Mobile Device Global Settings

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. 

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 data via the Middle Tier database (utilizing mobile data). If False, users will only access 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 records that the SERVER MODE fetches at a time on the New Service Call form and Job List 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 helper 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:

• A service call is created.

• An appointment is created or completed.

• A timesheet report is requested.

• A legacy job safety audit (JSA) report is requested.

• A piece of equipment is created.

• A payment has been applied to a field invoice.

• A purchase order is created. 

UseMobileAuditBackgroundSync

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.

UseAppointmentStatusBackgroundSync

Determines if a background sync is performed when the appointment status is changed manually or automatically on the device. This option requires an internet connection and applies to all appointment types. The default value is False.

Changes are not pushed if:

• Appointment only exists in MobileTech (new appointment not synced yet)

• Appointment in Signature already has status “RE-ASSIGN” or “COMPLETE”

• Appointment in Signature has been assigned to another tech

• MobileTech Appointment Status is “DEFAULT” or “COMPLETE”

IncludeLocationWithAppointmentStatusSync

Determines if latitude and longitude are included in the automatic background sync. This option applies to job and service appointments. The default value is False.

This option is enabled when UseAppointmentStatusBackgroundSync is set to True.

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 have set up in Signature.

• True: Technicians can create and edit time entries for the previous week.

• False: Technicians can only enter time entries for the current week. If you are using Manager Approval for time sheets and the manager rejects an entry from the previous week, the technician can not update the entry.

UseSyncPrompt

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 can see if the technician was not syncing when prompted.

The default value is True.

SyncInterval

This value determines how frequently (in hours) the technicians sync 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) MobileTech checks if the SyncInterval has been reached. The default value is 15 minutes. This option is enabled if UseSyncPrompt is set to True.

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.

• True: The Related Appointments button is displayed on the Completion form.

• False: Technicians do not see the Related Appointments button on the Completion form.