Company Options and what they mean

This folder will go over all the Company options and the definition of what each one will do.

User-Defined Label Settings (Re-labeling fields in ProCalV5)
On the General Info tab of the Company screen, there is an option to "Use Own Labels" or "Use Labels from this Company" ProCalV5 also o...
Fri, 19 Jun, 2020 at 4:48 PM
Auto Close Work Orders
On the Options tab, there is an option to "Auto Close Work Orders" A Work Order in ProCalV5 is a collection of 'Scheduled Tasks' t...
Wed, 24 Jun, 2020 at 1:21 PM
Prevent Modification of Exported Records
On the Company screen, Options tab, there is an option to "Prevent Modification of Exported Records" When this is checked and you have Expor...
Thu, 25 Jun, 2020 at 3:57 PM
Users Cannot Finalize Records They Enter
There are three options on the Company screen, Options tab, that will allow you to restrict Users from Finalizing Records that they created. Users Ca...
Mon, 29 Jun, 2020 at 9:46 AM
Days To Keep History
What does "Days To Keep History" mean? This is confusing to a lot of our customers as they feel that records will disappear after the set allotte...
Mon, 29 Jun, 2020 at 2:13 PM
Prevent Duplicate IDs Across All Record Types
The "Prevent Duplicate IDs Across All Record Types" option, when checked will prevent you from saving a different record type with the same ID as ...
Mon, 29 Jun, 2020 at 2:21 PM
If Calibrated Item Is Not Approved
This option on the Company screen, Options tab, has a drop down with three options: Allow Warn Restrict When set to "Allow", you will be a...
Wed, 1 Jul, 2020 at 1:53 PM
When Actual Input Is Out Of Input Tolerance
This Company option has a drop down with three options: Allow Warn Restrict This option is referring to the Input Tolerance that can be set on the C...
Wed, 1 Jul, 2020 at 4:00 PM
Mass Update Approval Policy
This option allows you to select an already created Approval Policy. Mass Updates must be Approved before you can "Apply Update". Just like Approv...
Thu, 2 Jul, 2020 at 1:39 PM
Calibration Scheduled Date must be before Current Due Date
Available on Releases 5.8.0.3 and up. This option, when checked, will prevent a User from setting the "Scheduled Date" on the Calibration screen ...
Wed, 8 Jul, 2020 at 11:38 AM