Set up the Display Tab

Per-user options

The technician can also set these display options from OnSite . The values you set here will be the defaults that the OnSite user can change.

A site can have a descriptive name such as Bedford Campus (Site Name field) and an identifying code, such as BEDFORD (Site Code field).

Choose the field that you want OnSite to display.

A building can have a descriptive name such as Boston Medical Campus (Building Name field) and an identifying code, such as BOSMED (Building Code field).

Choose the field that you want OnSite to display.

Since the building address can take up space on the OnSite screen, you may wish to hide the building address. This is particularly useful if your company has only one building and the technicians do not need to travel between buildings.

Choose Show or Hide.

After the technician signs in, they see a screen that groups their work requests by priority, due date, schedule date, or building . The technician can use the Group By option to change how work requests are grouped.

All of the Group By options may not be appropriate to operations at your site. For example, if a technician works only in one building, they do not need to set Group by Building. In this case, you may wish to not include Building in the list of Group By options

Use this option to control the settings available in the Group By option. Select as many settings as apply for operations at your site. You can choose:

• By Priority

• By Due Date (Overdue, Today, Due Later)

• By Schedule Date (Past Scheduled, Today, Scheduled Later)

• By Site - Building

• By Priority and Due Date (Emergency, Overdue, Today, Due Later, PM)

The work list (the screen you access after you select the options by which work is grouped) includes a summary with key details about each job, such as priority and building. It can optionally include the Equipment Code and Equipment Standard if you select these fields with this option.

To make the work list easier to read, you may wish to hide the Equipment Code and Equipment Standard from the work list. You can then access this information once you drill into the work request details.

Specify whether to show the “Assignments” section on the Work Request Details page.

You may wish to set this option to Hide if you typically assign only one technician to a work request. In this case, the Assignment section will list only the current technician, which is obvious information.

If you typically assign multiple technicians to a request, the Assignments section holds useful information that you might want to display.

Click here to see the Assignments section in OnSite .

When the option is set to Show, OnSite will show:

• the footer entry “Diagnostics," which invokes a page listing diagnostic fields (specified in the below parameter) that the technician can complete.

• the diagnostic fields on page 1 of the Completion Wizard. If the technician has not yet completed the fields, they can do so as part of work completion.

Click here to see OnSite's Diagnostic command.

If you want to mandate that the technician must complete a particular field in order to complete a work order, set this field as part of the "Require technicians to enter data before completing requests" parameter, in the Workflow tab (above).

If the above option is set to Show, use this option to specify the exact fields that appear.

You can hide or display the following fields: Craftspersons Notes, Repair Type, Cause Type, Equipment Down Hours, Current Equipment Reading.

When the option is “Show”, OnSite will show:

• the footer entry “Other Costs," which invokes a page listing cost fields (specified in the below parameter) that the technician can complete.

• the Other Costs section of page 2 of the Completion Wizard. If the technician has not yet completed the fields, they can do so as part of work completion.

Click here to see OnSite's Other Costs command and resulting edit forms.

If you want to mandate that the technician must complete the Other Costs field in order to complete a work order, set this field as part of the "Require technicians to enter data before completing requests" parameter, in the Workflow tab (above).