Assets Setup: Settings

Assets Setup: Settings

Purpose Statement

The purpose of this article is to explain each available settings booleans (toggles) within the Assets module Setup. Enabling a toggle activates the corresponding functionality as defined below, allowing agencies to configure apparatus, equipment, inventory, checklist behavior, and integrations based on operational needs.

Background Information

The Assets module Setup contains system-level configuration toggles that control how apparatus, equipment, inventory, work orders, and checklists function across First Due. These settings are typically managed by administrators during initial system configuration or when operational workflows need adjustment. Changes made here directly impact user experience, data integrity, and automation throughout the Assets module.

Required Permissions

Users must have administrative permissions that allow access to Assets Setup and system configuration. This generally includes Admin or equivalent roles with permission to manage Assets settings.

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Step-by-Step Guide

  1. Click the First Due (FD) logo in the upper left corner.
  2. Select Assets and then Setup.
  3. Settings will be the first page that appears.



Info
All settings appear as booleans (toggles) and may show alternate setting fields dependent upon activation. Save all changes before leaving the Settings page.


Enable Primary/Reserve Toggle (Apparatus)

When enabled, this toggle allows administrators to define an apparatus as either a Primary (frontline) unit or a Reserve unit, providing clearer operational status tracking across the fleet.



Enable Equipment Primary/Reserve Toggle

When enabled, this toggle allows equipment records to be designated as Primary or Reserve, helping agencies distinguish frontline equipment from backup or spare items.



Enable Missed Checks

When enabled, administrators can define the number of days after which incomplete checklists or checklists that were never started will be marked as missed and become inaccessible to users; the timeframe is user-defined in days once the toggle is enabled.



Default Inventory Location

When enabled, all newly entered inventory will automatically be assigned to a selected default location storage unless a different location is specified during inventory entry.



Require Vendor When Receiving Inventory

When enabled, the Vendor field becomes a required selection when receiving inventory, ensuring vendor information is consistently captured for tracking and reporting purposes.



Work Order “Submitted By” Field Defaults to Logged In User

When enabled, the Work Order “Submitted By” field automatically defaults to the currently logged-in user; if a unit user such as an apparatus is logged in, the field may be manually updated to reflect the actual individual submitting the Work Order.



Show New Work Order Modal for Inventory

When enabled, a Work Order modal is triggered when inventory items associated with compartments, storages, or pouches fail during checklist completion, allowing users to immediately create a Work Order; this toggle is enabled by default.



Display Apparatus Secondary ID Field

When enabled, administrators can select a user-defined Apparatus Secondary ID field and optionally enable the display of that Secondary ID field on the Fleet Overview for enhanced apparatus identification.



Once enabled, administrators can select to enable the Display Fleet Overview Secondary ID Field, enabling the visibility of the chosen Secondary ID Field to appear on the Fleet Overview.



Archive Swapover History

When enabled, administrators can define the number of days after which Swap History records automatically transition from Closed to Archived, helping manage long-term swap history visibility and system organization.



Scanner Remove Length Limitations

When enabled, barcode scans with fewer than six characters are allowed, removing character-length restrictions; this setting is always recommended for agencies using the barcode scanning feature.



Display Equipment/Inventory Description

When enabled, equipment and inventory descriptions will appear within overview records, allowing users to quickly view descriptive details without opening individual records. If there is no description entered for an Equipment or piece of Inventory this field will be blank.



Set Timeout Timeframe for Checklists

When enabled, agencies can define the number of minutes after which the last user in an active checklist will be automatically timed out if idle, ensuring checklist availability and preventing unauthorized access.



Allow Multiple Associated Dispatch Units

When enabled, multiple apparatus may share the same associated Dispatch Unit ID



Alert
If duplicate Dispatch Unit IDs exist, and this setting is disabled, the system will display an error indicating multiple units are assigned to the same Dispatch Unit ID.



Enable Samsara Services Integration

Enabling this toggle requires an account upgrade; agencies must contact their Customer Success Manager to activate Samsara Services integration within First Due. If enabled, an API field appears to allow for the entry of an agencies Samsara API number to start the bidirectional flow of fleet communication between First Due and Samsara.



Autogenerate Equipment IDs

When enabled, the system will automatically generate numeric Equipment IDs when equipment is added manually or through the Equipment Import Wizard, with administrators defining the next Equipment ID value up to a maximum of five characters.



Best Practices

Review all settings before saving to avoid unintended workflow changes, configure time-based settings to align with operational schedules, enable barcode length removal when using scanners, and limit Setup access to trained administrative users.

Troubleshooting & FAQs

If settings changes do not apply, confirm that changes were saved before navigating away from Setup; if users cannot see enabled functionality, verify their permissions and refresh the application; for Samsara integration issues, confirm account eligibility with your Customer Success Manager.


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