	<br>[[File:TPSetting_UpdateSLATrue.png]]
		+
		+	<br>'''Close Order''' - If you want your technician to be able to close orders in TechPortal, then the value should be 1. Value of 0 will hide the close button.
		+	<br>[[File:TPSetting_CloseOrder.png]]
		+
		+	<br>'''Labor Hours''' - If you want your technician to only see their labor/ time entries under the Time section in TechPortal, the value should be 1. If you want them to see all labor entries in the time section, the value should be 0.
		+	<br>[[File:TPSetting_LaborTime.png]]