Settings overview - Opmaint Help Centre

To open settings, click your organisation name at the top of the left sidebar and choose Settings. Settings apply to the branch you are in, shown in the branch selector at the top of the sidebar. If you run several branches, set each one up separately.

What is in settings

Section	What it controls
Branch Preferences	Currency, dashboard colour, timezone, language, date and time format. See Branch preferences
Organization Logo	Your logo
General Preferences	How work orders, assets and stock behave (see below)
Required Fields Settings	Which fields people must fill in. See Required fields
Custom Fields	Your own extra fields on any module. See Custom fields
Overdue Reason Settings	Ask for a reason when a work order runs late (see below)
Notification Settings	Which events send email and in-app notifications. See Notifications
Request Portals	Public forms for reporting problems. See Request portals
Bulk Import	Load data from spreadsheets. See Bulk import
Taxes	Tax rates and tax groups for purchase orders. See Taxes
Downtime Schedule	Periods when preventive work orders should not repeat. See Downtime schedule
App Language	The language the app is shown in. See Branch preferences
Terms and Conditions, Privacy Policy	Legal documents

General preferences

Turn these on or off to suit how your team works:

Setting	What it does
Auto-add request creator as monitor user during work order creation	The person who raised a request is added as a monitor user on the work order made from it, so they can follow progress
Show details page in a dialog	Opens work order and request details in a focused pop-up instead of a separate page
Ask for close-out notes when marking Done	Shows an optional text or voice prompt when someone completes a work order. When off, completing works normally
Parent and child assets	Allows one level of parent and child assets, and rolls child maintenance data into the parent
Require cost for stock in	Makes a cost per unit compulsory when recording incoming part stock
Single deletes per hour and Bulk-delete requests per hour	Limits on how many deletions can happen in an hour, as a safety net against accidental mass deletion

Turn on Ask for close-out notes when marking Done if you want technicians to say what they actually did. It makes the asset history far more useful later.

Overdue reasons

Turn on Require a reason for overdue work orders. Once a work order is overdue past the threshold you set, an overdue reason field becomes available on its details page. Over time this tells you why work runs late: spares, manpower, access or approvals.

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