Environment Settings

Under Environment Settings, you can enable or disable features in McMain Online or configure default values. Environment Settings in McMain Online contains two options: Configuration Options and Default Values. Both are explained in this article.

Image: Environment Settings in McMain Online

Configuration Options

On this page, you can enable or disable features in McMain Online.

Each row also contains an information button. Clicking this button displays a short description of the feature.

PLEASE NOTE! Making changes on this page can have far-reaching consequences. We recommend consulting the McMain consultant involved with your company if there are one or more features you would like to use that are not currently enabled.

Image: Configuration Options in McMain Online

It is also important to note that not all configuration options are available to everyone. The license levels from which each feature is available are shown in the ‘License level’ column in the table below. The following abbreviations apply:

SA = System Administrator. Only a McMain employee can enable this option. Contact your McMain consultant for more information.

LT = Light version (also available with a Team or Pro version) (Can only be configured by the McMain System Administrator)

TM = Team version (also available with the Pro version)

PF = Only available with the Pro version

The table below lists the various options under ‘Configuration Options’.

Code	Description	License level	Short explanation
AT001	Use Audit Trail	PF+SA	Makes it possible to record all changes to configured fields in the database, allowing you to see exactly when values were changed and by whom.
BC001	Use an external scanner for item issues in McMobile	LT	Makes it possible to use an external barcode scanner to scan additional fields, such as account/customer and items, to speed up the item issue process.
BS001	Use labels	TM	Use labels to link additional labels to assets, WOs and items. These labels are displayed on the corresponding detail pages and list views.
CA001	Use calibrations	TM	Inspection details can be classified as Calibration (Calibrations / ISO17025). Calibrations can be completed for each WO.
CA002	Field measurements on inspection lists	TM	A field measurement can be added to calibrations to determine a deviation from the value to be calibrated.
CA003	Automatic (re)calculation / correction of measurement value	TM	Makes it possible to correct or calculate a value before it is used in the calibration / field measurement comparison.
CC001	Use external customers	TM	When external customers are used, references to Accounts will change to Customers, and additional address details can be viewed on the customer pages.
CR032	Use Qualifications for Employees	TM	Use Qualifications to link Qualifications, Certificates or Diplomas to Employees, allowing WOs to be assigned to Employees who are qualified to perform them.
CR201	Set an asset as the start of the Asset tree structure for Coordinator Groups	TM	Sets an asset as the start of the Asset tree structure for Coordinator Groups. When the Asset tree structure is first opened, the tree is expanded to the specified asset.
DO002	Allow hyperlinks for documents	TM	Use hyperlinks to link documents on the internet or intranet.
DO003	Block uploading local documents	TM	Prevents local files from being uploaded when adding documents.
EQ005	Use Departments	TM	Use Departments to link Departments to Assets.
EQ021	Use Tool Management	TM	Tool management allows assets to be designated as tools and tools, in the form of assets or asset types, to be linked to a procedure. These are also displayed on WOs generated from that procedure. In McMobile, assets can be scanned to use them as tools on a WO.
EQ022	Use Asset Technical Specifications	LT	Use Asset Technical Specifications to define specifications such as width, height and temperature for each Asset. The available Technical Specifications can be configured for an Asset Type.
EQ032	Use Logbook page	TM	Use the Logbook page to view logged information for assets and WOs.
EQ053	Allow WO creation to be blocked for an asset	TM	WO creation is blocked for assets for which this option is enabled. Preventive WOs, projects and maintenance models can still be created for these assets.
EQ061	Link employees to assets	TM	Adds the option to link employees to assets. One or more employees can be linked to an asset, and the option to create links can be disabled. This can be configured for the asset type. Assets without an asset type cannot be linked to an employee.
EQ062	Use administrators for Assets	PF+SA	Makes it possible to specify an administrator and backup administrator for Assets. They can then be assigned to WOs generated from Maintenance Models.
EQ071	Use Asset Locations	TM	Makes it possible to link Assets to Asset Locations defined in Master Data. This replaces the free-text ‘Location’ field on the Asset detail page.
EQ072	Move multiple assets simultaneously	TM+EQ071	Makes it possible to change the location of multiple assets simultaneously, provided the relevant checkbox is selected for the asset. Note: This only applies to the Move Assets feature in McMobile. Changing multiple locations using bulk editing in McMain Online remains available regardless of this setting.
EQ073	Populate ‘Part of’ based on location when moving assets in bulk	PF+SA	Makes it possible to link an asset to an asset location. Assets moved to this location will have this asset set as their new ‘Part of’ asset.
EQ081	Use Main Assets	TM	Use Main Assets to maintain visibility of the underlying Assets that are part of them. For each Asset Type, you can specify whether Assets of that type are Main Assets. An additional field containing the name of the Main Asset is displayed on an underlying Asset.
EQ091	Use Firmware	TM	Makes it possible to keep track of Firmware versions and update dates for Assets. Firmware can also be changed for multiple Assets simultaneously from the list view.
EQ101	Use Spare Parts Lists	LT	Use Spare Parts Lists on Assets to specify which items/materials an Asset consists of.
EQ121	Use financial depreciation for Assets	PF	Makes it possible to specify a depreciation term for Assets and Asset Types.
EQ122	Use replacement policy for Assets	TM	Makes it possible to specify a lifespan and replacement date for Assets.
EQ130	Use lending management	PF	Lending management makes it possible to create a lending request. Assets can be added to a lending request. These assets will have the status ‘On loan’ while the lending request is active.
EQ141	Use Asset Type category ‘Vehicle’	TM	Makes it possible to mark an Asset Type as the ‘Vehicle’ category. Additional vehicle information fields become available on the detail page of assets with this Asset Type. Two additional dashboard cards for expiring inspections are also displayed.
EQ172	Populate ‘Part of’ based on location when moving assets in bulk	SA+PF+EQ072	Makes it possible to link an asset to an asset location. Assets moved to this location will have this asset set as their new ‘Part of’ asset.
EQ901	Enable bulk editing of Parent Asset and Account	SA	Makes it possible to edit Parent Asset and Account in bulk. Please note: This can cause issues in the Asset tree structure; there is no guarantee that correct structures will be retained.
MA004	Use item locations	TM	Makes it possible to create item locations. A default location can be selected for each item.
MA020	Use supplier-specific currencies	TM	A currency can be specified for each supplier. Amounts in the supplier's currency will always be converted to amounts in your own currency based on the current exchange rate.
MA026	Link an Account to purchase order rows	TM	Makes it possible to link an Account to individual purchase order rows. No actual costs are booked to it. When purchasing for a WO, a different Account cannot be entered for individual purchase order rows; the Account of the purchase order is always used.
MA031	Use procurement mandate for purchase orders	TM+SA	Each purchase order can only be activated by an employee authorized to approve the amount of the purchase order. If the currently logged-in employee does not have the required permissions, they can only request activation from an employee who is authorized to do so.
MA032	Use Purchase Groups	TM	Makes it possible to create and edit Purchase Groups and assign employees and purchase orders to a Purchase Group.
MA036	Warning when total costs are equal to or less than 0	SA	Displays a warning when the total cost of goods is equal to or less than 0.
MA043	Purchase material for Projects	PF	Makes it possible to purchase material for a Project and issue it directly to the Project.
MA070	Use requests for quotation (RFQ)	TM	Makes it possible to create a request for quotation (RFQ) from a purchase order and send it to suppliers.
MA100	Use multiple stores	PF+MA120	Manage multiple stores per site. Items can be linked to one or more stores. Purchasing, stock management and item issues can be handled separately for each store.
