Settings enable each site in your organization to use different business rules, depending on the requirements of each organization.
You define most site settings in the Organizations application. Most options have default values. You must verify that the defaults correspond to your business rules and change them if necessary.
Action in the Organizations application | Function |
---|---|
Work order options | Configure the site settings for work orders, such as numbering for tasks. |
Inventory options | Configure the site-level settings for inventory, such as determining how costs are calculated at issue. |
PM options | Configure how your sites schedule planned maintenance. For example, scheduling by priority or frequency, or specifying how far in advance to generate work orders. |
SLA options | Specify how you want to match service level agreements (SLAs) to records for example, one or multiple SLAs. |
Autonumber setup | Configure auto-numbering for items that are numbered at the site level, such as work orders. For example, you can configure starting numbers and prefixes. |