Module settings and general settings
After you have added a web definition you can make some module settings and general settings for the app.
Procedure
1. Go to the Module settings tab.
2. Add Navigation names in multiple languages.
3. Select an appropriate Icon.
4. In the Sequence field, select the app module's position on the app navigation bar.
5. Go to the General settings tab.
6. In the Communication logs (PMFS actions) field, select the relevant type of communication log to store the results from PMFS actions.
See Action and reason configuration for more information on PMFS actions.
7. In the Communication logs (Sign-off) field, select the relevant type of communication log to store the transactions related to signing off on the app.
8. In the Communication logs (comments) field, select the relevant type of communication log to store comments on the order.
9. In the Communication logs (images) field, select the relevant type of communication log to store photo and image files.
10. In the Communication logs (documents) field, select the relevant type of communication log to store document files.
11. In the Communication logs (tradesperson's notes) field, select the relevant type of communication log to store personal notes made by a tradesperson / engineer whilst working on a work assignment or maintenance activity.
12. In the Counter type (add reading) and Gauge type (add reading) fields, select the meter type for which you want to allow adding meter readings via the app. For further information about configuring the Add meter readings action see: Configuring Details pages and blocks - generic and specific settings .
13. In the Only download images and files via Wi-Fi? field, select Yes if you only want to allow image / file downloads via Wi-Fi connections.
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With regard to session expiration and accessing and downloading (secure) files and images, you can prevent files from becoming inaccessible to app users after their user session ends by generating resource keys. For more information, see: System settings > Security - Access to Planon features via encrypted keys.
14. In the Total file size limit per envelope (MB) field, select the maximum file size in MB that you want to allow for downloading files per work assignment (envelope).
15. In the Allow simultaneous work on multiple assignments? field select Yes if you want to allow field engineers to start work on multiple work assignments simultaneously. If you do not want to allow this, select No.
16. Click Save.
Proceed with linking user groups and configuring the Start page.