General

After the first login, it is advised to customize your user preferences. This document will give an overview of the fields and their functionality.


Read Only and mandatory fields

Read Only fields: In RedSky fields that are displayed in blue are read-only fields that cannot be edited. Examples of read-only fields are:

  • Fields that are automatically filled. i.e. the Username is filled upon saving the user.

  • Fields that can only be edited by a user with a higher authorization level. 



Mandatory fields: Mandatory fields are marked by a red asterisk (*). To be able to save information on a page, all mandatory fields need to be filled in.

User Detail

To access your RedSky user profile, click the “My Account” button at the top right side of the page.



User Profile

The first section, on the user detail page, is User Profile. Here you can update your password and key information about your account. Additionally, you can upload your photograph (which will be displayed next to your name in several locations within RedSky)

Please make sure to keep your contact information up to date!


General Info



Field Overview

First Name

The first name of the user

Initial

Initial(s) of middle name(s)

Last Name

The last name of the user

Username (read-only)

The username is given by the Administrator

Supervisor (read-only)

The manager of the user

Alias

The alias name of the user. This name is shown in the user dropdowns in Customer Files, Service Orders, Work tickets, Activity management, etc. 

Password Expiry Date

The date the password will expire

Do not Email (checkbox)

This check box will prevent the system to send the emails

Gender

The gender of the user

Password

In this field the user can enter a new password

Confirm Password

Confirmation field for the password

Password Hint Question

Control question to retrieve the password if forgotten

Password Hint Answer

The answer to the control question

User Type

The User type given by the administrator

Job Title

The job title of the user

Job Type (read only)

Job type(s) this user is managing

Company

Name of the company the user is located

Func. Area


Based At

The default Bill To for the creation of Customer Files

Based At Name

The associated name of the Based At account

Parent Agent

Parent account of Based At

Signature

To upload (or remove) a digital signature for the user


Contact Details


Field Overview

Address

Address of company user is located

E-Mail

E-mail address of user

Mobile Phone

Mobile phone number of the user

City

City where company is located

State

State where company is located

Website

Website of the account the user is connected to

Office Phone

Office phone number of user

Country

Country where company is located

Skype ID

Skype Id of the user

Office Fax

Office fax number of the user

Zip 

Postal code of company

Upload Photograph

Possibility to upload (or remove) photograph of the user.

Configuration Defaults

The first section, on the user detail page, is the Configuration Defaults. In this section the user can modify the look and feel of RedSky according to your personal needs.

Default



Field Overview

Work Begin Hours


Work end Hours


Active CF/SOs by default

When checked a search within RedSky will only display active files

Default Warehouse

The default storage facility used in Service/Orders and work-tickets

Login Starting URL

The default RedSky screen displayed after login

Default Tab for Service order

Default tab displayed on opening a S/O.

Default Company Division

Default company division used in Customer Files and S/O’s

Extract Job Type

Default status of jobs in data extracts

Booking Agent

Default Booking Agent in Customer Files

File Cabinet

Default view of the File Cabinet

Service Order View

Default view for Service Orders. 

Commodity

Default commodity used in Service Orders

Service

Default Service type used in Service Orders

Default Operation Calendar

User can select the default Ops Calendar from  Crew, Ops, Planning & Work Planning Calendar

Follow Up Email Client

User can enable/disable the Follow Up Email Alert


Default tab for Service Order:


If the field “Default Tab for Service order” is left blank, the default tab for the Service Order will be the “Status” tab. The dropdown can be used if another default tab is required. 


NOTE: If another tab is required, make sure the field “Service Order View” is set to the value “Service Order List”. The value “Dashboard List” in this field will prevail over the selected tab in the field “Default Tab for Service Order”. In this case, the Service Order will open on the “Status” tab.  



Default Sort for

In this section, the search functionality of RedSky can be customized. The user can specify how the results of a search should be displayed. As shown in the below screenshot. This can be done for the most common type of search.


Accounting

In this section, the defaults for pricing and accounting can be set. 


Field Overview

Quote Contract

The default contract used for Quotes

Accounting List

Checkboxes for the sections to be shown in an Account Line

Pricing/Accounting

Checkboxes for the sections to be shown in the Pricing Section



Access Right

This section displays the Roles and authorization of the user (read-only). 


Home Details

In this section, the user can enter his home details. These details can be used for scheduling survey orders.


To save the made changes click the Save button at the bottom of the page. Use the Reset button to undo all unsaved changes. Prior saved details will not be erased. Click the Cancel button to go back to the previous page without saving any changes.