Registry New Call (sys-newcall)

Purpose:

This entry enables you to specify default settings for the New Call viewer.

Testing Your Registry Entries
The system does not verify the validity of registry entries. Be sure to test your registry entries after completing them to verify that they are functioning correctly.

Setting Values are Uppercase-Lowercase Sensitive:
The Setting Value is case-sensitive: be sure that you enter the value exactly as specified in the documentation. If the documentation specifies a value of true, do NOT enter True or TRUE.

Related Registry Entries:

This registry entry may override the default status of work orders created in New Call: Registry Entry Web Access .

Specify fields as Required or Disabled in the Registry Entry sys-start-snwcll.

The Registry New Call Service Category may be implemented to warn the user of excessive activity for the selected site by Service Category.

Warn or Error if Date Scheduled Set to Past Date

A registry entry allows either the Date or Accounting Period to be adjusted to keep them in sync for POs generated from New Call.

This Registry may be used to specify which lines from the Site WO Other Tab should be added based is the Work Order's Service Category.

Important Fields:

Id: sys-newcall

Override Tech Status Field - Specify Statuses to Exclude

This option controls which statuses should be removed from the pick list which appears when the user double-clicks the Override Tech Status field.

Registry Id: sys-newcall

Setting Key: LogStatusesRemoved Setting Value: status1,status2, ….

If this option is implemented, the Setting Value should define the list of statuses that should be excluded from the list. Only the LogStatusesRemoved or the LogStatusesAllowed option should be enabled – not both.

Example:

Setting Key: LogStatusesRemoved Setting Value: archived,billed,completed

Override Tech Status Field - Specify Statuses to Include

This option controls which statuses should appear on the pick list which appears when the user double-clicks the Override Tech Status field. Only the LogStatusesRemoved or the LogStatusesAllowed option should be enabled – not both.

Registry Id: sys-newcall

Setting Key: LogStatusesAllowed Setting Value: status1,status2, ….

If this option is implemented, the Setting Value should define the list of statuses that should be included on the list.

Disable the Override Tech Status Field

If the dispatcher should NEVER override the default status, the new Override Tech Status field can be disabled the following registry setting:

Id: sys-start-snwcll

Setting Key: DisabledFieldsParent Setting Value: wrkordrlgtype.id

Automatically Display or Prompt User to See the Master Contract Pane

The Master Contract pane displays all Contracts associate with the selected Site; if this registry is not enabled, the Show Site/Show Contract button must be used to display this pane. This registry may be used to automatic or remind the user to view the pane.

Registry Id: sys-newcall

Setting Key: ShowMasterContract Setting Value: prompt or automatic

A Setting value of prompt means a Prompt will appear asking if you want to see the new Master Contract pane when a Site is selected.

A Setting value of automatic means no Prompt will appear and the new Master Contract pane will automatically appear when a Site is selected.

Write the Service Tasks and/or Service Parts List to New Call Work Orders

This enhancement enables the Service Parts and/or Service Tasks Lists to be written to the Work Order Equipment Tab’s Work Requested, regardless of the Work Order Type selected. In previous releases, the Service Tasks List was ONLY written to New Call Work Orders of type Installation. This registry also pertains to Work Orders from TechAnywhere and Web Logs.

Note: if both registries below are enabled, the service task list should be written first, a line of space, followed by the service parts list.

Registry Id: sys-newcall

Setting Key: ServiceParts     Setting Value: workrequested

If this registry option is enabled, the system will write ALL Service Parts from the Equipment record's Service Parts List to the Work Order Equipment Tab’s Work Requested, regardless of the Work Order Type being created. If this registry setting is enabled, the Service Parts Id will also be written to the Work Order Equipment line.

Registry Id: sys-newcall

Setting Key: ServiceTasks    Setting Value: workrequested

If this registry option is enabled, the system will write the Service Tasks from the Equipment record's Service Task List to the Work Equipment Tab’s Work Requested, regardless of the Work Order Type being created. If this registry setting is enabled, the Service Tasks Id will also be written to the Work Order Equipment line.

Default Priority From Equipment vs. Work Code

In previous releases, the Priority in New Call only defaulted from the work code; the priority in the equipment record was not considered. This release Implements a new registry setting for the purpose of deciding how to default the Priority of a new work order: always from the equipment, never from the equipment, or from the equipment when the priority is higher.

