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Equipment Settings
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Equipment Settings

Owned by Documentation Reviewer
Oct 28, 2020
SettingDescription
AllowModifyEquipmentRecord

Determines whether technicians can change an equipment record from the client device. The default value is True.

This setting does not prevent technicians from creating new equipment records.

AllowModifyNewEquipmentIdDetermines whether technicians can enter the equipment ID when they create an equipment record. The default value is False. If False, the equipment ID is system generated.
UseRefrigerantTracking

Determines whether the Refrigerant Tracking tab is available when viewing equipment on a service call. The default value is False. If Refrigerant Tracking is not registered, this value cannot be changed.

AssignedEquipmentValidationLevelThe level of requirement for equipment to be assigned during the appointment completion process. The default value is Optional.
  • OPTIONAL – Appointments can be completed regardless if equipment has been assigned or not.
  • WARNING – A warning is displayed if equipment has not been assigned to the appointment.
  • REQUIRED – An appointment cannot be completed until equipment has been assigned.