System Options - General tab

Company

Company Name

Specifies the organisation's name that is to be used in the Asset Tree and reports.

Note: You must close and reopen the Asset Tree for company name changes to take effect.

Base Currency

Specifies the base currency that is used to store values when multiple currencies are used.

Settings

Display Multiple Currency Fields

Specifies whether multiple currency fields should be displayed. Enable this option if values need to be stored in multiple currencies. Currency fields include:

• Base Currency — used to store all values in the On Key database
• Site Currency — used for reporting at the specific site
• Transaction Currency — used to exchange values between this site and sites that use a different currency

Allow case sensitive code search

Specifies whether code searches must be case sensitive.

Display Background Task Screen

Specifies whether the Background Task Screen should appear when performing certain background tasks.

First Week of Year

Determines how the first week (week 1) of a new year is selected. Options include:

• Starts On Jan 1 — A week will be regarded to be the first week of the year if it includes January 1st
• First 4 Day Week — A week will be regarded to be the first week of the year if it includes at least 4 days of the new year
• First Full Week — A week will be regarded to be the first week of the year if it includes at least 7 days of the new year

Automatically recalculate user rights for user accounts that have changed

Select this system option if you want On Key to completely rebuild user accounts at a regular interval.

Enable smart user rights recalculation to append new user rights to user accounts that have changed

Select this system option if you want On Key to perform frequent user account refreshes. Refreshing a user account appends the new permissions that have been added to the user account since the last refresh. This is especially useful in environments where user permissions change often.

Note: User account permission removals will not be applied.

This option can only be enabled if the 'Automatically recalculate user rights for user accounts that have changed' system option is enabled.

On Key close behaviour

Specifies how On Key must behave when the browser is closed. The 3 options are specified below:

1. None - Close Internet Explorer without a warning message ( irrespective of unsaved data) - Default

2. Prompt -  Always show a warning message when closing Internet Explorer (irrespective of unsaved data or not)

3. Prompt Unsaved - Only show a warning message when closing Internet Explorer and there is unsaved data

Asset Type Tree

Enable component and task spare relation

Specifies whether the integrity between the descendent component and spares quantities must be maintained within the Asset type Tree.

Allow duplicate task spares

Specifies whether the same spare can be duplicated across multiple tasks.

Allow duplicate task labour

Specifies whether the same labour item can be duplicated across multiple tasks.

Allow auto-synchronisation after accept development

Specifies whether you want the option to automatically synchronise asset types when accepting development statuses.

Note: If enabled, an additional option will be added to the Accept Development dialog box to allow automatic synchronisation.

Synchronise automatically default

Specifies whether you ALWAYS want asset types to be automatically synchronised when accepting development.

Last IntelliSync Date

Displays date and time IntelliSync was last activated. View the Synchronise using IntelliSynch topic to learn more.

Tasks

Task Labour Section Default to Responsible Section

Specifies whether the 'Task Labour Code' field should default to the 'Responsible Section' field.

Note: This will only work if the if the Trade Code and Section combination exists.

Default copy behaviour for asset type task and asset task documents

This setting specifies the default document copy behaviour for asset type and asset task documents. The following default behaviours are available.

• Do not copy documents — Documents will not be copied to work orders or work order tasks.
• Copy documents to work orders — Documents will be copied to work orders that include the asset or asset type task, and will be accessible from the Work Orders' edit window.
• Copy documents to work order tasks — Documents will be copied to work order tasks, and will be accessible from the work order's Task Detail edit window.

Monitoring point required on asset task

Indicates whether monitoring points are mandatory for asset inspection tasks that require readings.

Note: Enabling this system option could cause monitoring point validation errors when attempting to batch update asset and asset type tasks.

New User

Allows the administrator to link a 'New User' onboarding template on a global level, so that the invitation is standardised across all users

Role Invite

Allows the administrator to link a 'Role Inviter' onboarding template on a global level, so that the invitation is standardised across all users

Forgot Password

Allows the administrator to link a 'Forgot Password' onboarding template on a global level, so tha the template is standardised across all users