Registry Id: sys-newcall

Setting Key: PriorityFromEquipment Setting Value: Always or Never or WhenHigher

Currently, the Priority defaults from the Priority value from the selected Work Code, but may be overridden by the user.  Selecting 'Never' (or not making a setting at all) preserves the existing behavior.

Selecting 'Always' means always default the Priority value from the Equipment record; selecting a work code with a different priority will not override equipment’s priority in New Call, but the user can manually change the priority. If the user should never be allow to override the priority in new call, the field may be disabled via the following registry:

Registry Id: sys-start-snwcll

Setting Key: DisabledFieldsParent Setting Value: wrkcde.prrty

Selecting 'WhenHigher' means default the higher priority available from either the Work Code or the Equipment record.  If a Work Code is NOT selected, use the value from the Equipment record.

Prompt to View or Print New Work Order

Registry Id: sys-newcall

Setting Key: PromptPrintNewWO    Setting Value: true or false
Setting Key: PromptViewNewWO   Setting Value: true or false
Setting Key: PromptViewNewWOWorkCodes  Setting Value: list of work codes to view

PromptPrintNewWO defaults to True to retain the existing behavior.  If set to False, it eliminates the 'Print Work Order?' prompt that currently pops up after creating a new work order.

PromptViewNewWO defaults to False.  When set to True, a new prompt appears after creating a new work order giving the user the opportunity to launch the Work Order viewer with the new work order already loaded.

PromptViewNewWOWorkCodes lets you specify the new work orders to view by work code; overrides PromptViewNewWO.

Registry Entry to Warn or Error if Client is Inactive

This registry option to enables the customer to determine how Clients flagged as inactive should be handled.

Registry Id: sys-newcall

Setting Key: InactiveClientHandling

Setting Value: option (where option is one of the following)

false – this is the default and current behavior - allows wo’s to be created and does not warn user
warning – New Call warns the user that the Client is inactive, but allows the wo to be created
error- New Call alerts the user that the Client is inactive and does NOT allow the wo to be created

Disable Client Credit Limit Processing

If the AR Balance exceeds the Client’s Credit Limit, the user will also be warned and the work order will be placed on credit hold. The following registry entry may be used to disable the AR Balance/Credit Limit functionality that sets the work order on credit hold:

Registry Id: sys-newcall

Setting Key: DisableClientCreditLimit Setting Value: true

Note that this option will only affect the check against the client's credit limit. New Call AR Warning Days and Days Credit Hold are not affected by the registry.

Set Escalation Profile by Priority

Registry Id: sys-newcall

Setting Key: DefaultEscalationBasedOnPriority

Setting Value: P#:escalation profile id,P#:escalation profile id,...

 Example:

Setting Key: DefaultEscalationBasedOnPriority
Setting Value: P0:emer,P1:top,P2:sendwo,P3:standard

It this option is enabled, default the escalation profile in New Call based on the priority defined values, otherwise default based on the selected client site equipment (which it does now).

Important Note: you must use an uppercase P in this option (P1:escalationid is correct, p1:escalationid is incorrect.

Allow Type Ahead in Site Name

By default, once a site is selected in New Call, the caret returns to the top of the New Call window. By implementing the following registry, the caret will remain in the Site list so that type-ahead may be used in the Site Name column. Note that the type ahead only pertains to the Site Name field, and that this column must not have been resorted (just like our other type ahead functionality).

Important Note: This registry setting has a very narrow application.  It is mainly for COD sites using the NEW COD SITE BUTTON that have a large number of tax authorities (one per COD site).  The intent was to retain the focus on these COD sites to utilize the type-ahead feature to quickly find the desired site.  This type-ahead function is not very useful or desirable in newcall or newcall2 as the site alphas don't always line themselves in order. 

