Transition to a Live Company: Verify Field Management Settings
Verify Field Management settings when going live with your test company.
See Transition a Test Company to a Live Company for more details.
Billing Compiler
- Select .
- Under General Configuration, enable the applicable live companies in the setting AR Billing Companies to include.
Daily Huddles
- Select .
- Ensure that the appropriate users have access to Daily Huddle (under Field Tools) for your live company.
- Select .
- Ensure that the Employee Group assigned to Daily Huddle Admin Group is assigned to your live company.
Daily Reports
- Select .
- Ensure that the appropriate users have access to Daily Reports (under Field Tools) for your live company.
Select
- Enable the appropriate companies in the portal setting List of companies to include for Daily Report Input (comma separated).
Equipment
- Select .
- Ensure that the appropriate users have access to Equipment for your live company.
- Select .
- Enable the appropriate companies in the portal setting Enable EM Companies for Equipment Functionality.
- Ensure that the Employee Groups assigned to the following portal settings are assigned to your live company:
- User Group for Jobsite Equipment Admin
- User Group for Mechanics
Job Assignment
- Select .
- Ensure that the appropriate users have access to Job Allocation (under Field Tools) for your live company.
Project Issues
- Select .
- Ensure that the appropriate users have access to Issues (under Field Tools) for your live company.
- Select .
- Under General Configuration, enable the appropriate companies in the portal setting PM Companies to include for Project Issues.
- Ensure that the Employee Group assigned to the portal setting Employee Group to control whether user can close Issue includes employees in your live company.
Progress Entry
- Select .
- Ensure that the appropriate users have access to Progress Entry (under Field Tools) for your live company.
- Select .
- Enable the appropriate companies in the portal setting JC Companies to include for Progress Entry (comma separated).
- Ensure that the portal setting User Group to enable Progress Entry Submission includes employees in your live company.
Purchase Orders
- Select .
- Ensure that the appropriate users have access to Purchase Order options for your live company and for the appropriate License Type.
- Select .
- Enable the appropriate companies in the settings shown.
- Select General Configuration.
- Ensure that the Employee Group assigned to the portal setting Employee Group for PO Admins / Purchasing Dashboard access includes employees in your live company.
Resource Planning (Add-on)
- Select .
- Enable the applicable live companies in the following settings:
- EMCo to enable for Equipment Resource Assignments (comma separated)
- HR Companies to enable for Asset Assignment (comma separated)
- JC Companies to enable for Job Assignments (comma separated)
- PR Companies to enable for Employee Resource Assignments (comma separated)