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| Setting | Description | ||||||
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| AutoStatusUpdate | The default status for appointments that are received by the device. The default value is blank, which means no status is assigned to the appointments. If a status is selected for both this setting and JobSafetyStartStatus in Job Safety Tasks, we recommend that you do not use the same status for both.
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| DefaultWeekday | The default week-ending day for time entries, which is based on the TimeTrack settings in the Microsoft Dynamics GP database. This value cannot be changed. | ||||||
| UseAdditionalWork | Determines whether technicians can enter additional work on a service call. The default value is True. If False, technicians cannot enter new additional work in the Additional Work pane. | ||||||
| UseBarcoding | Determines whether the organization uses barcoding functionality in MobileTech. If True, barcoding is used. If False, barcoding is not used. The default value is False. | ||||||
UseServerMode | Determines whether technicians can utilize SERVER MODE with all Offline HTML pages. Server Mode allows users to access customer, location, and equipment data via the Middle Tier database (utilizing mobile data). If False, users will only access customer data on their devices, not from the Middle Tier. The default value is True. See Set the Fetch Limit (optional) for information on setting the number of Customer Location (customers and locations) or Equipment records that the SERVER MODE fetches at a time in the New Service Call window in the MobileTech Client. | ||||||
| UseServiceCallUserDefine2 | Indicates whether the Service Call User Defined 2 field is a validated lookup, based on the Service Management settings in Microsoft Dynamics GP. This value cannot be changed. | ||||||
| UseWorkCrewJobCost | Determines whether technicians can enter billed labor, travel, and expense transactions for a Job Cost work crew that includes any Microsoft Dynamics GP user who has valid hourly or business expense type pay codes. The default value is True. | ||||||
| UseWorkCrewService | Determines whether technicians can enter labor, travel, or expense transactions for service work crews or individual work crew members when a service appointment is completed. The default value is False. | ||||||
| UseTechnicianHelper | Determines whether technicians can enter labor and expense transactions for another technician. The default value is False. If True, technicians also can change the technician on the transaction. | ||||||
| UseChangeOrder | Determines whether technicians can enter and review change orders that affect job costs. The default value is True. | ||||||
| CustomerNotesReadOnly | Determines whether technicians can edit customer notes. The default value is True. | ||||||
| LocationNotesReadOnly | Determines whether technicians can edit location notes. The default value is True. | ||||||
| EquipmentNotesReadOnly | Determines whether technicians can edit equipment notes. The default value is True. | ||||||
| ServiceCallNotesReadOnly | Determines whether technicians can edit service call notes. The default value is True. | ||||||
| AppointmentNotesReadOnly | Determines whether technicians can edit appointment notes. The default value is True. | ||||||
| ContractNotesReadOnly | Determines whether technicians can edit contract notes. The default value is True. | ||||||
| DefaultNewNotesAsInternal | Determines whether the default setting for new notes that are created by technicians is Internal, which means the notes are not displayed on the Call Summary report. The default value is False. Technicians can change this setting per note when they create notes. | ||||||
| UseAppointmentNotesSummary | Determines whether note links are displayed at the bottom of the Appointment pane when technicians view the details for a service call appointment. If True, the links are displayed, so technicians can easily view the notes from one location. The default value is False. | ||||||
| UseEventBasedSync | Determines whether event-based syncing is used on all devices. The default value is True. If Sync Login is marked on the Setup page on the device, the Sync page will be displayed and the user must select Sync. For more information, see Event-based Syncing in the MobileTech Help. Users will be prompted to sync their device after a:
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| Used to control the ability to auto-upload mobileaudit records to the host. This is used with Woodford's Auditing feature to track technician GPS coordinates based on creating or updating specific entities such as Appointment, TimeLog, or TimeEntry. The default value is False. See Enable Mobile Auditing (optional) for setting up Woodford's Auditing feature. | ||||||
| OnSiteStatusUpdate | Used when UseMobileAuditBackgroundSync=True to determine what status will be used to automatically send the technician's GPS coordinates to the host. No synchronization is required, but an internet connection must be available. See Enable Mobile Auditing (optional) for more information. | ||||||
| AllowPreviousWeekEntries | Allows technicians to create and update time entries (labor, expense, travel) for the previous work week. The default value is True. The work week is determined by the Week Ending Date that you have set up in Signature.
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| To help prevent issues with users having multiple devices, a sync prompt automatically displays on the device if the user hasn't synchronized their device after the SyncInterval value (hours). You can also set the CheckInterval (minutes) that determines how often MobileTech checks to see if the SyncInterval has been reached. Once the technician syncs the device, the Sync Interval resets. If the technician selects Cancel on a sync reminder prompt, this is logged in the JSBridge file on the device. The log file includes the date and time that Cancel was selected. The log file can be sent and you will be able to see if the technician was not syncing when they were prompted. The default value is True. | ||||||
| SyncInterval | This value determines how frequently (in hours) should the technician be syncing their devices. The default value is 4 Hours. This option is enabled if UseSyncPrompt is set to True. | ||||||
| CheckInterval | This value determines how frequently (in minutes) should MobileTech check if the SyncInterval has been reached. The default value is 15 minutes. This option is enabled if UseSyncPrompt is set to True. | ||||||
| SetAppointmentDetailsOnNewCall | Allows technicians to set the appointment details from the New Call form. Appointment details include start date, estimated hours, description, and status. The default value is True.
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| SetCallerDetailsOnNewCall | Determines if the caller detail fields are enabled on the New Call form. The caller detail fields include Caller Name, Caller Email, and Caller Phone. The default value is False.
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| CreateNewCallForBillOnlyLocations | Determines if technicians can create new service calls for locations marked as Bill Only in Service Management. The default value is False, which means the Bill Only locations do not appear in the lookups in MobileTech and technicians are not able to create new service calls for Bill Only locations. | ||||||
| ShowRelatedAppointmentsOnCompletion | Allows technicians to view related appointments for the service call or job, regardless of the assigned technician. Technicians can also access related appointments from the Appointment form on the Related tab. The default value is True. See View Related Appointments.
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