The registry setting to turn on this feature is:

Registry Id: sys-newcall

Setting Key: KeepFocusInSitePane Setting Value: true

Set Search Field

Registry Id: sys-newcall

Setting Key: SearchFor Setting Value: field

This entry sets the search field that is selected when New Call is first opened. field may be replaced by one of the following options:

Alpha Phone Street Name Id Any

The Any option causes the system to check all of the following Client Site fields (unless the SearchColumns entry is specified):

 Id, Alpha and Name 

Street Shipping Address

Voice Phone, Contact 1 Phone, Contact 2 Phone

 

Setting Key: SearchColumns Setting Value: col1,col2,...
This entry provides additional control over the 'Any' option in New Call. Any field can be searched but it must exist in the client site record or in the client record referenced on the site's COP tab. You can specify your own list of columns to be used in place of those noted in the SearchFor field description. col1,col2,... may be replaced by any of the following values (plus additional fields on the site and the site's COP tab client):

 Value    Description

clnt_id   The Client Id referenced on the Site's COP Tab

clnt_alpha   The Alpha field of the Client referenced on the Site's COP Tab

clnt_nme  The Name field of the Client referenced on the Site's COP Tab

clnt_eml   The Email field of the Client referenced on the Site's COP Tab

clntste_id    Site Id

 clntste_alpha   Site Alpha

 clntste_nme   Site Name

clntste_phne_vce    Site Voice Phone

clntste_cntct1_cntct_phne   Site Contact 1 Phone

clntste_cntct2_cntct_phne  Site Contact 2 Phone

clntste_addrss_shp_addrss_strt  Site Shipping Address - Street

clntste_addrss_shp_addrss_cty Site Shipping Address - City

clntste_addrss_shp_addrss_stte Site Shipping Address - State

Note that each of the values must be separated by a comma. Contact your support representative for additional information on using this entry.

Example
If 'Any' is selected in New Call, and the system will look in the Client Site Alpha, Client Site Id and Shipping Address City fields when Search Text is entered.

Setting Key: SearchColumns  Setting Value: clntste_alpha,clntste_id,clntste_shp_addrss_cty

 

Setting Key: UseWildCard Setting Value: true or false
This enables to select whether of the Use Wildcard Search box is checked (true) or blank (false) when New Call is first opened. Recall that when Use Wildcard Search is checked, the system will search for the text string you enter globally within the search field.

Default Time Scheduled

Registry Id: sys-newcall

Setting Key: DefaultStartTime Setting Value: hhmm
Replace hhmm with preferred default value (in military/24-hour time) for New Call's Time Scheduled.

Example:

To set the default start time to 8:15 am you would enter the following Additional Contents line:

 Setting Key: DefaultStartTime Setting Value: 0815

Default Time Scheduled to Current System Time

Registry Id: sys-newcall

This option sets the time to the current system time.

Setting Key: DefaultStartTime Setting Value: current

The 'current' time is reset when the New button is clicked and after a work order is created.

Default Date Scheduled

Registry Id: sys-newcall

Setting Key: DefaultStartDate Setting Value: today

 By default, when you begin to create a work order in New Call, the Date Scheduled is not set. This option sets the default Date Scheduled to today’s date. This can be further modified as follows:

Setting Key: DefaultStartDate Setting Value: today+1

That means the default starting date is tomorrow.  You can add as many days as you want after the plus sign.

Note: If the New Call viewer was left open for longer than a day, the date scheduled is correctly refreshed under the following circumstances:

1. Each time the user pushes the New Record button.
2. Each time the user pushes the Refresh button.
3. After processing an Add Record operation.

Suppress Site List when New Call is Opened

Registry Id: sys-newcall

Setting Key: SkipSiteListOnLoad Setting Value: true

This entry suppresses the display of the site list until a search is performed.

Specify Report

Registry Id: sys-newcall

Setting Key: SiteHistoryReport Setting Value: AnyValidReportFunctionId
This registry entry option defines which report will be launched when the Print button on the side button bar of the New Call Screen is clicked (and a Site has been selected). Typically, a detailed service history report (such as RSRVCEHSTRYDTL) would be specified.

 Example
 SiteHistoryReport=RSRVCEHSTRYDTL

Set PO from Default Service Job

Registry Id: sys-newcall

Setting Key: DefaultPO Setting Option: true
This setting causes the new WO's PO Number to default from the PO Number in the default service Job’s record. Without this entry, the user must enter the customer’s PO number manually.

Automatically Display Site Notes

Registry Id: sys-newcall

Setting Key: SiteNotesNoPrompt Setting Value: true
This entry changes the default behavior of New Call – which is to prompt the user to view any notes that are associated with the selected Client Site. If you implement this option, New Call will automatically display the list of notes when a Client Site is selected.

