How does the management window work?
In the manamegement section you can manage establishments, brands, users, and rights, and connect to DMS systems.
The number of establishments and brands is limited by the license.
Users can be added freely, however the maximum number of users that can log in to Plan-IT simultaneously is limited by the license.
Open management window
- Click in the menubar on the option System.
- Select the option Management.
The management window appears:
The Management window consists of the following parts:
- In the top is the green Plan-IT bar.
- Under that are the several establishments (yellow) and brands (blue).
- Under the black line are all users listed. The color of the users is determined by the rights that they have.
- In the bottom right corner are buttons to go to the User section or to Close the window.
Establishments and brands
Establishments are the locations you are managing. When you want to manage more that 1 location you can keep the planning of different locations separated in Plan-IT by adding multiple establishments. How many establishments you can add depends on your Plan-IT license.
To add an extra establishment, click with the right mouse button on the green Plan-IT bar and select the option Add Establishment.
The Add establishment window appears.
- Enter the name of the establishment that you want to add in the Establishment field.
- In the Cust. database you can select whether you want to use an existing database or your own customer database for the new establishment.
- In the DMS link field, you can select a DMS that you want to use for this establishment. When you select a DMS here, it will overrule the global setting.
- In the fields Import and Export, specify the location where the DMS-system and Plan-IT should place the files for the connection. When you leave the Export field empty, the location of the field Import is used for both.
When everything is configured to your liking, click on the Save button to add the establishment to the system.
When more than 1 establishment is added, users can switch between all establishments they have access to in the bottom of the planboard window.
To edit an establishment, click in the management window with the right mouse button on an establishment and select the option Edit from the context menu.
The Edit establishment window opens with all entered data.
Edit the preferred data and click on the Save button to apply the changes.
Switch off establishment
It is not possible to delete an establishment, but you can put an establishment Inactive.
To make an establishment inactive, click in the management window with the right mouse button on an establishment and select the option Switch off in the context menu.
In the pop-up window that appears, click on the Yes button to confirm the switching off.
You need to close and restart Plan-IT to apply the changes. The establishment will be shown grey in the management window and cannot be selected anymore in the planboard window.
To switch on the establishment again, click in the management window with the right mouse button on the inactive establishment and select the option Switch on in the context menu.
Because brands are always linked to establishments, adding brands is done via establishments. Click in the management window with the right mouse button om the establishment for which you want to add a brand and select the option Add Brand.
Editing and switching off brands works in the same way as editing and switching off establishments.
To add a new user, click with the right mouse button on the green Plan-IT bar and select the option Add user.
The Add user window appears:
- In the Log-in field, enter what you want to name the new user. This is the username that the user will need to enter in the login screen.
- In the Password field, enter the password for the user.
- When everything is filled in to your liking, click on the Save button.
Give users rights
After creating a new user, it is listed in all establishments and brands, but is set by default to Not visible. Give the user rights to have them view data or perform actions in establishments and brands.
There are different rights levels, and only a user with Master rights can change the rights of other users.
In the Management window, click on the establishment or brand where you want to give the new user rights.
A list apears with all users underneath each other. The color and the letter in the bottom right corner of the user box indicate what rights they currently have.
The following rights profiles exist within Plan-IT:
|Not visible:||this user can not login to this establishment. (Color is greyand there is an N in the bottom right corner).|
|View:||this user can log in, but only view data. (Color is orange and there is a B in the bottom right corner).|
|User:||can schedule, edit, and delete work orders. However there are no rights to edit baset settings or system settings. (Color is green and there is a G in the bottom right corner).|
|User +:||has the same rights as a regular user, but there are additional rights that can be enabled in the Systemsettings for this rights level. (Color is light green and there is a G+ in the bottom right corner).|
|Administrator:||has rights to edit/add system settings and base settings but has no access to the Management section. (Color is red and there is an A in the bottom right corner).|
|Master:||has all rights within an establishment and also has access to the Management section. (Color is yellow/green and there is an M in the bottom right corner).|
|Default establishment:||with this option, you can select an establishment which the user will start from when logging in. (The letter D appears in the top left corner). When no default establishment is selected, Plan-IT will start with the first active establishment in which the user has rights.|
To give a user rights in the selected establishment or brand, click with the right mouse button on the user and select the preferred rights level in the context menu. You can assign a different rights level for each establishment or brand for the same user.
