Administration Setting

Add & Edit users, config settings and bulk modifier (Find and Replace)

Working with Administration Settings
The Builder Settings Menu is located on the right side of the Title Bar. Click  to display the settings menu. Settings Menu The settings menu option...
Fri, 11 Dec, 2020 at 2:19 PM
Adding a New User
Assess to the software is provided via the Administration Settings. Users and access is a function of the system administrator.   Click on Users from the A...
Fri, 29 Jan, 2021 at 12:17 PM
User Profiles
Builder has a number of preconfigured user profiles to provide control over administering the system. The profiles are selected when adding a user. A user c...
Fri, 11 Dec, 2020 at 2:21 PM
Assign a site and skill to a user
Users can be assigned to a specific site which will limit what work orders the user will see. A toggle exists on the work order screen to display all sites....
Fri, 29 Jan, 2021 at 12:18 PM
Updating Advanced Settings
Navigate to Builder Settings Menu > Settings. The list of settings will be displayed. See Config settings available  for a full list of the options. ...
Fri, 11 Dec, 2020 at 2:26 PM
Advanced Settings
Builder has a number of advanced setting which effects the way the system manages displays data and features. The advanced settings are in the Administratio...
Fri, 11 Dec, 2020 at 2:26 PM
Using the Search & Replace
The Search & Replace is an Admin Function that allows you to find and change text across multiple Task Names, Operation Names, Step Instructions or Limi...
Fri, 11 Dec, 2020 at 2:27 PM
Audit Log
The audit log can be accessed by Admin Users only. The Audit Log lists the changes which have been made within OnPlan Builder. It keeps a record of the data...
Fri, 11 Dec, 2020 at 2:29 PM