Create a New Mobile Profile
To create a new profile, follow these steps.
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In the main TMS application, select Setup > General > Mobile Profiles.
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Verify that the segment shown in the Segment drop-down menu is the segment in which you want to create the new profile. If not, select the correct segment from the drop-down menu.
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Click the New button in the toolbar.
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In the User drop-down menu, select the TMS user to tie to the profile.
You can only create one mobile profile per user ID. Also, user IDs only appear in this drop-down menu if they are already tied to a resource in the TMS application.
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Click Create to add the profile. The profile's Main tab opens.
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The values you select in the profile governs what information and functionality is/isn't available to the user when they log into TMS Sidekick on their device. With this in mind, select the saved queries, forms, and functionality to be made available to the user from these field groups:
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Data - The saved queries and search options to be used to pull data from the TMS database to the device.
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Options - The forms to use in the Work Orders and Assets module (if enabled), and other functionality that can be made available.
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TMS Sidekick - The form used in the Materials module, and the closed work order filter criteria to use.
For a detailed explanation of the fields on the Mobile Profile Edit screen, click here to go to the field reference topic.
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When the mobile profile is complete, click the Save button.
When the TMS Sidekick user logs into the add-on on their device, the settings above will be applied.
Delete a Profile
If you created a mobile profile in the wrong segment or the mobile profile is otherwise no longer needed, you can delete the profile from inside the Mobile Profile Edit screen, by clicking the Delete button in the toolbar. You will be asked to confirm the deletion before the record is permanently deleted.