Edit or delete user
To edit the details of a user, click on the User button in the bottom right corner of the management window to switch to the user section. Instead of the establishments and brands, you now see the users in the top of the window.
Select a user by clicking on it with the left mouse button. Then click on it with the right mouse button and select the Edit user option to edit the details.
You can also delete a user in the user section by clicking on a user with the right mouse button and select the option Delete user. Click on the Yes button in the pop-up window that appears to confirm deleting the user.
In the systemsettings you can manage global settings of Plan-IT. These apply to all establishments in Plan-IT.
Click with the right mouse button on the green Plan-IT bar and select the option Systemsettings in the context menu to open the system settings of the management window.
The System window appears:
In the top of this window is the option Hide users at log-in. Activate this option to have users type in their user name instead of selecting it from a list. Having to type in your username is safer than being able to setect it from a list.
Below that you can select a DMS link. Contact us when your DMS is not listed in the dropdown list.
In the fields Import and Export, enter the folders in which the DMS places the XML files. When you leave the Export field empty, the folder in the Import field is also used for the export.
When starting Plan-IT Workshop, once a day an integrity check is performed that checks if all work orders meet all conditions. By putting a check in the box with the Do not perform integrity check at startup option, this automatic check is turned off. The integrity check can then be manually performed with a button in the System settings.
With the Activate logging option, you can indicate if the system should keep a logfile of performed actions, such as creating, editing, and deleting work orders. It can also be found back in the logfile which user has performed the action.
Turn on the Close Plan-IT without question option to be able to close Plan-IT Workshop without showing a confirmation window.
Turn on the High Integrity option on to have Plan-IT perform an extra check when saving and editing work orders before it is written to the database. This helps to prevent indexing issues with certain networks.
To turn on this option, create a Highintegrity.ini file in the JDS\Plan-IT\Programs folder with the following lines of text:
The Debug mode webservices option is to research errors in webservice calls. With this debug option you can check what Plan-IT is sending and receiving.
Put a check in the box with the Tyre manager option to turn it on. With the tyre manager function, you can monitor the profile depth of tyres and when summer or winter tyres need to be changed.
You can specify the months when the Summer and Winter season start and end. When scheduling a work order, the system will then give a reminder when it is time to change the tyres.
Put a check in the box with the Register profile option conditions when you want the system to give an indication at which profile depth a tyre should be replaced. You can enter the number of millimetres when a profile is safe or unsafe. This can be entered separately for summer and winter tyres.
Besides that there are several options for the tyre manager that you can turn on or off.
By turning on the Register make tyres option, you can enter the brand of the stored tyres in the tyre manager. This will make it easier to find them back in storage.
Put a check in the box with the Storage location can be entered manually option when you want the option to enter the location manually instead of having to select it from a list.
With the Storage location mandatory option, you can make it mandatory for users to enter a location when entering tyres.
With the Disable OK / NOK check option, you can disable the mandatory entering wether the tyres are OK.
With the options Fill End Storage remark and Fill storage remark, you can make it mandatory for users to enter a remark when storing tyres or taking tyres out of storage. With these options turned off, a remark is optional.
In the Print field, you can indicate in what format the labels and the tyrepass needs to be printed.
In the tab file Tyrepass, you can enter the conditions that count for customers that use the tyrepass.
In the Checks tab, you can turn off several options of the Work order window. When you turn on an option in this tab file, that option will not be shown anymore in new and existing work orders.
The tab file User + contains several options with which you can give users with this rights profile extra priviliges. This way you can configure the User + rights profile completely to your liking.
By configuring triggers, you make sure that when selecting certain operations in work orders, the options Internal order, MOT, or Change tyres are automatically turned on. This way you prevent that users accidently forget to turn on an option. For more information, check the page Triggers.
You can also view the below demonstration video: