Customizing Screen/Function Names
When the Edit Field Names option on the Options screen is enabled (accessed from the Main screen by selecting Administration > Options) a user with setup in the Admin Group in Security can use the Customize Names feature. This allows you to modify screen/function name of several commonly used Rosistem Assets screens. The screen names that can be edited are:
•Audit
•Check-In
•Check-Out
•Transfer Check-Out
•Dispose
•Move
You may want to change a function name if your business calls one of the functions something different than the default value.
Keep in mind that changing a function name on the PC does not change it on the mobile device. For example, if you rename Audit to Verify in the application the name Audit will be changed to Verify on the PC, but Audit will still display on the mobile device.
1.To change the name of the Audit, Check-In, Check-Out, Transfer Check-Out, Dispose and/or Move functions, from the Main screen select Administration > Customize Names. A menu displaying your options will appear (shown below):
2.Click on the function you want to change. For example, if you want to rename the Move function, click on Rename Move. A screen similar to the following will appear:
3.Enter the name you want to change the function label to in the New Name field.
4.You can also enter tool tip text in the Tool Tip box. This is an optional field. You might want to enter Tool Tip text if you want to give special instructions to your users.
The Visible and Required checkboxes do not apply to function names. Functions will always be visible in your lists; however, the name will be changed to your selection.
1.Make sure you have turned on the Edit Field Names option on the Options screen (Administration > Options). Any field names that can be edited will appear in recessed boxes on the screen. For example, on the New Asset screen, the field names that can be edited appear as shown below:
2.To edit a field, click on the label you want to edit. In the example above, if you want to change the field name Asset Type, click on it. A screen similar to the following appears:
3.Type in the New Name and an optional Tool tip. Tool Tips provide special instructions to your users when they hover their mouse over the field.
4.Some customizable fields do not permit the use of the Visible and Required options - they will be grayed-out. This is because these fields must be both visible and required for normal operations. On the customizable fields where these options are available:
De-selecting the Visible option completely removes the field from the forms where it occurs. This can be used to streamline data input operations by removing the distraction of unused fields.
Selecting the Required option makes data entry mandatory for transactions that use the field being customized. The Visible option will be grayed-out when the Required option is selected.
5.If you want to send the edited field name to the mobile device, select the Send to Mobile Device checkbox. The next time you perform a HotSync or Synchronization, the edited name will be sent.
6.To return the field name/tool tip to the default values, click the Set to Default button.
7.Click the OK button to save your changes. Be aware that you are only changing the field name for the current screen. Other screens that contain a field with the same label will not be changed.
The Customize Field form can be accessed by clicking on recessed customizable fields that can be found in the Create New Asset, Create New Depreciation Class, Create New Customer, Create New Department, Create New Employee, Create New Asset Type , Create New Location, Create New Manufacturer, Create New Site and Create New Vendor forms, as well as the Edit Asset, Edit Depreciation Class, Edit Customer, Edit Department, Edit Employee, Edit Asset Type, Edit Location, Edit Manufacturer, Edit Site and Edit Vendor screens.
Custom fields allow you to define fields in Rosistem Assets to capture information specific to your needs. For example, if you want to capture a special code called Widget Code for each asset entered into Rosistem Assets, you can turn on the Edit Field Names function, then create your field on the Custom Fields tab of the New/Edit Asset screen.
To Create Custom Fields:
1.Make sure the Edit Field Names function is turned on in the Options screen.
2.Open the Custom Fields tab on any screen that contains that tab. When the Edit Field Names function is turned on, the fields will appear as shown below:
3.Click in the field for which you want to create custom data. Your options differ depending on what type of custom field you are creating (Text, Number or Date).
Custom Text Fields: If you are creating a Custom Text Field, the screen shown below appears:
3.a.Enter a new name for this field in the New Name field.
3.b.You can optionally enter a tool tip in the Tool Tip field. Tool Tips provide special instructions to your users when they hover their mouse over the field.
3.c.Select if this custom field will be:
§Visible - Selecting this checkbox makes the custom field visible to all users
§Required - Selecting this checkbox means the custom field must be completed in order for the new asset (employee, asset type, etc.) to be saved.
§Send to Mobile Device - Selecting this checkbox causes the custom field to be included in the mobile database that is sent to the mobile device. The custom field will appear on the mobile device.
3.d.Click the Set to Default button to clear your changes and return the field to its default values.
3.e.You can leave this field as a free-form entry field, or create pre-defined values that will appear in a drop down list. Enter a value in the Pre-Defined Values section, then click the Add button. The new value will appear in the list as shown below:
You can select to make a field the default field by selecting the Default checkbox. This means the selected field will appear first in the drop down list. After you enter two or more values, you can highlight one and use the up and down arrows to move it's position in the list.
Select the Allow Only These Values checkbox to prevent users from enter free form text in the field.
3.f.Click the OK button when you are done adding information. The information will now appear in the custom field:
Custom Number or Date Field: If you are creating a custom number or custom date field, the screen shown below appears:
.a. Enter a name for the custom field in the New Name field.
.b.You can optionally enter a tool tip in the Tool Tip field. Tool Tips provide special instructions to your users when they hover their mouse over the field.
.c.Select if this custom field will be:
·Visible - Selecting this checkbox makes the custom field visible to all users
·Required - Selecting this checkbox means the custom field must be completed in order for the new asset (employee, asset type, etc.) to be saved.
·Send to Mobile Device - Selecting this checkbox causes the custom field to be included in the mobile database that is sent to the mobile device. The custom field will appear on the mobile device.
·Click OK when you are done entering information.
Below is an example of a Custom Number field:
The user can enter a number in the free form field. Custom Number fields will accept values ranging from -999999999999999.9999 to 999999999999999.9999.
Below is an example of a Custom Date field:
The user can select the Down Arrow icon to choose a date. Custom Dates will be displayed in the same format as found elsewhere in the product.
4.Repeat these steps until you have created the needed number of custom fields.
Restoring Function/Field Names to the Default:
You can quickly restore all function/field names to their default values by selecting Administration > Customize Names > Reset All Defaults.