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My Account        1




                                        My Account
This is the area where the User’s information and global system settings are held. This screen contains two sections.
The top portion shows the user’s account and personal information and the bottom portion shows the areas of the
system which the administrator can manage. When making changes in any section, be sure to save the settings
before leaving that page.

NOTE: This menu option is securable via the 'User Administration' feature. If enabled, a user will be able to change
his password and contact information only. Regular users will not be able to change any of the Administrator
settings.


                                          Account Settings
This section allows changes to the user’s contact information. Password, address information, phone numbers, and
email address for the logged-in user are maintained in this area. Any changes to the information will be saved once
the 'Save Settings' link is clicked. Click 'Return to Main Menu’ in the right-hand corner to cancel any changes.


                             Administrator System Settings
The bottom section provides links to manage the way work orders and PM’s are managed in your system.

         General System Settings – Allows you to set system wide formatting such as the date format, the currency
         symbol, turning on and off old-style lookups, system-wide user password expiration and turning on Edit In
         Place.
         User Interface Settings – Allows you to add, remove and rearrange the tabs.
         General Work Order Settings – Allows you to choose if closed work orders can be edited, if closed work
         orders can reopened by the administrator, which related tables will be included on the work order’s HTML
         printout and what the next work order number will be.
         Work Order Email Settings – Allows you to choose which contacts – Administrator, Perform For, Assign To,
         Request Notification Group – will be notified when work orders are opened or closed in your system. In the
         case of Request Notification Group, you can also set the Take Ownership Link which allows the user to
         assign and close a work order to himself through the email. Lastly, you can also choose the subject line for
         those emails.
         PM Email Settings – Allows you to activate automatic generation and emailing of the PM schedules in your
         system.
         Inventory Control Settings – This module allows for multiple inventory locations to be used for purchasing in
         your system. You will be unable to modify this area unless you have the module installed. Inventory Control
         Settings also contains an option to charge parts directly to an asset instead of through the work order charge
         out process. When selected, this option will create a new link on the assets called ‘Parts Charge.’
         Purchasing and Requisitioning – This module allows for control of the requisitioning process for those
         eMaint clients who use it. These settings do not affect the purchasing process for clients who do not use
         requisitioning.




Last updated: November 21, 2007




                                             ©2007 eMaint Enterprises LLC

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My Account

  • 1. My Account 1 My Account This is the area where the User’s information and global system settings are held. This screen contains two sections. The top portion shows the user’s account and personal information and the bottom portion shows the areas of the system which the administrator can manage. When making changes in any section, be sure to save the settings before leaving that page. NOTE: This menu option is securable via the 'User Administration' feature. If enabled, a user will be able to change his password and contact information only. Regular users will not be able to change any of the Administrator settings. Account Settings This section allows changes to the user’s contact information. Password, address information, phone numbers, and email address for the logged-in user are maintained in this area. Any changes to the information will be saved once the 'Save Settings' link is clicked. Click 'Return to Main Menu’ in the right-hand corner to cancel any changes. Administrator System Settings The bottom section provides links to manage the way work orders and PM’s are managed in your system. General System Settings – Allows you to set system wide formatting such as the date format, the currency symbol, turning on and off old-style lookups, system-wide user password expiration and turning on Edit In Place. User Interface Settings – Allows you to add, remove and rearrange the tabs. General Work Order Settings – Allows you to choose if closed work orders can be edited, if closed work orders can reopened by the administrator, which related tables will be included on the work order’s HTML printout and what the next work order number will be. Work Order Email Settings – Allows you to choose which contacts – Administrator, Perform For, Assign To, Request Notification Group – will be notified when work orders are opened or closed in your system. In the case of Request Notification Group, you can also set the Take Ownership Link which allows the user to assign and close a work order to himself through the email. Lastly, you can also choose the subject line for those emails. PM Email Settings – Allows you to activate automatic generation and emailing of the PM schedules in your system. Inventory Control Settings – This module allows for multiple inventory locations to be used for purchasing in your system. You will be unable to modify this area unless you have the module installed. Inventory Control Settings also contains an option to charge parts directly to an asset instead of through the work order charge out process. When selected, this option will create a new link on the assets called ‘Parts Charge.’ Purchasing and Requisitioning – This module allows for control of the requisitioning process for those eMaint clients who use it. These settings do not affect the purchasing process for clients who do not use requisitioning. Last updated: November 21, 2007 ©2007 eMaint Enterprises LLC