System settings and tenant baseline

Who this is for

System Administrators.

Before you start

• Obtain approval for organization-wide policy changes
• Backup current settings if performing a major baseline update

Configuration Workflow

1. Navigate to the Settings module.
2. Update "General" settings for branding and localization.
3. Configure "Lookup Lists" for asset criticality, work priorities, and failure codes.
4. Define "Operational Policies" for work order signatures and evidence requirements.
5. Save baseline settings to apply them across all sites.

What to check next

• Validate that dropdown lists in modules reflect the new lookup values
• Check that evidence requirements are enforced in work orders

Common mistakes

• Deleting lookup values that are currently in use by active records
• Applying strict evidence policies without training the field team
• Using inconsistent naming for priorities across different site Baselines