Notable Site Settings

Site Settings are something only an Admin will have the permission to view/adjust as they impact functionality of the entire site. This article calls out notable settings that can be enabled or disabled depending on your preference. 

If you would like to have any of these settings enabled or disabled, please put in a Helpdesk ticket and a member of our team will assist. 

IVR Settings

There are three settings that relate to IVR (Interactive Voice Response). 

1. IVR_Create_Any_Visit: This setting allows the vendor to check in and out of any job without first creating a visit. Once the job has been accepted, they can simply Check In by calling the phone number on their work order and a visit will automatically be created for them. When they check out of the job, the visit will be moved to Complete and you will have a record of their time on site. 
2. IVR_Create_PM_Visit: This setting works the same as noted above, but will only impact program work. 
3. IVR_Ignore_Scheduled_Date: This setting allows vendors to Check In/Out regardless of when their scheduled visit date is. It provides flexibility for your vendors and allows you to still have a record of their time on site. 

Invoice Comment Settings

There are two settings that relate to comments when approving or declining invoices. 

1. Invoice_Rejection_Comment_Status: This setting requires a comment to be added on all invoices that are rejected. The comment is stored as a record in the system and will be a required action before the invoice can be rejected. 
2. Invoice_Approval_Comment_Status: This setting requires a comment to be added on all invoices that are approved. The comment is stored as a record in the system and will be a required action before the invoice can be approved. 

REMINDER: THESE SITE SETTINGS AFFECT THE ENTIRE SITE.