Purpose Statement

This article explains how to configure and manage custom field options for ITM Reports using Field Management. Field Management allows administrators to customize options available to Service Providers in the Business Portal, helping jurisdictions standardize ITM data based on their reporting requirements.

Background Information

Field Management allows administrators to customize certain field options that Service Providers use when submitting ITM Reports through the Business Portal.

For ITM Reports, administrators can manage options such as Type of System and Type of Service. Customizing these options can help:

• Standardize terminology across ITM submissions.
• Align available selections with jurisdiction-specific requirements.
• Improve consistency in data submitted by Service Providers.
• Provide system and service classifications appropriate for the jurisdiction.

Changes to these fields should be carefully considered to ensure the available options remain clear and consistent for Service Providers.

Required Permissions

Users must have the appropriate administrative access to manage fields within Field Management.

Note: Confirm that the user's role provides access to Admin > Field Management before beginning this process.

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Step-by-Step Guide

1. Navigate to Admin

Click Admin and then Field Management

2. Locate the Field Name Filter

Locate the Field Name filter within Field Management.

3. Select the ITM Fields

Using the Field Name filter, locate and select the following fields:

• Type of System
• Type of Service

4. Edit a Field

Locate the field you want to modify and click the pencil icon to edit it.

5. Add a Type of Service Option

When editing Type of Service, click Add to create a new custom field option.

List Items that have been used will not be able to be deleted.

Enter the appropriate information for the new option and save your changes.

6. Manage Type of System Options

From the Type of System field, you can manage the available options by:

• Adding new system types.
• Editing existing system types.
• Deleting existing system types that have not been tied to historical data.

Best Practices

• Coordinate with the appropriate fire prevention or administrative staff before changing ITM field options.
• Use clear and consistent terminology that Service Providers will recognize.
• Consider how changes may affect future ITM Report submissions.
• Avoid creating duplicate or nearly identical options.
• Review existing options before deleting or replacing them.
• Keep field options aligned with your jurisdiction's reporting requirements.
• Document significant configuration changes for future reference.

Troubleshooting & FAQs

Why are the ITM fields not available in Field Management?

Verify that you have the appropriate administrative access and that you are navigating to Admin > Field Management. If you cannot access Field Management, contact an administrator to review your permissions.

Why are my changes not visible to Service Providers?

Confirm that the changes were successfully saved. If the updated options are still unavailable in the Business Portal, contact First Due Support for assistance.

Will changing a field option update existing ITM Reports?

This article only documents how to manage the available field options. The effect of modifying an option on previously submitted ITM Reports should be confirmed before making significant changes.

Can I restore a field option after deleting it?

The available information does not confirm whether deleted field options can be restored. Review options carefully before deleting them and contact First Due Support if a deleted option needs to be recovered.

Is there a limit to the number of custom field options I can create?

A specific limit is not provided in the available information. Keep dropdown lists concise and manageable so Service Providers can easily locate the correct option.