This entry enables you to specify configuration settings for the TechFinder 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.
Registry to add Work Code Certifications to TechFinder
Id
sys-tech-finder-usergroupid-branchid-userid
sys-tech-finder-usergroupid-securityid
sys-tech-finder-branchid-userid
sys-tech-finder-securityid
sys-tech-finder
The first format enables you to specify configurations by usergroup, and (optionally) branch and user.
The second format enables you to specify configurations by usergroup, and (optionally) security and user.
The third format enables you to specify configurations by branch and (optionally) user. If this entry is specific to a user, the branch must be specified if a user belongs to a branch. If branches are not implemented, two dashes (not separated by a space) must precede the user id.
The fourth format enables you to specify configurations by security.
The last format would apply to all users unless another registry entry was created for their security or branch/user id.
Id: sys-tech-finder
Setting Key: pane-top-x Setting Value: percenta
Setting Key: pane-top-y Setting Value: percentb
Setting Key: pane-bottom-x Setting Value: percentc
Setting Key: pane-bottom-y Setting Value: percentd
These fields control the size (specified by the percentage of the viewer) of the upper and lower left-hand panes. The Setting Values percenta – d should be replaced with the appropriate percentages. Recall that the upper left-hand pane lists the eligible technicians (and their phone numbers), while the lower left-hand pane lists the new call and other WorkOrders already assign to the technician. The system automatically generates the remaining panes based on these parameters. By adjusting these values, you can optimize the screen configuration for your company.
Example:
Setting Key: pane-top-x Setting Value: 25
Setting Key: pane-top-y Setting Value: 55
Setting Key: pane-bottom-x Setting Value:33
Setting Key: pane-bottom-y Setting Value: 20
Note that percentb+percentd should not exceed 75, or the system will not reserve adequate space for the central portion of the screen.
Setting Key: decimals Setting Value: n (where n=0, 1 or 2)
This controls the format used to display the hours current scheduled in the upper right-hand pane of the viewer. If you specify a Setting Value of 0, whole hours (rounded to the nearest hour) will be displayed. Setting Values of 1 and 2 display one (e.g., 4.3) and two (e.g., 4.25) decimal places respectively.
Setting Key: date-format Setting Value: n (where n=2, 4 or 8)
This controls date format used in the column heading of the upper right-hand pane as follows:
Option Example
2 Sa Su 09 10 11 12 13 Sa ...
(two characters: the day of the week for weekends, day of the month for week days)
4 Sa09 Su10 Mo11 (four characters: the day of the week and day of the month)
8 Sat10/01 (eight characters: day, month and date)
Setting Key: grid-width-char Setting Value: n
This controls the width (in characters) of the grid in the upper right-hand pane. If the grid width is not wide enough to accommodate the hours shown in the grid (set by decimals=n) and the date format of the header, your information will not be displayed correctly. In general, the wider the grid, the easier the information is to read. However, a wider grid will display less days, forcing the user to scroll more often. The following examples show some reasonable settings for the decimals, date-format, and grid-width-char options.
Example 1:
Setting Key: decimals Setting Value: 2
Setting Key: date-format Setting Value: 4
Setting Key: grid-width-char Setting Value: 6
Example 2: decimals=2 date-format=8 grid-width-char=10
Example 3: decimals=1 date-format=4 grid-width-char=5
Example 4: decimals=0 date-format=2 grid-width-char=3
days-in-grid=n
If this option is not specified, 31 days will appear in the grid. Typical values for n range from 7 to 31. Extremely large values of n may impact system performance.
techsql=a customized select clause for the sql statement
This option may be used to specify which fields are displayed on the list of technicians in the upper left-hand portion of the grid. Only fields that appear in the main technician table are eligible (entries in the certification table may not be specified).
Important Note: always include the Technician Id in this sql string: if it is not included, SAM Pro will not be able to find the information to display TechFinder correctly and display a system primitive error.
Examples:
techsql=SUBSTRING(tchncn_nme,1,12),tchncn_phne, tchncn_pgr,tchncn_id
This displays the first twelve characters of the technician’s name, followed by his primary phone number, pager and id in the upper left-hand section.
techsql=tchncn_id,tchncn_cllphne,tchncn_pgr
This displays the Technician’s Id, cell phone and pager numbers.
techheadings=a customized list of headings for the above columns in the above sql statement
This option must be used if the above techsql option is used. This specifies the exact title, separated by commas, that will appear on the technicians grid.
Important Note: there must be one title for every column specified in techsql, or a system primitive error will occur.
Examples:
techheadings=Name,Phone,Pager,Id (first techsql example – 4 columns)
techheadings=Tech Id,Cell,Pager (second techsql example – 3 columns)
The original Tech Finder Hours are displayed as the default behavior. If the user wishes to display the new WO/ Zone count format, the following option must be added to the sys-ffv-global-settings registry entry:
Setting Key: TechFinderWOZone Setting Value: true
The Default is to show the original hours.
Tip: Don’t forget to set in sys-tech-finder the grid-width-char:
4 for hours (the default is 8)
10 for WO Zone (the default is 10)
By default, cells in the Scheduled Hours grid are colors as follows:
Green: 2 hours or less currently scheduled
Yellow: 2.01 - 4 hours currently scheduled
Red: More than 4 hours currently scheduled
Gray: weekend day
This enhancement enables the user to set up to 5 work order hour cut offs and associated colors for use in the Tech Finder assigned hours section.
Note: When entering a color in registry If no registry entrys are added the original colors for hours will be used.
Setting Key: Level#Limit Setting Value: hourlimit
Where # is replaced by the level number (1-5) and hourlimit is replaced by the number upper limit of hours displayed in the Level#Color option. Up to five levels may be specified.