Filter Equipment by Service Category

Registry Id: sys-newcall

Setting Key: FilterEquipmentByServiceCategory Setting Value: false
This entry disables the filtering of the New Call Equipment List when the Service Category is selected; all active equipment will be listed, regardless of its Service Category. Note that the Work Codes that you may access in New Call will continue to be filtered by Service Category (if this field is completed), and are not affected by this registry entry.

Set WO Branch by Site

Registry Id: sys-newcall

Setting Key: UseSiteBranch Setting Value: true
This option causes all work orders created via New Call to assign the WO's branch from the Client Site's branch. This option should be implemented to avoid intermittent problems with the Branch being loaded in New Call.

To Attach Documents to Scheduled Events E-mails

Registry Id: sys-newcall

This registry option is required if you wish to attach one or more documents to e-mails that are generated by escalation manager for work orders created in New Call.

Setting Key: DocumentCategories Setting Value: category1,category2...

Where category1 is replaced by the Category field in the Document viewer.

Example

DocumentCategories=checklists,startups

In this example, only documents classified as ‘checklists’ or ‘startups’ would appear when the user clicked the paperclip attachment button in New Call.

In addition to this registry entry, the following must also be implemented:

In the Escalation Profile(s), check the Attach Documents box for any event to which you wish to attach documents. Typically, this box would be check for the initial notification of the technician.

The specified document or documents to be attached must be created and placed in the document table via the Document Viewer (for example, a checklist of tasks saved as pdf documents).

Now the specific document or documents to be attached to the e-mail are available and can be selected in New Call by clicking the paperclip attachment button. Only those documents belonging to the categories specified by the contents of this registry entry will be listed.

Then the Work Order is created, it will be attached to one or more documents belong to the categories defined by this registry entry. When Escalation Manager runs, it will look at each scheduled e-mail event and determine if its Attach Document flag is set. If so, the document selected will be included as an e-mail attachment. See Registry Entry System Email for information on e-mail configuration.

Set the Service Account Manager from the Client Site Record

Registry Id: sys-newcall

Setting Key: ServiceManagerBasedOnSite Setting Value: true

If this registry is implemented, the Service Manager will default based on the following criteria:

 a. The Service Manager in the Equipment record rules on the defaulting.  If it has one, use it.
 b. Next, apply the ServiceManagerBasedOnSite option if it is implemented in this registry.
 c. When all else fails, the Service Manager linked via the Employee record to the User Account defines the choice.

When the new Work Order is generated, the software uses the value that appears on the New Call screen (whether defaulted by the software or entered by the user).

Call Sequencing

Registry Id: sys-newcall

Setting Key: DefaultCallSequence Setting Value: anumber 

where anumber is replaced by the default Call Sequence number that should be assigned to work orders if you do not enter a value in the Call Sequence field. The default behavior of New Call has been altered; if you do not set the call sequence explicitly in new call, the system will attempt to derive an appropriate Call Sequence number based on the Time Scheduled and the Technician assigned to the Work Order. In the case of ties, the original work order will retain its original sequence number.

 Examples

 Setting Key: DefaultCallSequence Setting Value: 0

This registry option enables you to retain the original sequencing behavior of New Call: if it is implemented, and you do not assign a call sequence number in New Call, the Work Order will retain a Sequence Number of 0.

Setting Key: DefaultCallSequence Setting Value: 2

If this registry option is implemented, work orders will be assigned a Call Sequence number of 2 unless you specify otherwise in New Call.

Display Site Billing Comments

Registry Id: sys-newcall

Setting Key: PromptBillingComments Setting Value: true

Implementing this option will make Client Site Billing Comments pop up after the A/R Aging screen when a Client Site is selected during New Call.

Restore Default Method of Caching Prompts

Registry Id: sys-newcall

Setting Key: ClearCacheAfterWOCreate Setting Value: false

This option is a way to preserve old behavior related to the caching of the various prompts issued for Credit Hold, Aged AR, Equipment Under Warranty, etc.  The New Call process is aware of previously issued prompts and attempts to avoid redundancies using a caching mechanism.  Prior to this case, the cache was cleared when the Refresh button was pushed or when New Call was re-started.  With this version, SAM Pro clears the cache after each successful WO creation.  This option restores the old behavior.

