Code

Enter a code for the PMFS setting.

Description

Enter a name for the setting.

Order date-time

Specify the date-time field by which the orders are sorted on the device.

Planning information

Select the planning information you want to display in the job list:

Sign-off required

Select one of the following signing off options: Always on: a sign-off is always required on the job.

Always off: a sign-off is never required on the job.

Sign-off required: the value in the Sign-off required field on the (standard) order is the trigger whether or not a sign off is required.

Engineer's sign-off

Select one of the following options: Always on: engineer's sign-off is always required on the job.

Always off: engineer's sign-off is never required on the job (default setting).

Sign-off required: the value in the Sign-off by engineer required? field on the (standard) order is the trigger whether or not the engineer's sign-off is required.

Sign-off overview

Select the way the sign off overview must be displayed:

Time registration

Select a time registration method:

Refusal of sign-off allowed?

Select Yes if you want users to be able to refuse signing for approval. A Refuse action is displayed on the app's sign-off screen.

Users are required to give a reason for refusing to sign off. See Action and reason configuration (MM and PMFS) for information on configuring action-reason combinations.

Select No to disable this feature.

Asset in job list?

Select Yes if you want to show information on the linked asset in the job list. If no asset description exists, the asset code is displayed.

Extend asset search?

Select Yes to offer field engineers a choice to search assets within the property of the selected job or search assets within the entire building complex. If No is selected, engineers can only search assets in the property registered on the job.

Add request online

Select the Self-Service web definition that must be used to enable the online entering of service requests via the PMFS app. The web definition will enable field engineers to add new jobs online via their PMFS credentials.

Use expected arrival date time?

Yes: a menu option is shown on the device where the user can update the expected arrival date time.

No: this option will not be available on the device.

All questions of questionnaires in one screen?

Yes: all questions from all questionnaires of the order are displayed on the device in a single screen.

No: each questionnaire gets a separate screen.

Communication log type for photos/sign-off

Define which user-defined type of the Communication log business object must be used to add photos + signatures.

Communication log type for comments

Define which user-defined type of the Communication log business object must be used to add comments by a tradesperson / engineer (if used in the Tradesperson's comments setting).

Communication log type for PMFS action

Define which user-defined type of the Communication log business object must be used to add PMFS actions.

Communication log type for internal notes

Define which user-defined type of the Communication log business object must be used for internal communication about a specific order / job between the back-office and a field engineer. This communication is displayed on the engineer's device as a 'chat', on the Internal communication summary block, on the maintenance activity summary and on the Internal communication screen. See Communication logs for internal communication.

Comment field

Define which comment field should be used to show additional information about the order on the device.

Tradesperson's comments

Define where the engineer's / tradesperson's comments must be logged in the back-office.

Comlog: in a communication log that is added to the order.

Comment: in the Comment field of the order.

CommentString: in the Comments field of the order.

Telephone number field

Define which phone number field of the person should be used to send to the device as contact information.

Enable real-time updates?

By setting this field to Yes, you allow that data added / changed by field engineers is instantly updated in ProCenter, instead of when they end a job.

Field engineers will still have to synchronize their devices manually, because no data is pushed from the back-office to the mobile devices. The app's Synchronize action will update all job data on the device with the latest back-office data.

Real-time updates ensure that both back-office and field engineers work with accurate job data. As data is continuously synchronized, this will have a minor effect on the performance. Also, some features behave differently when real-time updates are enabled. See for example: Configuring labor hour registration. Should conflicts arise due to changes to the same job data in both ProCenter and AppSuite, which cannot be resolved, the Synchronization background action will fail. These issues must be resolved manually by an application manager.

Enable maintenance activity comments?

Setting that allows engineers to enter comments on individual maintenance activities rather than on the whole job (order). These comments are stored as communication logs on maintenance activities. If you select Yes in this field, the app displays a Comments (activity) card on each maintenance activity and no longer displays the generic Comments (job) card. The setting does not work retroactively.

Activate debug logging

Select the appropriate method for debug logging: Always on, Always off or Device -specific. The device-specific option allows individual field engineers to activate debug communication logs (snapshots) via their device settings.

Logging level for debug snapshot

If you activate debug logging (see previous row), you can select the level on which debugging communication logs must be created:

Additional settings

This is a placeholder for additional settings provided by Planon.