MA110	Use goods receipts	TM	Goods receipts can be created for purchase orders based on the items ordered on the purchase order. The quantities received are added to the current stock of the received items.
MA120	Use multiple locations per item	TM+MA004	Multiple locations can be specified for each item within the store. The item page provides an overview of all locations for the item and the corresponding current stock. For each item on item issues and goods receipts, a location can be selected where the item stock is updated.
MA140	Use invoice verification for purchase orders	TM+SA	Invoice registrations can be created for purchase orders, allowing costs incurred on the purchase order based on the ordered items to be charged to the corresponding WO.
MA150	Invoice registration on PO	TM	This option allows invoices to be created for a purchase order. Invoice costs can be posted via the purchase order to a WO and the corresponding asset or an Account.
MA151	Invoice registration on WO	TM	This option allows invoices to be created for a WO. These invoices are not linked to a purchase order. Invoice costs are posted to the corresponding WO and associated asset.
MA201	Record sales price for item	TM+CC001	The sales price of an item is used to record material costs on a WO that can be charged to a customer.
MA301	Automatically complete item issues upon creation	LT	When an item issue is created, it is also automatically completed, skipping a verification step.
MA401	Enable sync flag when activating purchase order	SA	Enables the sync flag when activating a purchase order.
N3	Use PAT pages/interface	TM,SA	Use PAT pages to view, create and update PAT inspections.
PM019	Use detailed Maintenance Model and inspection details history	SA	Automatically stores a history of Maintenance Models and inspection details on assets when they are related.
PM051	Interface can generate WO from Maintenance Model	PF	Makes it possible to link an interface to a Maintenance Model. The Maintenance Model then generates WOs based on the interface instead of an interval.
SY001	Mandatory fields in User Settings	PF+SA	Enables the ‘Screen Settings’ menu option under Settings, where users can make a number of fields mandatory or optional.
WO003	Use downtime	LT	Use downtime to keep track of asset downtime on the WO detail page.
WO012	Use work permits	TM+-WO112	Makes it possible to link work permits to a WO so they must be signed when the WO starts and when it is completed.
WO015	Use Plan Groups	TM	Makes it possible to create and edit Plan Groups and assign WOs and preventive Maintenance Models to a Plan Group.
WO016	Use Crews	TM,SA	Makes it possible to create and edit Crews, assign employees to a Crew, and assign WOs and preventive Maintenance Models to a Crew.
WO017	Use Coordinator Groups	TM	Makes it possible to create and edit Coordinator Groups, assign employees to a Coordinator Group, and assign WOs and preventive Maintenance Models to a Coordinator Group.
WO020	Use Shifts	TM	Makes it possible to assign employees, WOs and Maintenance Models to Shifts.
WO035	Use Preparation	TM	Preparation makes it possible to place WOs in Preparation. It is also possible to indicate whether the WO has been Prepared.
WO042	Breakdown cause mandatory	LT	Displays an error message if no breakdown cause has been entered when completing a breakdown WO on the detail page.
WO043	Downtime mandatory	LT+WO003	Ensures that the ‘Downtime’ checkbox is selected by default. The user must therefore either enter downtime or clear the checkbox when there is no downtime.
WO044	Logbook feedback mandatory	LT	Displays an error message when a WO is completed if no Logbook rows have been added to the WO on the Logbook tab by a user.
WO045	Inspection list must be completed in full	LT	Displays an error message when an inspection list is present on a WO and has not been fully completed on the WO detail page.
WO046	Meter reading mandatory when a meter is linked	LT	Displays an error message when a meter is linked to a WO and no meter reading has been recorded on the detail page.
WO048	Media on inspection details	LT	Allows media to be uploaded to and viewed on inspection details. Uploading is only possible from McMobile; viewing is possible from both McMobile and McMain Online.
WO049	Inspection detail marked Not OK sets asset out of service	TM	When this option is enabled, the asset linked to an inspection detail is set to ‘Out of Service’ when the inspection detail is assigned ‘Not OK’ and the WO is completed.
