The Settings page in Fabritec allows administrators and authorized users to configure global application settings across quality control, notifications, project creation, shipping yard workflows, production updates, scheduling, and CRM.Use this page to define the operating rules and defaults your teams follow. These settings help standardize data entry, support inspection follow-ups, control the production-to-shipping handoff, and keep scheduling and enquiry creation consistent.The page is organized into two tabs:| Tab | What You Can Configure |
|---|
| General | Quality control reminders, notification retention, erection defaults, shipping yard confirmation, default labour presets, daily labour production-hour limits, and scheduling defaults |
| CRM | Default values for new enquiries and whether tonnage is displayed throughout the CRM module |
The page is titled Settings, with the subtitle Global Application Settings.The Settings menu also contains Company Profile, Preferences, License info, Integrations, Currencies, Numbering, and Scopes of work.Select General or CRM to open the relevant group of settings.
Who Should Manage These Settings?#
These settings are intended for the Tenant Owner, System Admin, or other users with the required permissions.Before changing a setting, review its effect with the team responsible for the related workflow. For example, coordinate shipping yard confirmation requirements with production and logistics, and review production-hour limits with the people responsible for recording production.Important: These are global application settings, but each setting has a specific scope. Some control operational behavior, while others define defaults for new projects or enquiries. The default labour preset described below is saved in the browser.
General#
The General tab contains settings for operational workflows, production recording, and scheduling.Enable Quality Control Reminder#
The Enable Quality Control Reminder setting controls whether Fabritec sends reminders related to quality control inspection requests.Use this setting to support inspection follow-ups when delayed responses may affect production progress.How It Works#
ON: Quality control reminders are enabled.OFF: Quality control reminders are disabled.The section describes reminder timing in terms of how many hours before the inspection request the reminder should be sent.Open the General tab and locate Enable Quality Control Reminder.Use the toggle beside the setting to enable or disable reminders.When to Enable This Setting#
Enable reminders when multiple production stages require inspection, the QC team handles a high volume of inspection requests, or delayed inspection responses regularly interrupt production.The goal is to help the responsible users follow up on inspection-related actions on time.
Notification Retention Period#
The Notification Retention Period setting defines how long notifications remain available in Fabritec before they are automatically deleted.Use it to keep the notification center focused on a suitable period of recent activity.Available Options#
The retention periods described for this setting include:| Retention Period | Review Window |
|---|
| 30 days | A shorter notification history for teams focused on recent activity |
| 60 days | A longer notification history for operational follow-up |
| 90 days | An extended notification history for teams that need to review older activity |
In the General tab, locate Notification Retention Period.Open the dropdown and select the required retention period.How Automatic Cleanup Works#
Fabritec automatically deletes notifications older than the selected retention period every day at midnight.For example, when the retention period is 30 days, notifications older than 30 days are removed during the scheduled cleanup.Important: Review the effect before shortening the retention period. Notifications that fall outside the newly selected period will be removed during scheduled cleanup.
Choosing a Retention Period#
Choose a period that matches how frequently your teams review notifications and how far back they need to follow up on system activity.A shorter period keeps the notification history more focused. A longer period gives users more time to review earlier notifications.
Include Erection by Default for Projects#
The Include erection by default for projects setting controls whether erection is automatically included when creating new projects.Use this setting when site erection or installation is commonly part of your project scope.How It Works#
ON: Erection is automatically included in new projects.OFF: Erection is not included automatically and must be considered separately when needed.In the General tab, locate Include erection by default for projects.Use the toggle to enable or disable the default.When to Enable This Setting#
Enable it when your company commonly manages fabrication and erection, site assembly, or project delivery that continues through installation.Keep it disabled when most projects are fabrication-only or supply-only, or when erection is not normally tracked in Fabritec.Important: This setting defines the default for new projects. Review the erection requirement as part of each new project's setup.
Require Confirmation for Entering Shipping Yard#
The Require confirmation for entering shipping yard setting controls whether items require confirmation before entering the shipping yard.It adds a verification step to the handoff between production completion and shipping readiness.How It Works#
ON: Items must be confirmed before entering the shipping yard.OFF: An additional shipping yard entry confirmation is not required.In the General tab, locate Require confirmation for entering shipping yard.Use the toggle to enable or disable the requirement.Why This Setting Matters#
A confirmation requirement helps teams verify that items are ready before recording their entry into the shipping yard.This supports clearer responsibility between production and logistics, more accurate yard quantities, and better dispatch planning.When to Enable This Setting#
Enable it when your process requires physical verification, production and shipping are managed by separate teams, or yard quantities must be checked before the shipping team relies on them.This setting concerns entry into the shipping yard. Keep that step distinct from confirming shipment departure or delivery.
