V19 Setup Menu in Detail
All configuration and setup pages (other than planned work routines) are now centralized into a single page, making it easier to find the area you want.
Common areas like Users, Employees, Contractors and Suppliers are immediately available in the menu on the left.
These configuration pages, and all other pages are now available in a single “All Setup Pages” new page.
Features
- Search feature, for example, enter “user”
to find the Users page.
- Setup areas are categorized into their
respective areas, for example, all Asset setup is together
- A brief description has been added so you
can quickly understand what this means
- The total number of records and number of
“in use” records is easily seen.
- There is improved flexibility to create
your own records in some pages (see below).
What do the numbers mean?
Next to each item, there are 2 numbers. In most cases, the numbers mean the number of ‘in use’ records and the total number of records. In the example below, there are a total of 15 department records and 14 departments are set as ‘in use’ = yes.
Why does the same item appear multiple times?
If the item relates to more than 1 area of the system, it may appear multiple times on the Setup page. For example, Priority is available in both Work Requests and Planned Work, so it is listed in both areas.
Standardization of Names
The following setup areas have updated names. Please use the new names in version 19.
|
V18 |
V19 |
Description |
|
User Accounts |
Users |
People that can login with their security permissions |
|
WO Descriptions |
Request Descriptions |
The list of all work descriptions that are mandatory on new work requests. |
|
Equipment Conditions |
Asset Conditions |
The condition of the asset/equipment |
|
User Access Areas |
Asset Restricted Areas |
An optional way of applying security on which users can see groups of assets. |
|
Custom Asset Groups |
Asset Groups |
An additional category on assets used in reporting |
Improved Customization and Flexibility
The following areas now allow full control over existing Q2 standard data, and the ability to create your own custom data specific to your property.
|
Area |
Item |
Description |
|
General |
Request Types |
Teams that receive work |
|
Assets |
Asset Register |
The primary category for all assets |
|
Asset Types |
The secondary category for all assets |
|
|
Work Request Categories |
Grouping the same assets for work requests |
|
|
Planned Work Categories |
Grouping the same assets for planned work |
|
|
Work Requests |
Work Sources |
Who found the work request, normally either Guest or Staff |
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