Setting the default location for workshop units

Summary

This article explains how to set the default location for workshop created unit.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

It is possible to set a default location for units created whilst adding a workshop job. If no default has been set then the user will be prompted to enter the location information at the time of creating the unit. All of these defaults can be overwritten at the time of creating the unit.

There are three levels of default; the site default, the user default and the system default.

• The site default is the highest of these and will overwrite the other default workshop unit locations.
• The user level default will overwrite the system level default but not the site default.
• If the site default is spaces then the user default will be used.
• If the user default is spaces and the site default is spaces then the system default will be used.
• If you have one site, then the system default should be sufficient.
• If you have more than one site, set the site default.
• Only very rarely would you need to set a default for a specific user.

Site Default

Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Sites".

• Select the site whose default you want to change.
• Select page 5 and for "Workshop unit site:" enter the default location for that site.

User Default

Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".

• Enter the name of the user you want and select [Search].
• Select [Edit].
• Navigate to the [Workshop] tab.
• For "Workshop unit site:" enter the default location for the user.
• Now Select [Done] and [Accept] to save changes.
• Press <Close> to exit.

System Default

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings"

• For "Workshop unit site:" enter the system default location.

See also

• Creating workshop jobs
• Creating workshop units
• Creating a new unit by copying an existing unit
• Setting the default location for units

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Keywords AND Misspellings

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