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The purpose of Shop Settings is to make it easy for a user to update the status of activities and provide the shop manager with a real time status of activities without being in the shop.

A shop user has a simplified interface that allows them to view specified activities. The shop user will click start when they begin the activity and stop when the activity is complete. Standard, Inventory and Enterprise edition customers can add unlimited shop users.

Summary

  1. Create shop activity status
  2. Create views for shop users
  3. Create shop user
  4. Impersonate the shop user to verify access

Step by Step Instructions

  1. Create shop activity status

    1. Go to Job > Edit Settings
    2. Click on Activities Statuses
    3. Click on New Activity Status
    4. Type in a name like "In Process", Abbreviation IP, select a color, leave the Type as "active" and click OK
    5. Go to Admin > Shop Settings
    6. Click on Settings
    7. Click on Configure Start/Stop Buttons
    8. Select "In Process" for start status and Complete for stop status.
  2. Create views for shop users

    1. Go to Admin > Shop Settings
    2. Click on Views
    3. Click on New Shop View... button
    4. Make the desired selections and click OK. (Click here for help creating views.)
      (NOTE: Use (Myself) on "Show Only Activities Assigned To" to limit access to the assignee for each user. If you want all your shop users to view the same type of information you only need to create one shop view.)
    5. Click OK.
  3. Create shop users

    1. Go to Admin > Shop Settings
    2. Click and complete the following:
    • User Name: Enter the name the shop user will use to sign on to Moraware JobTracker
    • Password: Enter the password the shop user will use to sign on to Moraware JobTracker
    • Confirm Password: Enter the same password for verification
    • Full Name: (optional) Enter the shop user's full name
    • Email Address: (optional) Enter the shop user's email address
    • Assignee: (optional) Select Assignee associated with this user. If selected it will be substituted for (Myself) on views.
    • Login from anywhere : (optional) Deselect this check-box to specify login locations
    • Must Change Password: (optional) Click this check-box to force user to change their password on initial login
    • Displayed Views: Select specific shop view(s) or All
    • Security Restrictions
      Restrict user to specific activity type(s) or All
      Restrict user to only see activites for specified assignees, or select All Assignees
  4. Impersonate the shop user to verify access

    1. Click on the user name and select Impersonate user 'user name'
    2. After verifying they have the appropriate access, click on Stop Impersonating: 'user name'