Smart360 System Settings Configuration - FAQs
Getting Started & Overview
Q1: What is the System Settings Configuration Management module and who are its users?
A: The System Settings Configuration Management module is a centralized interface for managing and analyzing all system configurations in Smart360. It's primarily designed for:
- O&M Managers: Ensure consistent procedures, safety compliance, and operational optimization
- System Administrators: Manage technical configurations and system parameters
- Operations Teams: Configure work order types, field force parameters, and safety requirements
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q2: How do I access the System Settings Configuration Management interface?
A: To access the configuration management:
- Log into your Smart360 system
- Navigate to "service order" module in the main menu
- from the side nav click on settings
- The system displays a unified dashboard showing all configuration categories
- Review configuration status indicators and usage analytics
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q3: What configuration categories are available in the system?
A: The system provides three main configuration categories:
- Work Order Configuration: Work order types, sub-types, SLA rules, tax rates, safety requirements
- Field Force Configuration: Certifications, rates, skills matrix, roles
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Work Order Configuration Management
Q4: How do I create a new work order type in the system?
A: To create a new work order type:
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q5: What information is required when configuring work order - types?
A: Work order type configuration requires:
- Creator Name: Person responsible for creating the configuration
- Description: Clear description of the work order type purpose
- Creation Date: Date when the configuration was established
- Status: Active/Inactive toggle for availability
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q6: How do I edit existing work order configurations?
A: To edit work order configurations:
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q7: Can I deactivate work order types that are currently in use?
A: No, active work order types cannot be deactivated if they have pending or in-progress work orders:
- When attempting to deactivate a work order type in use, the system opens a modal
- The modal displays where the configuration is currently being used
- Shows message: "You cannot deactivate this item right now"
- Lists all dependent work orders and their current status
- You must complete or reassign existing work orders before deactivation
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q8: How do I search for specific work order configurations?
A: To search for work order configurations:
- Use the search bar at the top of the Work Order configuration tab
- Enter search terms for work order type names or descriptions
- The system filters results in real-time as you type
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Field Force Configuration Management
Q9: What types of field force configurations can I manage?
A: Field force configurations include:
- Certifications: Required qualifications with Active/Inactive status toggles
- Rates: Base rates, overtime multipliers, and skill premiums
- Skills: Skills matrix management for technician capabilities
- Roles: Field personnel role definitions and responsibilities
- Each configuration type has add, edit, and search capabilities
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q10: How do I manage technician certifications in the system?
A: To manage certifications:
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q11: What happens when I try to deactivate a certification that's in use?
A: When deactivating certifications in use:
- System prevents deactivation if the certification is assigned to active field personnel
- A modal opens showing where the certification is currently being used
- Displays message indicating you cannot deactivate it at this time
- Lists all technicians currently holding this certification
- You must remove or update technician certifications before deactivation
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q12: How do I configure rates for field force personnel?
A: To configure field force rates:
- Access the Field Force tab and locate the Rates section
- Click "Add New" to create new rate structures
- Specify base rates for standard working hours
- Define overtime multipliers for extended work periods
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q13: How do I link safety requirements to work order types?
A: To link safety requirements:
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
Q14: What types of safety requirements can I configure?
A: Safety requirements include:
- Personal Protective Equipment (PPE): Required safety gear specifications
- Safety Protocols: Step-by-step safety procedures
Video URL - https://www.bynry.com/smart-utility-management-software
Platform URL - https://platform.bynry.com/wx/settings
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