System and Start Up Preferences

In addition to the preferences that affect the behavior of individual modules, system-wide preferences are available that have a more global impact. In addition, start up preferences are available that determine the behavior of the Home page.

Access System and Start Up preferences:

  1. Select Tools > Preferences from the Main Menu.

    The Preferences for the currently accessed module will be displayed.

  2. Choose between two options:

    • Click the System folder in the Module/Category menu on the left.

      The page refreshes, displaying System preferences.

    • Click the Start Up folder in the Module/Category menu on the left.

      The page refreshes, displaying Start Up preferences.

ClosedSystem Preferences

The following system-wide preferences are available:

  • Localization: Preferences that allow you to localize your system, including default currency and date formats.

    To ensure accurate calculations of elapsed time when multiple time zones are in effect at an organization, individual users can set a personal time zone, separate from the server time zone. When different time zones are specified between the server and member, all data entered is adjusted and saved in the server time zone to ensure accurate calculations.

    Whenever possible, data displayed on the page is converted back and displayed in the user's personal time zone.

    Members should use My Preferences when setting a personal time zone.

    MC Express end users must make sure that the time zone setting on their mobile device matches the Client Time Zone defined here. If the time zones are not aligned, work orders with Anytime values may have unexpected results.

  • Map Provider Setup: Settings to establish the GIS mapping feature, if installed.

  • Settings: Settings and defaults that impact the behavior of the system, including:

    • Default email settings.

    • Auto Complete: Setting used to determine if auto-complete should be enabled when entering values into fields connected to lookups. This setting is only active in some modules.

    • Service Requester Days: Setting that determines how long closed service requests should be displayed to members on the Service Request Status page.

    • Time Out Alert: Setting used to determine if users should receive a warning when less than two minutes are remaining before they will be logged out of the system due to a session time out.

    • Module-specific settings that are important and commonly modified, such as the max nodes on the Asset List and reorder formula. These settings are also available in the affected module.

    • Two Audit History Retention preferences determine the method for retaining a history of record changes (either time-based or record-based) and the volume of history to maintain based on the method chosen.

    • Instructions to display when users access a Custom Help menu. This feature is for customers that provide their own MC Support as Service Providers.

  • User Interface: Series of user interface settings, commonly set by the user on the View Settings menu. For example:

    • Hide/ Show controls for the toolbars and menus.

    • Options to reduce motion and disable auto-scroll.

    • Option to view the system in a single pane rather than split pane.

    • Hide/Show asset icons in the Asset List pane.

ClosedStart Up Preferences

The following start up preferences are available:

  • Home Page KPIs: Settings that determine the KPIs that should be displayed on the right side of the Home Page Work Center.

  • Default Shop: Default shop to use for filtering records on the Home page.

    To establish a default shop for another user, an administrator must log in as that user, access Start Up Preferences and define the appropriate shop.