Manage general settings

Destiny Help Desk users with Administrative Permissions can manage the following settings for the district:

• General
• Requests
• Assets

To manage General Settings:

1. Select Settings > Setup Items > General Settings.
2. On the General sub-tab, do any of the following:

   

   Field	Description
   Allow Sign in Via Google	Select Yes to allow users to log in with Google single sign-on (SSO). Note: Selecting No removes the Log In With Google button. This can be helpful if your district is using SAML or a different SSO.
   District E-mail for Contact Form	Enter the email address that will receive the contact forms from district staff members.
   Email Reply Message	Type a message to display in the body of an auto-generated no-reply email confirming you received the request.
   Include Buttons in Emails	Select Yes for Approve and Decline buttons to appear in emails.
   Sales Tax	Enter a default sales tax rate for all purchase transactions. Note: The default can be changed when entering a purchase transaction.

3. On the Requests sub-tab, do any of the following:

   

   Field	Description
   Allow Completion Date of Request default to last labor entry date on Request	Do one of the following: Select Yes for the completion date of the request to show the last labor date entered (including if a user adds labor when the request is completed or closed). Select No for the completion date to be when the status is updated to Complete.
   Allow Edit of Completion Date in Request	Select Yes to let users with Edit permission change the completion date.
   Custom Note for Asset Field on Request Form	If you want text displayed under the Asset field on the request form, add the note in this field.
   Labor Rows on Print Request Form	Enter the number of rows you want displayed on the Print Request form.
   Request IDs based on Fiscal Year	Select Yes to reformat your Request ID numbers based on the fiscal year.
   Urgent Priority Message	Type a custom message to display when a user selects Urgent for a request.

4. On the Assets sub-tab, do any of the following:

   

   Field	Description
   Show EFR Subtype	Enables the Subtype field to appear on assets which have specific asset types that can be linked to a more granular sub-type.
   Use EFR Standard Fields	Enables Standard Field features which apply additional fields and information to your asset types.
   Asset Display Name	Select one of the following options: Asset Name(Asset Type): Displays the existing asset name and type. Client Name: Displays a custom client name. Client Name(Asset Type): Displays a custom client name and the asset type selected.

5. Click Save.