General Tab

Owned by Chellie Esters
Last updated: Jul 27, 2023 by Anastasia Medovkina

From the General tab, you may manage the following for dashboards: theme-specific information, primary and secondary languages, login/out redirects, and attachment preferences for work orders created by dashboard-only users.

⦿ How to Modify General settings
  1. For all desired fields:
    1. Enter the desired details in related text fields
    2. Check/uncheck the boxes next to the desired options, and/or
    3. Select desired items from a drop-down list as necessary,
  2. Click Save Changes at the bottom of the screen. A confirmation message appears at the top-right corner of the screen.

List of Settings Under the General Tab

  • Title: Title to display at the header of the dashboard (for example, the name of the dashboard).
  • Theme: Name of the folder that contains the images and design files for the dashboard.
  • Navigation Map: Name of the file that contains the list of the selected left navigation menu items.

  • FavIcon: Name of the desired icon to display in the address bar.

    Important

    Changes made to the above four fields affect the overall appearance and/or functioning of the selected dashboard. Should you want to modify the above fields, make sure you enter accurate details.

  • Culture: Primary (default) language and date format for the dashboard. 
  • Other culture: Secondary language and date format for the dashboard.
  • Currency: The desired currency for the dashboard. This applies to work orders created after the change, and the NTE for these work orders display in the new currency in the work order detailed view.
  • Date Format: The desired date format for the dashboard. Available options are: Month Day, Year and Day, Month Year. 
  • Time Format: The desired time format for the dashboard. Available options are: 12 and 24 hours. 
  • Log In URI: Default landing pages for dashboard-only users to suit their workflow. Select from the Summary, View Open Tickets, View Work History, Request Service, and Leave Feedback pages.

  • Log Out URI: Address of the Web page where you want to direct dashboard-only users upon logging out. For example, in case your company requires users to update a specific Intranet page whenever they add or modify a work order, you may automatically redirect users to that page upon logging out.

    Log In/Out redirects can only be set for dashboard-only users. See Adding and Editing Users for more information on setting up dashboard-only users

  • Allow Adding Attachments: Allow users to add attachments (for example, a photo or video indicating the condition of an asset) when creating a work order.

    The settings for attachments also apply for dashboard users using the SC Mobile app

  • Require attachments: Make attachments mandatory to submit new work orders.
  • Show Other Categories: Allow users to filter and view work orders from categories like Open Tickets & Work History Pages in the service calendar. 
  • Hide Dashboard Selection: restrict dashboard users to switch between multiple locations from the drop-down menus on the top right corner.  
  • Hide Late to Arrive: Hide the Late to Arrive tab/menu item from Dashboard 2.0.

In this Article

Related Articles