Show Default Labours for Production Updates#
The Show default labours for production updates setting controls whether an optional, browser-saved labour preset is shown on Production and Project Tracking.A labour preset is a saved selection of workers that can be used as a fallback when recording production.How It Works#
ON: The optional browser-saved labour preset is shown on Production and Project Tracking.OFF: The optional preset is not shown.The preset is used only when no shift or workstation suggestion is available.| Situation | How the Preset Is Used |
|---|
| A shift or workstation suggestion is available | The browser-saved preset is not used as the fallback |
| No shift or workstation suggestion is available | The browser-saved preset can be used |
| The setting is disabled | The optional preset is not shown |
In the General tab, locate Show default labours for production updates.Use the toggle to enable or disable the preset's visibility.Important Behavior#
The preset is optional and saved in the browser. It should not be treated as a company-wide assignment of the same workers to every production activity.It also does not filter the grid. The preset is for production-update labour selection, not for narrowing the items displayed in the table.When to Use This Setting#
Enable it when users need a convenient fallback selection for repeated production updates and shift or workstation suggestions are not always available.Before submitting a production update, review the selected workers and confirm that they match the people who performed the work.Remember: The preset is a fallback. It is not used in place of an available shift or workstation suggestion, and it does not change the grid's filters.
Maximum Labour Production Hours per Day#
The Maximum labour production hours per day setting defines the enforced daily production-hour limit for each worker.Fabritec rejects production entries that would cause a worker to exceed this limit.Field and Validation Rules#
| Field or Rule | Description |
|---|
| Maximum hours | The maximum production hours that may be recorded for each worker in one production day |
| Allowed range | 8 to 24 hours |
| Default value | 12 hours |
| Time basis | The production day is evaluated using the company time zone |
| Exceeding the limit | Production entries that would exceed the limit are rejected |
| Override during production entry | The limit cannot be overridden during production entry |
1.
Open the General tab and locate Maximum labour production hours per day.
2.
Enter the required value in Maximum hours.
3.
Check that the value is between 8 and 24 hours.
How the Daily Limit Works#
This is a daily limit for each worker, not a separate allowance for every production entry.For example, assume that Maximum hours is set to 12.A worker already has 10 production hours recorded for the same production day. An additional entry would add 3 hours, bringing the total to 13 hours.Fabritec rejects that entry because it would exceed the worker's 12-hour daily limit.What to Review When an Entry Is Rejected#
Check the selected worker, production date, recorded duration, and production hours already entered for that day.Correct inaccurate entries where necessary. Do not change an accurate production date or duration simply to bypass the limit.Important: The limit follows the production day in the company time zone and cannot be overridden while recording production.
Scheduling Setup#
The Scheduling Setup section defines the default office and production calendars and the first day displayed in scheduling screens.These settings establish the calendar references used for company and shop scheduling defaults.Available Fields#
| Field | Purpose |
|---|
| Company default (office) | Selects the default calendar for office scheduling |
| Shop default (production) | Selects the default calendar for production or shop scheduling |
| First Day of Week | Selects the first day shown in scheduling screens |
The section describes these calendars as scheduling fallbacks: default calendar references for the relevant scheduling context.1.
In Company default (office), select the appropriate office calendar.
2.
In Shop default (production), select the appropriate production calendar.
3.
In First Day of Week, select the day that should appear first in scheduling screens.
Example#
The supplied example configuration uses:| Field | Example Selection |
|---|
| Company default (office) | New Calender |
| Shop default (production) | Main |
| First Day of Week | Sunday |
Use the appropriate calendars available in your account rather than copying these example selections without review.Important Distinction#
First Day of Week controls the first day displayed in scheduling screens.Select the office and production calendars separately using their corresponding fields. Do not confuse the displayed start of the week with the selection of the calendar used for scheduling.
CRM#
The CRM tab contains settings for new enquiry defaults and tonnage visibility.It includes two sections:| Section | Purpose |
|---|
| CRM defaults | Defines the default measurement unit and open status used when a new enquiry is created |
| Tonnage visibility | Controls whether derived tonnage is displayed throughout CRM |
CRM Defaults#
The CRM defaults section defines the starting values used when a new enquiry is created.Use these settings to keep enquiry creation consistent across the sales team.Available Fields#
| Field | Description | Example Shown |
|---|
| Default Measurement Unit | The measurement unit used by default when creating a new enquiry | Ton (Metric) (T) |
| Default open status | The open status used by default when creating a new enquiry | New |
Default Measurement Unit#
Choose the measurement unit that should be used by default for new enquiries.For example, selecting Ton (Metric) (T) establishes metric tons as the default measurement unit for enquiry creation.This field describes the default for new CRM enquiries.Default Open Status#
Choose the open status that should be used when a new enquiry is created.For example, selecting New gives newly created enquiries that initial open status.Select a status that matches how your sales team begins enquiry follow-up.1.
