Operations Settings: Explanation

Operations Settings: Explanation

There are admin features inside of FCS that help you control and optimize your production and operations module.

Step 1

Go to Toolbox >Admin, then click "Operations Settings" from the list. 

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Step 2

After clicking into Operations Settings you will see a list of options, beginning with "Default time auto sending OPM:".

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Step 3

Now that you have seen the menu, lets go through what all of these options mean. The first setting is called "Default time auto sending OPM:" 

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This is a global (or system-wide) setting that controls the default time at which automatic OPM (Online Project Management) emails will leave the FCS System. OPM emails are notifications that are sent out after each day of work is entered and completed from the mobile version by a foreman or project manager.

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The next setting, is called "Default Max# of photos to preview in email:"

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This setting refers to the default number of photos in those OPM emails. We recommend 4 or 8 photos for optimal display layout, as the photos display in blocks of 4.

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The next setting is an "Enable OPM Approvals:" checkbox. 

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If you would like to enable OPM approvals you would select this box, turning it blue. OPM approvals means daily OPM entries would have to be approved before they are automatically sent out from the system. Approvals would be selected next to each day of work, in the Daily Progress section of the Production tab.

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The next setting is the "Edit prior day OPM entries:" checkbox.

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This setting is unchecked by default, which prevents all of your users from being able to go back to previous days of work, or previous OPM entries, and make changes. If you want to have some users be able to go back and edit prior day OPM entries, you would want to check this box. Further control of this ability to edit previous days of work is then handled in each individual user's settings.

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The next setting is a "Mandatory punch out picture:" checkbox. 

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When selected, this setting will require the foreman or project manager to take a picture in order to punch out the crew at the end of the day (this serves as a visual log of progress on the project). If you do not want them to have to take a picture to punch out the crew at the end of the day, leave that box unchecked.

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The next setting is the "Project Start Emails From:" dropdown box.

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Selecting a user from this dropdown box will make their email address be the source of the project start emails, that come from the FCS system. Project start emails notify the email list for a project when a production job will start.

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The next setting is the "Show in Project Start Emails:" dropdown box. 

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When project start emails go out, they will display the number of days until a project starts in a countdown, by selecting "Number of Days." If you would like for project start emails to display a static start date, select "Project Start Date." 

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The next setting is the "Finish Date in OPM Emails:" dropdown box. 

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The in-progress OPM emails that are sent out during the duration of the job, can be set to either count down to the project finish date by selecting "Number of Days", or show the static end date, by selecting "Project Finish Date."

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The next part of Operation Settings is the "Goals" fields.

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Once these goals are populated, they will be displayed on the production dashboard. The combination of these four goals will populate the 3 gauges of "Backlog", "In Progress", and "Completed" in your production dashboard.

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This completes the explanation of basic FCS Operations Settings

 

 

 

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