Setting Up Woodford (optional)
- Documentation Reviewer
- Kimberly Onnen
After importing the Woodford file, you may want to set up the following setup 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.
- How to Enable Multi-Factor Authentication for Resco Cloud (on-prem)
- Automatically Free Up Unused/Inactive Licenses (optional)
- Enable Flexible Forms (optional)
- Enable Mobile Auditing (optional)
- Set the Fetch Limit (optional)
- Set up the Sync Date Filters (optional)
- Using Sync Dashboard (optional)
- Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
- Working with Resco Inspections (optional)
- Set Up the MobileTech Inspection Manager (optional)
- Filter Service Call Types (optional)
- Edit Synchronization Prompt (optional)
- Turn Off Appointment Creation (optional)
- Turn Off Service Call Creation (optional)
- Turn Off Technician Activity Creation from Calendar (optional)
- Set Time In/Out to Display Rounded Time (Optional)
- Add Support Email Address (optional)
- Enable Service Call Creation for Inactive Customers and/or Inactive Locations
- Set Technician Passwords with Admin Console (optional)
- Turn Off Ability to Delete Time-In (optional)
- Enable/Disable Automatic New Form for Empty Lists (optional)
- Edit Time Entry Minute Increment (optional)
- Disable Time In/Out and Travel Coordinates Background Sync
- Adding Purchase Orders' PO Lines to Home Screen (optional)
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