Modify Your User Profile
When you select the Profile button from the fly-out menu, you are taken to the Profile screen. The Profile screen allows you to adjust the settings specific to your login. Below, we will describe the fields available to you on the screen.
Remember to tap Save before you exit this screen anytime you make a change to your profile.
Defaults
The Segment field shows which database segment that the device data is being pulled from. This field is cannot be edited.
Forms
The three fields show the default forms that are being used to display work order, asset, and material records. Select one of form fields to select a different form for that module from the pop-up window.
Data
The three fields in the Data section show which saved queries (if any) will be used to pull records from the Work Orders, Assets, and Materials modules from the TMS database down to the device database, when a synchronization is executed.
Select one of the data fields to select a saved query to use. You can also select a field and then select the "blank" row at the top of the pop-up window of saved queries to remove a previous saved query selection.
Data Options
This area shows additional options for pulling data from the TMS database. Here's what each of these options mean when turned to ON:
| Option | Description |
|---|---|
| All WOs for Resource | Only allows work orders assigned to the resource tied to your login to be pulled from the TMS database. |
| Completed Work Orders | Allows you to enter a value in the Within how many days? field to specify how far back to go in the TMS database when pulling down "completed" records. |
| All Asts for Resource | Only allows assets that are assigned to you to be pulled from the TMS database. |
Select the option's ON/OFF slide to turn the options on or off.
Query Results
The Query Results section allows you to dictate what fields will show on a module's query results screen. By default, these are the fields displayed on the query results screens (in order of field number) in each of the modules:
| Work Orders/Assets | Materials | Schedules |
|---|---|---|
| Description | Description | Description |
| WO Number or Asset Number | Material Number | Schedule Number |
| Type | Site | |
| Account | Building | |
| Priority | Location |
To change the fields for a module's query results, follow these steps:
-
Select one of the module fields ([WO, Asset, Material, or Schedule] Query Results)
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Select one of the five fields in the sample at the top of the screen
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Select a field from the list of available fields
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Update the label text, if needed, or leave the label blank if you don't want a label to be shown in the results
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Repeat as many times as necessary (for up to five fields) to add all of the fields you want to see in the module's query results
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Select the Profile button to return to the Profile screen when you're done
If you choose not to select a new field for all of the available fields in the steps above, the next time you run a query in that module, you will only see the fields you did select.