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Fire Investigation Setup - Custom Field Management

Purpose Statement

The Custom Field Management feature allows administrators to customize existing Fire Investigation fields to better align with agency-specific reporting requirements. Administrators can update field labels, require fields, customize dropdown values, and manage available options without modifying the underlying report structure.

Background Information

Custom Field Management provides flexibility for agencies to tailor Fire Investigation documentation while maintaining standardized workflows. Administrators can customize supported fields, manage dropdown values, and control which options are available to users completing investigation reports.

Some customizable fields include a Values tab, allowing administrators to manage predefined dropdown options, including activating, deactivating, reordering, and deleting values.

Required Permissions

Users typically need:

  • Fire Investigation Access
  • Investigation Setup
  • Field Management
  • Manage Custom Fields

Permissions may vary depending on agency configuration.

Video

Step-by-Step Guide


1. Navigate to Investigation Setup

  1. Navigate to Fire Investigations.
  2. Select Investigation Setup.

 











2. Open Field Management

  1. Select the Field Management section.

 














3. Create a New Custom Field Configuration

  1. Under Custom Fields, select + Add.

 

4. Select a Field to Customize

  1. From the Field Settings tab, open the Field Name dropdown.
  2. Select a field to customize by:
    • Scrolling through the available list, or
    • Using the search bar to locate a field.
  3. Note: Fields that already have customization applied will not appear in the dropdown. To modify an existing customized field, select the Pencil icon from the Custom Fields list.

 















5. Update Field Settings

  1. Update the Label to change the field's display name.
  2. Select Is Required if users must complete the field when documenting an Investigation.

 













6. Customize Dropdown Values (If Available)

  1. If the selected field includes a Values tab, select it to manage dropdown options.
  2. Within the Values tab, you can:
    • Reorder values using the drag handle (six dots).
    • Edit the Code.
    • Edit the Description.
    • Set values as Active or Inactive.
    • Delete values using the Trashcan icon.

 
















7. Add New Dropdown Values

  1. Select +Add.
  2. Enter the required value information.
  3. Repeat as needed to create additional options.

 















8. Perform Bulk Value Management

  1. Select one or more values using the checkboxes.
  2. Perform bulk actions to:
    • Activate
    • Deactivate
    • Delete

 















9. Confirm Value Deletion

  1. When deleting values, a confirmation dialog appears.
  2. Select Delete to complete the action.

 














10. Save Changes

  1. After updating the field settings and values, select Save.

 















11. Manage Existing Custom Fields

  1. Review the list of configured Custom Fields.
  2. From the Actions column:
    • Select the Pencil icon to edit a custom field.
    • Select the Trashcan icon to delete a custom field.
  3. To delete multiple custom fields:
    • Select the desired checkboxes.
    • Select the Delete button.

 












12. Confirm Custom Field Deletion

  1. When deleting one or more Custom Fields, a confirmation dialog appears.
  2. Select Delete to permanently remove the selected custom field configuration.



















 

Best Practices

  • Use meaningful field labels that are easily understood by investigators.
  • Only mark fields as Required when the information is essential.
  • Keep dropdown lists concise and standardized to improve reporting consistency.
  • Deactivate outdated values instead of deleting them when appropriate to preserve historical reporting consistency.
  • Periodically review custom fields and values to ensure they remain relevant to agency operations.
  • Use bulk actions when managing multiple dropdown values or custom fields to save time.

Troubleshooting & FAQs

Why can't I find a field in the Field Name dropdown?
Fields that have already been customized no longer appear in the dropdown. Use the Pencil icon from the Custom Fields list to edit an existing customization.

Why doesn't my field have a Values tab?
Only fields that use predefined dropdown options support the Values tab.

Can I change the order of dropdown options?
Yes. Use the drag handle (six dots) to reorder values.

Can I manage multiple values at once?
Yes. Select the checkboxes next to the desired values and use the available bulk actions to activate, deactivate, or delete them.

What happens when I delete a Custom Field?
A confirmation dialog appears before the field is deleted. Once confirmed, the custom field configuration is permanently removed.