Specify filters to only download certain records during synchronization. If you do not specify which records to download, the system will download all records.
When multiple-organization downloading is enabled, the synchronization configuration options available to the HxGN EAM Mobile administrator and basic users will differ. The HxGN EAM Mobile administrator has rights to modify all of the synchronization configuration options.
Follow these steps to configure synchronization.
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Select Option > Sync Configure. The system shows the Sync Configuration tab.
To specify multiple values in the adjacent fields, use a comma as a separator. You
can specify up to five parameters. Any parameters above five are ignored.
You can specify up to ten parameters for the following sync options: Download Work Orders For Department, Download Equipment For Department, and Download Employee For Department.
You can also specify wildcards as necessary to specify sync configuration data. If you know all but one character, you can specify the characters you know, and substitute underscore (_) for the unknown character. If you only know a portion, you can specify the portion of the parameter that you know, and substitute % for the remaining portion. For example, if you specify P% for Part, the system retrieves all parts that begin with the letter P. If you specify %PIP% for Part, the system retrieves all parts with codes that include the letters PIP.
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Specify this information:
For - Specify the group or user for which to configure synchronizations.
Download Work Orders - Select to download all work orders.
For Department - Select to download work orders for all users in the same department.
Select Download Work Orders only to download work orders that belong to your organization and are assigned to
you. Select Download Work Orders and For Department to download work orders that belong to your organization and the entered department.
The system downloads work orders for which the work order header is assigned to the current user.
The system also downloads work orders for which the current user is the person responsible for one of the work order activities. The user has unlimited permissions for that one work order activity and read-only permission for the work order header and other activities.
Download Calibration Records - Select to download all calibration records.
Download Calibration History - Select to download all calibration history records.
For Latest (Days) - Select to download calibration history records for a specific number of days, and then enter the specific number of days.
Download Inspection Results - Select to download all inspection results records.
Download Physical Inventory - Select to download all physical inventory records
For Store - Select to download physical inventory records for a specific store, and then enter the specific store in the adjacent field.
For Line - Select to download physical inventory records based on specific lines, and then enter the specific lines.
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Click the right arrow button to show the next Sync Configuration screen.
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Specify this information:
Download Equipment - Select to download all equipment records.
For Department - Select to download equipment records based on specific departments, and then enter the specific department in the adjacent field.
For Location - Select to download equipment records based on specific locations, and then enter the specific location in the adjacent field.
For Class - Select to download equipment records based on specific classes, and then enter the specific class in the adjacent field.
For Category - Select to download equipment records based on specific categories, and then enter the specific category in the adjacent field
For Equipment - Select to download specific equipment records, and then enter the specific equipment in the adjacent field.
For Type - Select to download equipment records based on specific types, and then enter the specific type in the adjacent field.
Download Equipment Comments - Select to download all equipment comments records.
For downloaded WO only - Select to download the equipment comments records for downloaded work orders only.
Download Equipment Custom Fields - Select to download all equipment custom fields records.
For downloaded WO only - Select to download the equipment custom fields records for downloaded work orders only.
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Click Next. The system shows the next Sync Configuration screen.
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Specify this information:
Download Equipment History - Select to download all equipment history records.
For downloaded WO only - Select to download the equipment history records for downloaded work orders only.
For Latest (Days) - Select to download equipment history records based on specific days, and then enter the specific days.
Download Cost Codes - Select to download all cost codes records.
For Class - Select to download cost codes records for a specific class, and then enter the specific class in the adjacent field.
For Cost Codes - Select to download specific cost codes records, and then enter the specific cost code in the adjacent field.
Download Employees - Select to download all employee records.
For Trade - Select to download employee records for a specific trade, and then enter the specific trade in the adjacent field.
For Department - Select to download employee records for a specific department, and then enter the specific department in the adjacent field.
For Employee - Select to download specific employee records, and then enter the specific employee in the adjacent field.