The preferences page allows you to enable/disable standard alerts and custom alerts, configure standard alerts, determine the way the team views assets, and set up service event conditions.

Alerts

The alerts section allows you to customize which alerts are shown to the team and their order of preference. To change the order of preference, left-click and hold on the alert and drag up or down the list to make it have higher preference or lower preference. To remove an alert, click the Enabled drop-down and select Disabled.

Scheduled Maintenance

For scheduled maintenance, you can show Only Overdue, Only Due, both Overdue and Due, or not show scheduled maintenance.

Recall

Recall does not have any configurable settings.

Warranties Expiring

You can select when to be alerted for expiring warranties by selecting 30 Days, 60 Days, or 90 Days.

Recent Faults

For faults, you can determine the severities to be shown (Severe, Attention, Moderate, Unknown) as well as the number of days (1, 2, 3, 4, or 5) to show faults. 

Custom Alerts

For custom alerts, you can determine the severities to be shown ( Severity 4, Severity 3, Severity 2, Severity 1,  set the option to allow manual resolving for this alert type, and view the Integration Details.

Assets

The Assets section is used to determine how the team views the assets.

Main Identifiers

Select the identifiers that the team will see as the main asset attributes in PSSM Fleet. You can select up to two items to be used as primary identifiers, but Primary Identifier 1 is required. The Main Identifiers will be shown on the first line for each asset on the Assets page as well as other pages where the Asset information is shown and the information that is sent in the notification emails.

Secondary Identifiers

These are the identifiers that your team will see as secondary asset attributes in PSSM Fleet. Select which to show, and in what order to show them. These will be reflected in the assets listing, as well as other asset mentions. You may select up to three.

Other Identifiers

These are the identifiers that your team will see as lower-level asset attributes. Select which to show and in what order to show them. These will be reflected in the asset detail panels. You may select up to three.

Assets by Status Configuration

This section allows you to determine which statuses will populate the Assets by Status panel on the Home Page. You can choose Repair Statuses or Fleet Statuses to determine what is considered Scheduled, At Service, and Ready. You can also disable the Scheduled, At Service, and/or Ready status if you do not want that status to show on the Assets by Status panel.

To add a repair or fleet status to Scheduled, At Service, or Ready, click the drop-down arrow and select a status. Once a status is selected for Scheduled, At Service, or Ready it cannot be selected for a different status. To remove a status, click the X beside the repair status.

Service Events

This section sets up how service events will work for your team. 

Automatic Service Event Updates

Repair Status

Use the repair status to automatically update service events as Completed when a case reaches a specific Repair Status. You can select Complete (Gone) and/or Complete (Here) or neither. 

Fleet Status

Use the Fleet Status to automatically update service events as Completed when the fleet status is marked Completed or set the Service Event to be archived when the Fleet Status is set to Archived or Declined.

Case Status Visibility

This controls what status you can see for a Case related to a Service Event. The options are Fleet Status, Repair Status, or Both.