Registry toggle that causes all A/R invoice / credit analysis at Site level

Registry Id: sys-newcall

Setting Key: EnableNewCallClientSiteARAnalysis Setting Value: true

This registry option causes New Call to treat A/R aging days, credit limits and credit days stored in Client as if they were stored in the Site. When set, perform all automatic credit holds based on site invoices/balances.

Specify Default Service Job Selection Filter Override

By default, when the user double-clicks New Call's Default Service Job field, the system filters the list to jobs belonging to the selected Site. The following registry (in conjunction with Service Category settings)  provides a mechanism to over-ride the New Call's determination for how to filter the "Default Service Job" selection pick-list. For example, Equipment with a Service Category of UTILITY could be set to filter to a special utility job or jobs not connected to the specific Site. This setup could also be used to expedite the selection of Warranty jobs in New Call.

Warranty Jobs:
This registry could also be used to expedite the selection of Warranty jobs in New Call. For example, different Warranty Jobs for the Service Category HVAC could be set up Carrier, Trane, and so on. In this case, the Job Type in these Warranty Jobs would be set to HVAC.  The Job Type in the regular Jobs would NOT be set to HVAC.

Registry To Specify the Service Category Field to Filter On

Id: sys-newcall

Setting Key: JobFilterByServiceCategory  Setting Value: User5 (User1 - 4 also supported)

The Setting Value specifies which of the Service Category User fields will contain the SQL statement to control the filtering. In the above example, User5 is specified, but User1, User2, User3 and User4 are also supported.

Service Category

Service Category User1-5
This field may be used for overriding the Job filtering in New Call. The field value must be set as necessary for each individual Service Category that has special job filtering requirements.  For example, to specify the Job filtering for the selected Service Category to use the specific Job Type of UTL, the field would be completed as follows (note that the Job Type Id is single-quoted):   jbtype_id='UTL'

Tip: Relabel the Service Category User Field
The Custom Fields functionality may be used to relabel the User field used for the Job filtering override (e.g., Job Type Filter).

Job:

For those Jobs you wish to enable for Job Filter overrides in New Call, set the field specified in the Service Category User field.  In our example, the Job's Job Type would be set to UTL.

New Call:

In this scenario, suppose a user selects Equipment belonging to Service Category Utility in New Call. Initially, the Default Service Job will default from the Equipment record. However, double-clicking on the Default Service Job displays a list of Jobs whose Job Type is set to UTL instead of Job for the selected Site. Note that the user may manually enter any valid Job Id. This functionality ONLY impacts the filtering of the Job list.

New Call 2 Options

Registry Id: sys-newcall

Setting Key: SiteSearchNew Setting Value: true 
If this option is enabled, the new Site Search screen (New Call 2) will initially appear when New Call is started. The user may toggle between the New Call and New Call 2 screens with the New Call / New Call 2 buttons.

Setting Key: AutoFindForFields Setting Value: field1,field2, ...
This option simulates the push of the Find Site button after user-specified search criteria fields have been changed and the specified field or fields tabbed out of. These fields are specified as a comma-delimited list of one or more of the search criteria field names.  The full list of eligible fields is as follows...

nwcll.addrss-strt
nwcll.addrss-strt-2
nwcll.zp-cde
nwcll.phne
nwcll.ste-nme
nwcll.cntct-nme-frst
nwcll.cntct-nme-lst

Example:

Setting Key: AutoFindForFields Setting Value: nwcll.addrss-strt,nwcll.addrss-strt-2

In the above example, the two street address fields are named.  With this registry setting, any change to either of the address fields would simulate a push of the Find Site button.

Setting Key: AutoFindForFields Setting Value: All
This is a special case of the previous option. Implementing it would be the equivalent of naming each field in the registry entry.

Require A Unique Customer PO# in New Call

When implemented, this registry option requires that the clients PO# entered in New Call is unique for the selected Site. The system validates the number you enter against existing work orders for the selected Site. The user will be alerted if the PO# entered is not unique, and will not be able to create the work order in New Call until a unique PO# has been entered.  

Registry Id: sys-newcall

Setting Key: RequireUniquePO  Setting Value: true (default false)

It is recommended that the above option is used in conjunction with the following to make the PO# a required field in New Call:

Registry Id: sys-start-snwcll  (note that the registry id is different!)