Setting Key: Level1Color
Setting Value: double-click left to bring up the color palette and select a color.
Registry Option to Set Color of Empty Cells
This sets the empty cells to the color set by the user.
Setting Key: emptyHoursColor
Setting Value: double-click left to bring up the color palette and select a color.
Example:
Setting Key: Level1Limit Setting Value: 2
Setting Key: Level1Color Setting Value: 8454016:Custom
Setting Key: Level2Limit Setting Value: 5
Setting Key: Level2Color Setting Value: 8454143:Custom
Setting Key: Level3Limit Setting Value: 8
Setting Key: Level3Color Setting Value: 8388863:Custom
Setting Key: Level4Limit Setting Value:10
Setting Key: Level4Color Setting Value: 33023:Custom
Setting Key: Level5Limit Setting Value: 99
Setting Key: Level5Color Setting Value: 255:Custom
Setting Key: emptyHoursColor Setting Value: 15724527:Custom
Note: when actually entering these options, set the colors by double-clicking in the Setting Value – this will display the Color Pallette from which you will select a color.
Background:
Inconsistencies in the way Windows renders various fonts resulted in the right and left-hand upper panes in TechFinder not aligning perfectly. This was particularly obvious if many techs were listed. By default, the upper left-hand pane will now display in Courier New 10 point, and the upper right-hand will display in Arial 9 point. These defaults appear to work correctly if the user’s dislplay is set to 100% font size.
The following registry setting may be used to override these defaults:
Id: sys-tech-finder-branchid-userid
Id: sys-tech-finder- - userid
Id: sys-tech-finder
Setting Key: font-WO-field Setting Value: font:point:Bold
Setting Key: font-WO-title Setting Value: font:point:Bold
Setting Key: font-Tech-field Setting Value: fixedfont:point:Bold
Setting Key: font-Tech-title Setting Value: fixedfont:point:Bold
Where
font is replaced by a replaced by a font facename (e.g., Arial, Tahoma, etc.). The font must be installed on users’ computers in order for it to be used.
fixedfont is replaced by a replaced by a fixed width font facename (e.g., Courier New, Lucida Console, etc.). The font must be installed on users’ computers in order for it to be used.
Point is replaced by an integer point size (typically 9 or 10).
:Bold is optional
Settings for Users Running at 125% Display
If the user is running in 125% (as set in Control Panel\All Control Panel Items\Display in Windows 7), the default setting may result in the left and right panes not aligning properly. In this case, the following following settings may resolve the problem:
Setting Key: font-WO-field Setting Value: Arial:10:Bold
Setting Key: font-WO-title Setting Value: Arial:10:Bold
Setting Key: font-Tech-field Setting Value: Courier New:10
Setting Key: font-Tech-title Setting Value: Courier New:10:Bold
The following options enable you to control the entries that appear on the TechFinder Scheduled Hours grid by overriding either the Escalation statuses allowed (displayed on the Work Order Other Info tab) or the statuses on the Technician tab. It strongly recommended that you confer with your support representative before implementing either of these options.
Setting Key: TechStatusSQL
Setting Value: wrkordrtchncn.wrkordrlgtype_id in (‘status1’,’status2’,...)
By default the TechFinder Scheduled Hours grid includes hours for work orders lines set to the following statuses: on break, onsite, scheduled, travel, unacknowledged, waiting service, waiting quote and completed. This option enables you to override these defaults by specifying your own SQL statement to define the list.
Example:
Setting Key: TechStatusSQL
Setting Value: wrkordrtchncn.wrkordrlgtype_id in (‘onsite’,’travel’,’completed’,’waiting service’,’on break’,’acknowledged’,’pending’)
In this example, scheduled hours for work orders that are unacknowledged or waiting quote would be excluded from the TechFinder grid. Note that ‘pending’ must also be included in the WOStatusSQL option to be included on the grid.
Other Constraints: Note that the hours displayed on the grid are also subject to constraints imposed by the work order’s Status Category (Open, Completed or blank) and Escalation Status (new, unacknowledged, acknowledged, waiting service, active, quote approved, scheduled, completed).
Setting Key: WOStatusSQL
Setting Value: wrkordr.wrkordr_escltn_stts in (‘wostatus1’,’wostatus2’, ...)
By default the TechFinder Scheduled Hours grid includes hours for work orders set to the following escalation statuses: new, unacknowledged, acknowledged, waiting service, active, quote approved, scheduled, completed. This option enables you to override these defaults by specifying your own SQL statement.
Example:
Setting Key: WOStatusSQL
Setting Value: wrkordr.wrkordr_escltn_stts in (‘new’, ‘unacknowledged’, ‘acknowledged’, ‘waiting service’, ‘active’, ‘scheduled’, ‘completed’,’pending’)
This excludes work orders whose escalation status is waiting quote but includes those that are pending.
In previous releases, the system was hard-coded to only allow Work Orders with a Status Category of Open or Completed. However the WaitCustApprvl escalation and tech statuses map to a Status Category of Pending Ok To Start, which meant that these WO would never appear on the TechFinder viewer.
In this release, a new registry has been added to override the default Status Category limit for TechFinder. Which enabled, all Status Categories are allowed.
Registry Id: sys-tech-finder
Setting Key: WOStatusCategorySQL Setting Value: wrkordr.wrkordr_stts_ctgry like '%'
NOTE: if the above setting in in please, the Work Orders shown on TechFinder will continue to be filtered by the default Tech and WO Escalation Statuses (or those set by the TechStatusSQL and WOStatusSQL settings).