> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fentufsm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# System Settings

> Configuring global system preferences and options

<img src="https://mintcdn.com/fentu/hwQj1zN52k4D8yBe/images/fentu-fsm/administration/settings.png?fit=max&auto=format&n=hwQj1zN52k4D8yBe&q=85&s=17f94dbe982ba164399720ae6e93c705" alt="System Settings View" width="1280" height="720" data-path="images/fentu-fsm/administration/settings.png" />

## Overview

System Settings control global configurations that affect how Fentu FSM operates. These settings define default behaviors, formats, and options used throughout the application.

<Note>
  Changes to system settings affect all users. Test changes carefully and communicate modifications to your team.
</Note>

## When to Configure Settings

Access settings to:

* **Initial Setup** - Configure system for your organization
* **Customization** - Adjust behaviors to match your processes
* **Regional Settings** - Set date formats, currencies, time zones
* **Notification Rules** - Configure system alerts
* **Default Values** - Set organization-wide defaults

***

## Setting Categories

### General Settings

| Setting               | Description                           |
| --------------------- | ------------------------------------- |
| **Company Name**      | Organization name displayed in system |
| **Company Logo**      | Logo shown in headers and reports     |
| **Default Language**  | System language                       |
| **Default Time Zone** | Base time zone for scheduling         |
| **Date Format**       | How dates are displayed               |
| **Currency**          | Default currency for pricing          |

### Work Order Settings

| Setting                   | Description                        |
| ------------------------- | ---------------------------------- |
| **ID Format**             | Work order numbering pattern       |
| **Default Priority**      | Priority for new work orders       |
| **Default Duration**      | Estimated time for new work orders |
| **Auto-Assignment Rules** | How work is automatically assigned |
| **Status Workflow**       | Available status transitions       |

### Scheduling Settings

| Setting                     | Description                       |
| --------------------------- | --------------------------------- |
| **Business Hours**          | Standard operating hours          |
| **Holiday Calendar**        | Non-working days                  |
| **Scheduling Window**       | How far ahead to schedule         |
| **Buffer Time**             | Default time between appointments |
| **Travel Time Calculation** | How travel time is estimated      |

### Notification Settings

| Setting                 | Description                     |
| ----------------------- | ------------------------------- |
| **Email Notifications** | When to send emails             |
| **SMS Notifications**   | When to send text messages      |
| **In-App Alerts**       | System notification preferences |
| **Reminder Timing**     | When to send reminders          |

***

## Configuring Settings

<Steps>
  <Step title="Navigate to Settings">
    Go to Administration > Settings
  </Step>

  <Step title="Select Category">
    Choose the settings category to configure
  </Step>

  <Step title="Review Current Values">
    See existing configuration
  </Step>

  <Step title="Make Changes">
    Update settings as needed
  </Step>

  <Step title="Save Changes">
    Apply the new configuration
  </Step>
</Steps>

### Important Considerations

Before changing settings:

* **Understand Impact** - Know what the setting affects
* **Test When Possible** - Try in a test environment first
* **Communicate Changes** - Inform affected users
* **Document Changes** - Record what was changed and why

<Warning>
  Some settings require system restart or cache clear to take effect. Check documentation for specific settings.
</Warning>

***

## Common Configurations

### Work Order ID Format

Define how work order numbers are generated:

| Pattern                      | Example        | Description                |
| ---------------------------- | -------------- | -------------------------- |
| `WO-{YEAR}-{SEQ}`            | WO-2024-001    | Year and sequential number |
| `{BRANCH}-{SEQ}`             | NORTH-00123    | Branch prefix              |
| `{TYPE}-{YEAR}{MONTH}-{SEQ}` | SVC-202401-042 | Type, year-month, sequence |

### Date Formats

| Format        | Example     |
| ------------- | ----------- |
| `MM/DD/YYYY`  | 01/27/2024  |
| `DD/MM/YYYY`  | 27/01/2024  |
| `YYYY-MM-DD`  | 2024-01-27  |
| `DD-MMM-YYYY` | 27-Jan-2024 |

### Business Hours

Configure for each day of the week:

* Start time
* End time
* Lunch break (if applicable)
* Or mark as non-working day

<Info>
  Business hours affect scheduling suggestions. The system won't suggest appointments outside configured hours.
</Info>

***

## Security Settings

### Password Policy

| Setting            | Recommendation                       |
| ------------------ | ------------------------------------ |
| **Minimum Length** | 8+ characters                        |
| **Complexity**     | Require mixed case, numbers, symbols |
| **Expiration**     | 90 days                              |
| **History**        | Prevent reusing last 5 passwords     |
| **Lockout**        | Lock after 5 failed attempts         |

### Session Settings

| Setting                 | Description                  |
| ----------------------- | ---------------------------- |
| **Session Timeout**     | Auto-logout after inactivity |
| **Concurrent Sessions** | Allow multiple logins        |
| **Remember Me**         | Enable persistent login      |
| **IP Restrictions**     | Limit access by IP address   |

### Audit Settings

| Setting              | Description                 |
| -------------------- | --------------------------- |
| **Login Logging**    | Track all login attempts    |
| **Change Logging**   | Record data modifications   |
| **Export Logging**   | Log data exports            |
| **Retention Period** | How long to keep audit logs |

***

## Best Practices

<AccordionGroup>
  <Accordion title="Document Defaults" icon="file-alt">
    Keep a record of all settings and why they're configured that way. Helps with troubleshooting and onboarding.
  </Accordion>

  <Accordion title="Test Before Production" icon="vial">
    When possible, test setting changes in a non-production environment before applying to live system.
  </Accordion>

  <Accordion title="Communicate Changes" icon="bullhorn">
    Notify users before making changes that affect their workflow. Provide training if needed.
  </Accordion>

  <Accordion title="Regular Review" icon="sync">
    Periodically review settings to ensure they still align with business needs.
  </Accordion>

  <Accordion title="Secure Configuration" icon="lock">
    Use strong security settings. Don't weaken security for convenience.
  </Accordion>

  <Accordion title="Backup Before Changes" icon="save">
    Keep a record of current settings before making changes so you can revert if needed.
  </Accordion>
</AccordionGroup>

***

## Common Questions

<AccordionGroup>
  <Accordion title="Who can change system settings?" icon="question">
    Only users with Administrator profile or specific settings permissions can modify system settings.
  </Accordion>

  <Accordion title="When do setting changes take effect?" icon="question">
    Most changes take effect immediately. Some may require logout/login or cache clear. Check documentation for specific settings.
  </Accordion>

  <Accordion title="Can settings be different for different branches?" icon="question">
    Some settings are global, others can be configured per branch. Check each setting's scope.
  </Accordion>

  <Accordion title="How do I reset to defaults?" icon="question">
    Default values are shown for each setting. Manually change back to defaults, or contact support for system-wide reset.
  </Accordion>

  <Accordion title="Are settings backed up?" icon="question">
    Settings are included in system backups. You can also export settings for safekeeping.
  </Accordion>

  <Accordion title="Can I see who changed a setting?" icon="question">
    If audit logging is enabled, setting changes are tracked with user, timestamp, and previous value.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="User Management" icon="users" href="/administration/users/user-management">
    User account settings
  </Card>

  <Card title="Integrations" icon="plug" href="/administration/settings/integrations">
    Third-party connections
  </Card>

  <Card title="Profiles" icon="shield-alt" href="/administration/users/profiles-roles">
    Permission configuration
  </Card>

  <Card title="Branch" icon="building" href="/work-orders/branch">
    Branch-specific settings
  </Card>
</CardGroup>