Setting Key: requiredFieldsParent   Setting Value: wrkordr.po

Define Size and Position of New Call Panes

These registry options may be used to define the relative size and position of the panes in New Call. Since these registry options are a bit tricky to make, we recommend that you fine tune them in your firm's test system or in a registry specific to your user id (sys-newcall--userid or sys-newcall-branchid-userid).

In the following options, TL refers to the Top Left corner of the pane as defined on a 100x100 grid in the Setting Values. BR refers to the Bottom Right corner of the pane as defined on a 100x100 grid in the Setting Value.

Registry Id: sys-newcall

Upper Section of New Call, New Call 2 and New Call New COD Screens

Important: the three following pairs must be set to the same Values to prevent display issues.

Setting Key: MainTL   Setting Value:  X@Y
Setting Key: MainBR   Setting Value:  X@Y

Setting Key:  SiteSearchTL   Setting Value: X@Y   (controls New Call 2 - must equal MainTL)
Setting Key:  SiteSearchBR  Setting Value: X@Y   (controls New Call 2 - must equal MainBR)

Setting Key:  SiteAddTL   Setting Value: X@Y   (controls New COD - must equal MainTL)
Setting Key:  SiteAddBR  Setting Value: X@Y   (controls New COD - must equal MainBR)

Site, Equipment and Work Order Lists on New Call, New Call 2 and New Call COD

Setting Key: SiteTL   Setting Value:  X@Y
Setting Key: SiteBR  Setting Value:  X@Y

Setting Key: EquipmentTL  Setting Value:  X@Y
Setting Key: EquipmentBR   Setting Value:  X@Y

Setting Key: WorkOrderTL   Setting Value:  X@Y
Setting Key: WorkOrderBR   Setting Value:  X@Y

Example:
The following registry option reduces height of the Main Pane, positions the Site and Equipment panes in the middle section, and displays the Work Order list in the expanded bottom pane.

Setting Key: MainTL   Setting Value:  0@0
Setting Key: MainBR   Setting Value:  100@40

Setting Key:  SiteSearchTL   Setting Value: 0@0   (Note: equals MainTL)
Setting Key:  SiteSearchBR  Setting Value: 100@40   (Note: equals MainBR)

Setting Key:  SiteAddTL   Setting Value: 0@0   (Note: equals MainTL)
Setting Key:  SiteAddBR  Setting Value: 100@40  (Note: equals MainBR)

Setting Key: SiteTL   Setting Value:  0@40
Setting Key: SiteBR  Setting Value:  40@60

Setting Key: EquipmentTL  Setting Value:  40@40
Setting Key: EquipmentBR   Setting Value:  100@60

Setting Key: WorkOrderTL   Setting Value:  0@60
Setting Key: WorkOrderBR   Setting Value:  100@100

Automatic Generation of Web Logs into Work Orders

This enhancement is designed for businesses where web logs created in the Client Web are entered by company/franchise employees. When enabled, these web logs will be used to automatically generate work orders; it is NOT recommended for firms using the Client Web to allow external clients generate web logs.

This enhancement must be implemented via registry to automatically create work orders whenever a Web Log record is made via Client Web. This eliminates the need for a user to go to New Call and import a web log entry in most cases. NOTE:  Scheduled Event Manager already includes code that checks for new Web Log entries that need escalated.  Additional code now takes that one step further and auto-creates a work order when the new registry setting is enabled. When the work order is successfully generated, the web log will be set to Acknowledged, just as it would be when it is manually processed in New Call.

Since Client Web users only choose a Service Category and not an Equipment Id, this functionality defaults the first Client Site Equipment record for the supplied Service Category into the auto-created work order. For this reason, client site equipment data should be carefully reviewed to ensure that the service category is completed where applicable.

When a work order is auto-generated from a weblog, all of the fields that would default when manually entering the web log and then selecting a Site Equipment record.

If a technician should be assigned to work order, the tech must be specified in the Site/Equipment record.

The Default Service Job fields must be completed in the Site Equipment records.

