The Service Automation Administration module, or Admin, is designed to provide you with self-service functionality to perform system administration tasks. You can use Admin to configure and manage the following features within Service Automation: Option | Description | Location Note Headers | Manage configurable fields that are required by your organization. Examples of location note headers include District/Regional Manager contact information, square footage, lease expiration date, brand, etc. | WO Properties | Manage service categories, work order statuses and priorities and trades/NTEs. | Accounting | Manage approval codes and GL codes. | Invoices | Configure invoice date options. | Permissions | Manage users and their permissions, security options and mobile access. | Site Audit | Manage audit types and review upload history of the audit type template. | Providers | Review contractors and manage internal providers. |
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