To access the Service Area Configuration module, click on the hamburger menu in the upper left of the HEMS One window (1), followed by the Utilities menu (2), the Management submenu (3), then Parts Service Area Configuration (4).
The Service Area Configuration module is made up of five tabs: General, Pager/Email Settings, WO Required, IT Fields, and Stock Management.
The General Tab
Administrator/Coordinator: The Service Area Administrator.
Incoming Inspection: The Service Area Incoming Inspection Procedure.
Retirement Procedure: The Service Area Retirement Procedure.
ePHI Procedure: The Service Area ePHI Procedure.
Schedule By Date Radio buttons: Selecting one of these buttons will instruct HEMS One to schedule any new equipment inventory records by the selected choice.
Preferences for drop-down lists: If this box is checked, only active items will appear in the drop-down options.
Preferences for WO department and location (from Work Order Dashboard): Check the boxes for the options that are desired, uncheck the boxes for the options that are not desired.
Preference for Closed Work Order: Defines the number of days after a work order is closed during which edits can be made by general users. This setting will not affect the Administrator’s ability to edit closed work orders.
Preferences for equipment Service Expiration Date: If the box is checked, HEMS One will use the contract end date as the Service Expiration Date of the associated equipment records.
Parts Requisition Settings: This field defines how many minutes pass before the requisition dashboard refreshes.
Preferences for Schedule Generation: If the checkbox is checked, HEMS One will be instructed to auto-generate scheduled work orders at whatever monthly interval is defined in the Month field.
The Pager/Email Settings Tab
In the configuration section, define the Server address used for Email and/or Pager notifications. Use the checkboxes in the “Information to be sent to the engineer” section to define which work order information is included in the notification email and/or page.
Note: The Engineering Employee email address must be defined on the employee record in order for HEMS to send the notification.
The WO Required Tab
The WO Required tab allows the Service Area Administrator to define which fields are required on pending work orders (left side) and Closed work orders (right side). To define a field as required, check the box to the left of the field name. Use the scroll bars to the right of the fields to navigate up and down the lists of available options.
The IT Fields Tab
The IT Fields tab is where the Service Area Administrator defines which IT Fields will be printed in scheduled work order request text. To include a field on a work order, check the box to the left of the field name. Use the scroll bar on the right to navigate up and down the available options.
The Stock Management Tab
ERP Accounting Unit: The organization’s ERP accounting unit number.
Company Code: The organization’s ERP Company Code.
Stocking Location Code: The organization’s ERP Stocking Location Code.
Once all the configurations are complete, click on the Apply button in the upper right of the Service Area Configuration module to apply the configurations.