If a field that is required in New Call does not default in when the web log is processed, an email alert will be sent noting the Weblog Id and the problem. Also, certain types of pop up messages (such as excessive activity message) requiring human invention may prevent the web log from being automatically turned into a work order; in this case, the status of the Web Log will be Unacknowledged. In this case:

1. The web log may be manually handled in New Call and converted into a work order.

2. The problems which prevented the work order from being automatically generated (often because required fields are not completed) may be corrected, and the web log’s status set back to New. The next time the Scheduled Event Manager runs again, the web log will be processed. This is the preferred method because it will correct the problem for future weblogs.

To implement, the following registry entry is required (and the Scheduled Event Manager must be running). When SEM sees this registry setting it will create a new work order when it processes a weblog entry that is set to ‘new’.

The following registry entries are required: they specify the email address that the alert should be forwarded to if a work order fails to be created:

Id: sys-newcall

Setting Key: EmailPostLogsTo Setting Value: toemailaddress

Setting Key: EmailPostLogsFrom Setting Value: fromemailaddress

To implement this following registry global entry is needed:

Id: sys-ffv-global-settings

Setting Key: AutoCreateWOFromWebLogs Setting Value: true

New Call Audit Option

This option may be enabled to write user actions in New Call to a log. The following registry is needed to turn on New Call Audit Log:

Id: sys-newcall
Setting Key: AllowNewCallLog   Setting Value: true

Each time New Call opens, a file (using User_date_time in the name) will be opened in the directory specified via the dbreportfiles registry.  Audit messages will be written to the file each time a user action generates a change in New Call.

Omit Market Source when Creating New Site / Client Record

This registry entry impacts the New Call Create (flashlight) and New Call New COD screen where a new Client Site  and Client are created along with the new Work Order.

Id: sys-newcall
Setting Key: MarketSourceNoSite    Setting Value: true    (default false)

If true, do NOT default the Market Source from NewCall to the new site/client that is being created. The Market Source will still be written to the new Work Order.

If false or registry key is absent, continue to write the NewCall Market Source to the new Site, Client and WO (default behavior).

Clear Default Tech When Selecting Equipment

The following registry option causes the system to ignore the default technician specified in the Site or Equipment. When it is enabled, the Technician Id will be set to blank (unassigned) when the Equipment is selected (regardless of whether it whether it was manually selected or defaulted). After the equipment has been selected, the user may then enter the Technician Id or use TechFinder to do so.

Id: sys-newcall   

Setting Key: IgnoreDefaultTechFromClientSite   Setting Value: true  (default is false)

Registry to Alert User if Open Quotes Exist for Selected Site

Registry Id: sys-newcall

Setting Key: ShowOpenQuotesForClientSite  Setting Value: true (default false)

If this registry is enabled, the following message will be displayed if any quotes with the Status of Open exist:  There are open quotes for the selected site. Would you like to view them?

If the user clicks Yes, a list of Open quotes will be displayed; the user may access them if their security allows.  If the user clicks No, the message box will be closed.

Prevent a Work Order from Being Created to a Closed Job

Previously, the system would only warn the user when creating a work order for a piece of equipment referencing a closed job, yet still allow work order creation. A registry has been added to disallow users to create a work order referencing a closed job via the equipment default service job.

Registry Id: sys-newcall

Setting Key: ClosedJob   Setting Value: error    (default warning)

When set to error, user will be unable to create work order. When set to warning, user is warned that creating a work order against a close job will lead to undesired results.

Do Not Write to Status Pane on Mouse Move

This registry to disables writing field information to the New Call Status Pane (bottom bar)  when the mouse is moved. This has demonstrated some small improvement in New Call performance.

Id: sys-newcall

Setting Key: MouseMoveDisabledOnForm

Setting Value: form,form1,sidebar,topbar,sitesearch,wrkordr,clntste,clntsteeqpmnt

The above setting value disables writing to the Status Pane when the mouse is over any of the New Call Panes.

Registry to Alert User if Active Quotes Exist for Selected Site

Active quotes are those which have not been fully approved (via the approval wizard) or declined.

Registry Id: sys-newcall

Setting Key: ShowActiveQuotesForClientSite   Setting Value: true (default false)

If this registry is enabled, the following message will be displayed if any quotes with the Status Category of Active exist:

There are active quotes for the selected site. Would you like to view them?

If the user clicks Yes, a list of active quotes will be displayed; the user may access them if their security allows.  If the user clicks No, the message box will be closed.