The "User Group Setup" is a menu item of the "Mobile Setup" and allows you to set up templates for user groups to which individual users can later be assigned and thus defined presettings of the user group can be rolled out for all users of the group.
General:
No:
Code of the group (primary key)
Name:
Name of the group
Description:
Description of the group
Amount of Users:
shows the amount of users assigned to the group
Send Notification to Device:
when activated, push messages will be sent to the mobile device in the event of errors
Work Orders:
Res. Department No.:
Possible specification of a "Res. Department No." whose work orders are to be displayed for the user in "Work orders of my department".
Post Work Order Feedback:
Specifies whether to post automatically after the Work Order Feedback has been synchronized (not available with license type "Restricted user").
Work Order Fdb. No. Series:
Required information for the "Item feedback" function.
Item Feedback Journal Template:
Required specification of the work order journal template for the "Item feedback" function.
Item Feedback Journal Name:
Required specification of the name of the work order journal for the "Item feedback" function.
Item Feedback Default Quantity:
Pre-assignment of the quantity specification for the "Item feedback" function.
Item Feedback Default Location:
Pre-assignment of a location for the "Item feedback" function.
Resource Feedback Default Quantity:
Pre-assignment of the quantity for the work order feedback for a resource.
Resource Feedback Default Work Type:
Pre-assignment of the work type for the work order feedback for a resource.
Physical Inventory:
Inventory enabled:
to activate the "Inventory" on the mobile device
Physical Inventory Journal Template:
Required specification of the Item Journal Template for the "Inventory" function.
Physical Inventory Journal Batch:
Required specification of the name of the Item Journal Batches for the "Inventory" function.
Physical Inventory No. Series:
Required information for the "Inventory" function.
Post Physical Inventory Values:
Specifies whether to post automatically after the Inventory has been synchronized.
Physical Inventory Default Location:
Pre-assignment of a location for the "Inventory" function.
Data Gathering
Data Gathering Enabled:
Activation of data gathering in the MAIN-TOOL App (not available with license type "Restricted user").
Note:
- "Data Gathering" refers to the creation of Component Addresses, Object Locations, Vehicles and Technical Components, with assignment of a class, component group, manufacturer code, data sheet template and a photo with description.
- It is not possible to create and edit technical specifications for data sheet templates or data sheets.
- It is not possible to assign the technical object within an asset structure.
Stock Receipt
Stock Receipt Enabled:
Enables the stock receipt on the user's mobile device.
Allow Bin Overweight:
When activated, an overweight of Bins will be allowed. If not activated, an overweight will cause an error during synchronisation.
Reveive Stock Receipt:
When activated, purchase orders are delivered automatically.
Stock Transfer
Stock Transfer Enabled:
Enables the stock transfer on the user's mobile device.
Post intern Stock Transfer:
When activated, internal stock transfers are posted automatically.
Stock Transfer Inventory Journal Template:
Template for Item Journal to use for Stock Transfer.
Stock Transfer Journal Batch:
Name for the Item Journal to use in Stock Transfer.
Stock Transfer Nos.:
Required Information of the Number Series for the Stock Transfer.
In-Transit Code:
Specifies the in-transit code for the transfer order, such as a shipping agent.
Once the user group setup has been completed or changed, the users assigned to the group can be updated by clicking on "Update group users". Please note that all fields are transferred and any user-specific changes are overwritten.
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