WO056	Allow breakdown WOs to be scheduled after creation	PF	Makes Execution Date and Employee optional for breakdown work orders, allowing them to be scheduled after creation.
WO100	Use the Graphical Planboard	LT	The Graphical Planboard page can be used to schedule WOs for each employee or move them to another day.
WO103	Use employee team on a WO	WO100	Allows multiple people to be scheduled for a WO from the Planboard and displays this on the WO detail page.
WO104	Show overdue WOs based on planned start date (Planboard)	WO100	Shows overdue WOs based on the planned start date instead of the target date.
WO105	Use Read-Only Planboard	SA+-SA	Makes it possible to give users access to the Graphical Planboard without allowing them to schedule WOs.
WO108	Use capacity planning	TM	Allows the available number of capacity hours per day to be specified for each employee. This capacity can be viewed on the Timesheet page when this feature is used, and capacity planning can also be used on the Graphical Planboard.
WO109	Warning when available capacity is exceeded (Planboard)	WO108+WO100	Displays a warning when a WO is scheduled on the Graphical Planboard and the employee's available capacity is exceeded. The pop-up allows the user to schedule the WO anyway.
WO110	Use signature for machine release in McMobile	LT	Displays fields for machine release on the WO detail page in McMobile.
WO111	Release mandatory on WO in McMobile	WO110	Displays an error message when machine release has not been fully completed for a WO in McMobile.
WO112	Use Release Checklist	LT+WO110+-WO012	Adds an additional release step when completing a WO. For each asset, you can specify whether a release is mandatory before WOs can be completed and add checklists that must be checked off and signed by two authorized persons in McMobile.
WO131	Create WOs externally and block scheduling	PF	When scheduling WOs through the OpenAPI, an option can be enabled to prevent the scheduling of the WO from being changed within McMain Online.
WO160	Use Reason Codes	PF	Makes it possible to configure and use Reason Codes.
WO161	Select reason when choosing N/A in inspection list	PF+WO160	Makes it possible to configure Reason Codes of the Procedures type. When N/A is selected for an inspection detail, selecting a reason is mandatory.
WO181	Use comparison operators for field measurements, calibration and verification measurements	PF+CA001,PF+CA002	Makes it possible to specify a comparison operator when entering a field measurement, calibration or verification measurement.
WO182	Use generic Procedures	PF	Makes it possible to link an asset only when completing an inspection detail. Which assets can be linked depends on the Asset Type and the settings specified on the Procedure row.
WO210	Use Helpdesk Groups	TM	Makes it possible to create and edit Helpdesk Groups and assign employees and calls to a Helpdesk Group.
WO230	Link multiple WOs to a Call	PF	Makes it possible to link multiple WOs to the same call.
WO252	Show GPS location on Call	LT	Makes it possible to specify a GPS location when creating a call through the Digital Reporter.
WO280	Specify reason when cancelling a Call	PF+WO160	Requires the user to enter a reason when cancelling a call. Reason Codes of the ‘Cancel Call’ type can be used for this.
WO300	Use Timesheet page	TM	Allows the Timesheet page to be opened to view the hours booked to WOs for each employee per week and, when configured, to book indirect hours without linking a WO.
WO303	Make time registration on WOs mandatory	LT	Displays an error message when a WO is completed if no hours have yet been booked to the WO.
WO341	Use fixed rates for Hour Types	TM	Makes it possible to specify a fixed rate for each Hour Type. For an Hour Type, you can choose between a percentage of the rate of the employee booking hours to that Hour Type or a fixed rate independent of the employee's rate.

Default Values

On this page, you can configure default values for various parts of McMain Online.

Image: Default Values page

Each row also contains an information button. Clicking this button displays a short description of the feature.

The default value for each setting can be changed using the pencil icon.

It is also important to note that not all default values are available to everyone. The license levels from which each default value is available are shown in the ‘License level’ column in the table below. The following abbreviations apply: