Settings
The following settings are available in the Settings of the project:
| Setting | Description |
|---|---|
| Predefined Record Type | Set the type of record that will be automatically assigned when creating a case, depending on the selected process type. |
| Urgency | Define the default urgency level for new cases based on the chosen case type. |
| Default Service | Sets the service by default to the type of case it is associated with. |
| ID format | Allows you to configure the unique identifier of the case (e.g.: IM—) according to its type. |
| Enable Service Filter in Case Creation | When activated, the system filters the information of companies, customers or suppliers based exclusively on the agreements they have associated with the selected service. If the option is disabled, all entities linked to the service will be displayed without applying the agreement restriction. |
| Activate customer-company filter in case creation | When activated, it allows the user to view all the companies to which it belongs within the system. If the option is disabled, the system will restrict the view by showing only the company that is associated with the selected service agreement. |
| Accounting | Enable the button so that the responsible specialist can record the time and effort dedicated to the attention of the case. |
| Disable editing to non-responsible specialists | Restrict the editing of information in cases where specialists who are not responsible cannot make changes. |
| Allow the customer to close the case | Enable in the Customer Console so that the requesting user can terminate the case autonomously. |
| Enable contract filter on services | Displays a drop-down field in the Specialist Console to select the contract associated with the service. |
| Not allowing the client to include notes to the case | Blocks the ability for the customer to add notes to the case. |
| Identification of duplicate cases | When activated, the system detects and will alert on similar cases created within a specific time range (in minutes). |
| Edit Additional and Asset Relationships in Approval Cases | It allows you to modify additional fields and manage the list of assets in cases that are in the process of active approval. |
| Request Digital Signature | Enable the digital signature requirement in the ASMS Mobile App to confirm that the customer received service or satisfaction. |
| Load balancing | Allows automatic assignment of cases to specialists based on a distribution method selected from the drop-down menu. |
Defaults
The following settings are available in the Defaults of the project:
| Setting | Description |
|---|---|
| Allow the customer to edit their details | Enable the option for the user to update their personal information from the customer portal. |
| Enable Chat Integration | Enable chat functionality in the Customer Console to enable direct, real-time communication with an available specialist. |
| Enable Project Visibility for the Customer Portal | Allows this specific project to be visible and accessible in the ASMS Customer console. |
| Mail Server | Defines the default e-mail output server for notifications for this project. |
| Select the default case type | Set the default case type in the Customer Console form. |
| LDAP by default | Selects the default active directory (LDAP) for user management in the project. |
| Branding by default | Select the visual design and graphic identity (themes) that will apply to the consoles. |
| Currency Type | Defines the local currency for the economic type fields in Administrator, Specialist, Customer, and CMDB. |
| Thousands separator | Configures the thousands separator character on all ASMS interfaces (Administrator, Specialist, Customer, and CMDB). |
| Allow customer self-registration | Enable the “Registration” link on the ASMS Customer home screen for new users to create their account. |
| View categories not visible to users | Allows you to display in the Customer Console those service categories that are administratively inactive as “Not visible”. |
| Enable anonymous access | Allows users to access certain functionality in the Customer Console without requiring authentication. |
| Do not display items in the service query | It does not list the items in case creation. |
| Enable integration with Aranda Field Services | Enable synchronization with the AFLS portal for the creation and management of field tasks (AFLS). |
| URL Aranda Field Services | URL for integration with the Field Task Management Service (AFLS). |
| Token AFLS | Authentication code for secure communication with Field Services. |
| Specialist Uri | ASMS Specialist console shortcut URL. |
| Client Uri | Shortcut URL to the ASMS Customer console. |
| Uri Aranda PassRecovery | Password recovery portal shortcut URL. |