Open Settings → Settings → CRM.
2.
In CRM defaults, select the required Default Measurement Unit.
3.
Select the required Default open status.
4.
Click Save settings within the CRM defaults section.
Expected Result#
When a new enquiry is created, Fabritec uses the configured measurement unit and open status as its defaults.Important: These settings are described as defaults for new enquiry creation. Review them with the sales team before changing the starting values used in their workflow.
Tonnage Visibility#
The Tonnage visibility section controls whether derived tonnage is shown throughout the CRM module.Use the Show tonnage in CRM toggle to show or hide these values.How It Works#
ON: Derived tonnage is displayed throughout CRM.OFF: Tonnage is hidden from display in CRM.Turning this setting off only hides tonnage. Existing values continue to be calculated and retained.1.
In the CRM tab, locate Tonnage visibility.
2.
Turn Show tonnage in CRM on or off.
3.
Click Save settings within the Tonnage visibility section.
When to Enable This Setting#
Keep tonnage visible when the sales team uses it to review enquiries and discuss the volume of work.Hide it when the team does not need tonnage displayed in its CRM workflow.Important Distinction: Visibility and Calculation#
Hiding tonnage does not delete the existing values or stop their calculation.For example, a company can hide tonnage from the CRM interface while the existing tonnage values continue to be calculated and retained.Remember: Show tonnage in CRM controls display. Turning it off is not a data-deletion action.
Saving CRM Settings#
The CRM defaults and Tonnage visibility sections each have their own Save settings button.After editing a section, click the button within that section.When changing both enquiry defaults and tonnage visibility, save each section separately.
Important Notes#
Review Each Setting's Scope#
Although these settings are managed centrally, they do not all affect the same records or workflows.Include erection by default for projects concerns new projects. CRM defaults concerns new enquiries. Maximum labour production hours per day is an enforced production-entry rule. Show tonnage in CRM controls visibility.Keep Global Settings and Browser-Saved Presets Distinct#
The setting that shows default labours is managed on this page, but the labour preset itself is browser-saved.It is used only when no shift or workstation suggestion is available and does not filter the production grid.Consider the Effect on Existing Work#
Shortening notification retention affects which older notifications remain available after scheduled cleanup.Changing the maximum production-hour limit changes the rule against which production entries are checked.Review these consequences before making changes that affect an active team's work.Do Not Treat Example Values as Required Defaults#
Calendar names, CRM selections, and toggle states shown in examples illustrate a configuration.Choose values that match your organization's workflows. The daily production-hour limit has an explicitly documented default of 12 hours.
Best Practices#
Configure these settings during initial setup, then review them when the related workflows change.Keep inspection reminders aligned with the QC team's follow-up process. Choose a notification retention period that matches how far back users need to review activity.Enable erection by default only when it is normally part of new project scope. Require shipping yard confirmation when the production-to-logistics handoff needs a verification step.Treat default labours as a convenience for production recording, not as a substitute for checking who performed the work. Review daily production-hour limits with the people responsible for recording and checking production.Keep office and production calendar selections aligned with the relevant scheduling processes. Review enquiry defaults and tonnage visibility with the CRM users who rely on them.Inform affected teams before changing global rules or defaults.
Practical Example#
A fabrication company wants consistent enquiry creation, stronger inspection follow-up, a verified shipping yard handoff, and a clear daily limit on recorded labour production hours.The administrator selects the following illustrative configuration:| Area | Setting | Example Value |
|---|
| General | Enable Quality Control Reminder | ON |
| General | Notification Retention Period | 30 days |
| General | Include erection by default for projects | OFF |
| General | Require confirmation for entering shipping yard | ON |
| General | Show default labours for production updates | ON |
| General | Maximum hours | 12 |
| Scheduling Setup | Company default (office) | The company's office calendar |
| Scheduling Setup | Shop default (production) | The company's production calendar |
| Scheduling Setup | First Day of Week | Sunday |
| CRM defaults | Default Measurement Unit | Ton (Metric) (T) |
| CRM defaults | Default open status | New |
| Tonnage visibility | Show tonnage in CRM | ON |
With this configuration, quality control reminders are enabled, and notifications older than 30 days are removed during the daily midnight cleanup.New projects do not automatically include erection. Items require confirmation before entering the shipping yard.The optional browser-saved labour preset is shown on Production and Project Tracking and is used only when no shift or workstation suggestion is available. Production entries that would take an individual worker above 12 hours in the same production day are rejected.Scheduling uses the selected office and production defaults, with Sunday displayed as the first day of the week.New enquiries use Ton (Metric) (T) and New as their defaults, and derived tonnage remains visible in CRM.
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Modified at 2026-09-16 07:48:16
