Setting default values for user groups in mobile applications

Configure the default value settings for user groups in the Infor EAM Transit application or mobile devices. The data specified here defines the settings on the EAM Transit app.

Select Administration > Security > User Groups.
Select the user group for which to set default values in mobile applications, and then click the Mobile Settings tab.
Specify this Work information:

Download Work Orders

Select the check box to download work orders by default for the user group.

Specify the Dataspy for which to download work orders in For Dataspy.

Download Employees

Select the check box to download employees by default for the user group.

Specify the trade, department, or employee for which to download employees for the user group in For Trade, For Department, or For Employee.

Download Standard WOs

Select the check box to download standard work orders by default for the user group.

Download Inspection Results

Select the check box to download inspection results by default for the user group.

Download Task

Select the check box to download tasks by default for the user group.

Download Work Order Nonconformity

Select the check box to download nonconformity work orders by default for the user group.

Download Permit to Work

Select the check box to download permits to work by default for the user group.

Specify the Dataspy for which to download permits to work in For Dataspy.
Specify this Equipment information:

Download Equipment

Select the check box to download equipment by default for the user group.

Specify the department, location, class, category, equipment, or type for which to download equipment for the user group in For Department, For Location, For Class, For Category, For Equipment, or For Type.

Download Equipment Comments

Select the check box to download equipment comments by default for the user group.

Specify whether to download the equipment comments for work orders only in For Downloaded WO only.

Download Equipment History

Select the check box to download equipment history by default for the user group.

Specify whether to download equipment history for work orders only, or for the latest days in For Downloaded WO only, or For Latest (Days).

Download Equipment Custom Fields

Select the check box to download equipment custom fields by default for the user group.

Specify whether to download equipment custom fields for only work orders in For Downloaded WO only.

Download Cost Codes

Select the check box to download equipment cost codes by default for the user group.

Specify the class or cost code for which to download equipment cost codes in For Class or For Cost Code.

Download Meter Reading

Select the check box to download meter readings by default for the user group.

Download Equipment History Comments

Select the check box to download equipment history comments by default for the user group.

Download Linear Asset Information

Select the check box to download linear asset information by default for the user group.

Download Equipment Nonconformity

Select the check box to download equipment nonconformities by default for the user group.

Download Mobile Notebook

Select the check box to download mobile notebook records by default for the user group.

In For Latest (Months), specify the latest number of months for which to download to mobile by default for the user group. For example, specify 6 to limit the data downloaded to the mobile device to the last 6 months of data.
Specify this Materials information:

Download Stores

Select the check box to download stores by default for the user group.

Download Parts

Select the check box to download parts by default for the user group.

Specify the store or part for which to download for parts for the user group in For Store or For Part

In Stock and Quantity

Specify the required number of parts in stock at the default store. The number you specify here becomes the default stock number the part must meet before the part will be download for the user group. For example, specify 4, and only those parts with a quantity of 4 or more in stock (in the store) will be downloaded.

Download Bins

Select the check box to download bins by default for the user group.

Specify the store or bin to download for bins for the user group in For Store or For Bin.

Download Physical Inventory

Select the check box to download physical inventory by default for the user group.

Specify the store or line to download physical inventory for the user group in For Store or For Line.

Download Supplier

Select this check box to download the list of suppliers by default for the user group.

Download Asset Inventory

Select the check box to download asset inventory by default for the user group.

Download Stock

Select the check box to download stock by default for the user group.

Download PO Receipt

Select the check box to download purchase order receipts by default for the user group.
Specify this Other information:

Download eSignature Settings

Select the check box to download the eSignature settings by default for the user group. This check box determines the records displayed on the eRecords Setup screen.

Download Document with Print on Work Order

Select the check box to download a document when a work order is printed, by default for the user group.
Click Save Record.