Setting Up Woodford (optional)
After importing the Woodford file, you may want to set up the following options at your company's discretion. For example, if you haven't purchased the Resco Inspections module, you won't need to enable Resco Inspections and Job Safety Analysis, nor would you need to import templates.
Avoid Making These Changes With Woodford
This information is intended to provide insight into areas that cannot be modified by using Woodford. It also includes recommendations about which entities you should not change.
Tabs That You Cannot Modify
You cannot use Woodford to modify the Resolution tab and the Summary tab for appointments in MobileTech.
Background Download Configuration Setting
The Background Download option must remain at its default False setting. This setting is found in the MobileTech Woodford project in Settings > Configuration > Offline Data Sync - Background Sync > Background Download.
These are the known issues if this setting is changed:
Background Download interferes with the MobileTech AutoStatusUpdate feature.
The first list that is opened from the Home screen is cached and you cannot close it or refresh it. This can cause stale data to remain on the list.
Entities That You Should Not Change Sync Filters For
To help make sure that all records sync accurately, we recommend that you do not change sync filters for the following entities. Changing these filters could result in unexpected behavior and sync issues.
Appointment Status Time Stamp
Change Order
Change order detail
Consumed inventory
Contract
Equipment
Contract equipment
Location
Sublocation
Location Contact
Job
Job Cost Code
Meter Reading
Purchase Order
Purchase Order Detail
Purchase Order Receipt
Purchase Order Receipt Detail
Refrigerant Tracking
Time log
See also:
- Add Support Email Address (optional)
- Adding Purchase Orders' PO Lines to Home Screen (optional)
- Automatically Free Up Unused/Inactive Licenses (optional)
- Edit Time Entry Minute Increment (optional)
- Enable Flexible Forms (optional)
- Enable Mobile Auditing (optional)
- Enable Service Call Creation for Inactive Customers and/or Inactive Locations
- Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
- Filter Service Call Types (optional)
- How to Enable Multi-Factor Authentication for Resco Cloud (on-prem)
- Set Technician Passwords with Admin Console (optional)
- Set the Fetch Limit (optional)
- Set Up the MobileTech Inspection Manager (optional)
- Set up the Sync Date Filters (optional)
- Turn Off Appointment Creation (optional)
- Turn Off Service Call Creation (optional)
- Turn Off Technician Activity Creation from Calendar (optional)
- Use the GP Australia Telephone Number Format (optional)
- Using Sync Dashboard (optional)