Setting up Client Preferences

Main screen

Start by clicking the Home button on the main screen

Client home page

Click Preferences button at top right

Client Preferences

The client preferences card is used to set up preferences at the client level. Generally these settings will apply to all relevant actions relating to the current client. Client preferences can be set and edited only by Client admin users - the settings affect actions carried out by Client admin and Client staff users as well as Managers and Surveyors acting on their behalf.

Use the various tabs to set Client level preferences for custom data, KPIs, works numbering schemes, default employee setup, resource duplication options, financial and cost centre defaults.

Works numbering preferences

Set up default prefixes and next numbers to use for tender enquiries, works enquiries and works orders.

NOTE: If you reset the next number manually, you will not be allowed to set a number that is lower than the last highest number used for that type of works record.

Employee preferences

Employee preferences govern default settings for newly entered employees and employee contracts and flexi-time cycles.

Client Finance preferences

Finance preferences allow client admin users to set up financial year start date, default retention percentage for works orders, manager and surveyor access to cost centre and licence information, cost centre overspend locks and warnings and email / SMS notifications.

Client Cost Centre preferences

Default cost centre setup. Set up the default cost centre to use generally and for each individual site. The minimum requirement is for a global default cost centre to be allocated. Without this it will not be possible to issue new works enquiries or orders.

If a site has its own default cost centre, then that will be used by default for new maintenance tasks and works enquiries / orders. Otherwise the gloabl default cost centre for the client will be used.

NOTE: It is possible to re-assign cost centres for tasks and works directly on the task or works record if necessary.