Path: Admin > Client Info / Preferences Tab
Do Not Allow PMs to Slide. Mark this check box to prevent a 'slide' in the date on PMs when performed after the due date. For example, if PMs are not allowed to slide and a monthly PM is performed a week late, the next PM is scheduled for three weeks in the future rather than four weeks. This does not apply to floating, fixed day, or 5 day work week PMs.
Show Bar Code. Mark this check box to have bar codes print on the work order.
Print PM Task Sheet on Separate Page. Use this option to automatically print the PM task sheet with the work order on a separate page. This applies to all print formats.
Do Not Print Work Order if Not Authorized. Mark this check box if you want to prevent users from printing work orders until the work is authorized.
Add Task Description to Action Requested. Mark this check box to populate the work order Action Requested field with the task description.
Update WO Status on Completion/Finish. Mark this check box to populate the Work Order Status field when you create a work order, or when a complete or finish date is entered in the Completion Date or Finish Date fields.
When a new work order record is saved, the term 'Created' automatically displays in the Status field. The field does not reflect the term 'Completed' or 'Finished' until completion or finish dates are entered.
Enforce Work Order RC for Task Code RC. Use the repair center that applies to the work order rather than the repair center associated with the task code.
Force a Trade for Each Task. Require that each task on a work order have a trade.
Remote Print Work Order per Trade. Mark this option if you want to restrict the number of times a work order is printed for a Trade. When checked, multi-task work orders print once for each Trade, regardless of the number of tasks assigned to the Trade.
Require all master checks to be processed before closing/finishing work order. Select this option to assure that the master check list is completed before closing the work order. If this preference is used, a work order cannot be saved with a completion or finish date unless all master check list items have been documented on the work order.
Load Single Task WO on Double Click. Mark this check box if you want the Single Task Work Order window to open when work order links are clicked from windows such as Equipment or when using the Create Work Order link on the Action Menu. This does not apply to menu selections.
Filter Item by Location. Mark this check box to restrict the item selection list (equipment, vehicle, asset, group, tool, entity, biomed, IT equipment) to items located in or linked directly to the location. This applies to Multi-Task Work Orders, Single Task Work Orders, and Quick Work Orders. When the item is selected first, the location can be changed without removing the selected item from the field, only from the drop-down list.