Skip to main content

Terminals

Terminals represent physical or logical locations in your operation (depot lanes, workshops, gate positions). Every inspection case is linked to a terminal, and users typically only see cases for terminals they are assigned to.

Terminals list

What you can do

  • Add new terminals with a short code (for example DKCPH01)
  • Edit retention days, default tags/notes, notification emails, and auto-send destinations
  • Assign users so they can view and upload to specific terminals
  • Enable or disable terminals without deleting historical data
  • Delete terminals when they are no longer used (confirm carefully — this affects filtering and assignments)

Common fields

FieldPurpose
Terminal codeUnique identifier shown across Gallery, upload, and send workflows
RetentionHow long pictures are kept before automatic purge (may inherit tenant default)
Tags / NotesDefault metadata applied to new cases at this terminal
Notification emailsAddresses notified on certain events
Auto destinationsEDI destinations that receive pictures automatically after upload

Common workflow

  1. Add terminal — short unique code, retention, optional default tags/notes
  2. Assign users — limit Gallery and upload visibility
  3. Link auto destinations — EDI sends after upload when configured
  4. Disable when a site closes; delete only when you accept losing filter/assignment references

Terminal edit form

Mobile app

Terminals defined here drive what mobile devices can use in the field.

Tenant AdminMobile behaviour
Terminal codesLoaded via /api/v1/mobile/device and /config as terminals[]
Required on uploadEvery /picture upload must include a terminal the device is allowed to use
Default tags / notesApplied server-side on upload for that terminal (from terminal row settings)
User assignmentsUsers only see Gallery cases for terminals assigned to them

Mobile clients do not create terminals — they select from the list your administrators maintain.

Tips

  • Use consistent terminal codes across your organisation — they appear in exports, EDI filenames, and mobile pickers
  • Disable a terminal instead of deleting it when you want to preserve history but stop new uploads
  • Review user assignments whenever staff change roles or sites

See also: Tags, Users, EDI