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Branch Preferences

Before using Maintenance Execution Planner, you can set your preferences.


Procedure: 

Tip

From the drop-down menu in the top left corner of the planner board you can select a specific branch. 

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  1. Click the User Profile icon at the top right corner.

          A drop-down menu appears.

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2. Select Branch Preferences.

    The Branch Preferences tab for a specific Branch appears.

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3. You can edit and amend fields in the Branch Preferences modal according to your requirements.

    The following are some of the preferences that can be amended:

  • Work Order Statuses

  • Work Order Types

  • Category Code display

  • Planning Resource Types


4. (Optional) Click Copy to Default to apply to all Users for that Branch.

     Click Apply.

     Note:  Changes are only applicable to the selected Branch.