TSM Wiki

TSM Remote configuration

TSM Remote configuration

To set configuration settings for first time or changing afterwards open your browser and type following address.

<your-IP-address>/tsmservice/login.aspx

Or the address which you normally access to the configuration page

On the login screen enter the following values

1. TSM Data Path – Enter the path of the TSM directory on your system.

e.g. C:\Program Files\TSM

2. User ID – Enter your TSM user ID

3. Password – Enter your TSM password

4. And click login

You will see six links each one will have different settings.

  • Compact List Config
  • List Config
  • Maintenance
  • Support Files
  • Logo Settings
  • Manage Conflicts

Compact List Config

Compact List Config is used to control the view of compact list as follow:

This setting will control the available fields in the compact list.

  1. PDA List – Here you can select which list you want to configure.
  2. After selecting PDA List you will see values in both available columns and visible column text boxes.
  3. You can choose which columns you want to make visible by using the arrows between two text boxes.
  4. You can also use “up” and “down” buttons to move your columns in available columns text box.
  5. You can also change the name of column. Select column type a name in update text box and click update.
  6. Click save button after you changed your List Config settings.

List Config

List Config is used to control the view of job list as follow:

  1. PDA List – Here you can select which list you want to configure.
  2. After selecting PDA List you will see values in both available columns and visible column text boxes.
  3. You can choose which columns you want to make visible by using the arrows between two text boxes.
  4. You can also use “up” and “down” buttons to move your columns in available columns text box.
  5. You can also change the name of column. Select column type a name in update text box and click update.
  6. Click save button after you changed your List Config settings.

Maintenance

TSM Path

TSM Data PathThis field will show you what data path you entered in login screen.
TSM Remote Server PathThis field will show you the location of TSM Remote virtual directory.

Signature Statements

Signature Text CustomerThis filed will display under customer’s signature on TSM Remote
Signature Text EmployeeThis filed will display under employee’s signature on TSM Remote

Rules

No of Days in pastDefines the number of days prior (before and future) to today to display completed jobs. You should keep this as low as possible to minimize the volume of data sent to TSM Remote.
No of Days in future

PDA Settings

Default EquipmentDefault equipment name while searching a new equipment
Password RequiredLogin password will be required if this option is checked
Ignore ConflictsIgnore the data conflict while data updating
QuickTime OnlyForces the user to enter time via the Quick Time screen only. The Time tab will no longer allow you to add, edit or delete time entries. Useful if you want to force your technicians to use the clock to log their time
Check List Warning on CompleteSelect this option if you want a warning when completing a job if any checklist
Append to Work PerformedNew work perform will be appended to previous work perform if this option is checked
Set Completion DateSelect this if you want to set completion date
Job Complete on SignatureSelect this option if you need to take signature before completing a job
Auto Accept JobJobs can have an acceptance function applied to them. When this option is not selected, a job must be accepted before it can be worked on. The acceptance screen displays any OH&S checklists assigned to the job and asks you to press the Accept button to accept the job or the Reject button to reject the job
Set Comm. Time to AcceptedCommenced time will be set as the time when accept the job
Customer Search to Include Only Customers in the Same Service Area as TSM Remote UserSearching the customer only limit by using service area by TSM configuration
Query parts list by modelThe part search will show list by model
Signature Required to completeselect this option to automatically complete the job when the job signature is entered
Include jobs from Employee groupselect this option to enable employee group function: users are in the same employee group can access to the job assigned to this employee group
Include Quoted Partsselect this option to show quoted parts and used parts on TSM Remote
Checklist Answers RequiredJob checklist, equipment checklist, assignment checklist are compulsory before completing a job
Default new Part to be Quoted-PartDefault Details 2 page order type to Quoted
Customer search restrict to PDASelect this option to only show the client marked “Send to PDA” on TSM Remote under offline mode
Add offline ChecklistSelect this option to allow adding checklists in offline

Security Settings

Lock Job DateUsers cannot change Job Date if this option is selected
Lock Employee IDUsers cannot change Employee ID if this option is selected
Lock Job TypeUsers cannot change Job Type if this option is selected
Lock Service RequestedUsers cannot change Service Requested if this option is selected
Lock Customer & Site DetailsUsers cannot change the customer and site detail for the job if this option is selected
Exclude stages and variationsStage / Variation job details will be not sent to TSM Remote (Offline) if this option is selected
Hide Other1Hide Other1 field under job detail if this option is selected
Hide Other2Hide Other2 field under job detail if this option is selected
Hide Assignment TabAssignment tab becomes unavailable to be changed if this option is selected
Hide Work PerformedWork perform tab becomes unavailable to be changed if this option is selected
Hide Parts TabParts tab becomes unavailable to be changed if this option is selected
Site Notes Required to completeSelect this option to require Site Notes entry before completing a job
Hide Travel Labour TypesTravel laour type becomes invisible under Quick time if this option is selected, a default Travel also needs to be entered under the Default and Auto Sync setting
Lock jobs Filter to All JobsUsers cannot change Job filters if this option is selected
Hide Job LoggingJob logging tab becomes invisible if this option is selected
Hide Time TabTime tab becomes invisible if this option is selected
Hide Job Equipment Detail 2Equipment detail 2 tab becomes invisible if this option is selected
Hide Job EquipmentText – Equipment text tab becomes invisible if this option is selected
Hide Job EquipmentSignature – Equipment Signature becomes invisible if this option is selected
Hide PAST from date filterUsers cannot change the Date filter to PAST if this option is selected
Hide Parts - Purchase OrderPurchase Oder option under Part, Detail 2 tab becomes invisible if this option is selected
Hide Parts – RequisitionRequisition option under Part, Detail 2 tab becomes invisible if this option is selected
Exclude Job History – OfflineEquipment job history will not be sent to TSM Remote in offline if this option is selected

Default and Auto Sync Settings

Default Employee GroupDefault Employee Group
Auto Sync on Create New JobSynchronization will start after creating a new job under offline mode
Default Travel Labour TypeDefault labour type to use for Quick Time Travel
Auto Sync on CompletionSynchronization will start after completing a job under offline mode
Default Standard Labour TypeDefault labour type to use for Quick Time Standard
Auto Sync on Status UpdateSynchronization will start after updating job status

Status Keys

Open StatusStatus code to assign a job after it us accepted
Completed StatusStatus code to assign a job when it is completed
Rejected StatusStatus code to assign a job when it is rejected
Conflict StatusStatus code to assign a job when an update conflict is detected when writing TSM Remote data back to the backend TSM Server

Logo Settings

Under Logo Settings, you can upload your company logo and it will be displayed in TSM Remote.

  • Upload image for login page: size limits 450px * 86px
  • Upload image for other pages: size limits 264px * 40px

Support Files

* This option is designed to control TSM Remote, please leave it as default.

Manage Conflicts

* Synchronization conflicts will be available under this tab.