Field Management

Field Management

Purpose

  1. To explain how to make selected fields required for completion using Field Management in the Training Module. 

Video 


Directions

1. Click on Training>Setup. 

​



2. Click on Field Management.


Click on Field Management.



3. Here we can:
  • Add a new Custom Field Managements. 
  • Edit Existing Field Managements. 
  • Delete Existing Field Managements. 
Lets add a new field management. 






4. When the pop-up opens, select a field. 


When the pop-up opens, select a field.



5. The required checkbox will default to checked. If you do not want the field to be required, un-check the box. When you are done, select Create. 


The required checkbox will default to checked. If you do not want the field to be required, un-check the box. When you are done, select Create.



6. When Managing existing Field Managements, you can delete by selecting the trashcan to the right. 


When Managing existing Field Managements, you can delete by selecting the trashcan to the right.



7. You can also edit by selecting the pencil to the right. 


You can also edit by selecting the pencil to the right.



8. This will open up the same view as if you were creating a new field management. When you have updated the information, click Update. 


This will open up the same view as if you were creating a new field management. When you have updated the information, click Update.

    • Related Articles

    • Field Management - Schedule To

      Heads Up! We are adding a new feature for Field Management! These changes will allow agencies to manage the Schedule To List for scheduling Inspections and reinspection's. Our new feature will be released on February 19, 2024. This article highlights ...

    • Field Management - Overview

      Purpose The purpose of this Knowledge Base Article is to provide an overview of Field Management including the basic management of fields within the First Due platform. Video Instructions 1. Click on Admin. 2. Click on Field Management. 3. Advanced ...

    • Field Management: Contact Types

      Purpose To demonstrate how to manage Preplan Contact Types. Note: This permission needs to be enabled for a user to manage preplan contact types: Pre-Planning - Manage Preplan Contacts Type. Video Instructions 1. Click on Admin. 2. Click on Field ...

    • Field Management - Is Inspectable

      Purpose To demonstrate the settings for "Is Inspectable" in Field Management and how to update to Hide, Read, or Update and the effect the setting have within the First Due System. Video Instructions 1. Click on Admin. 2. Click on Field Management. ...

    • Field Management - Risk Classification

      Purpose The purpose of this Knowledge Base Article is to demonstrate how to modify the "Risk Classification" list for "Risk Assessment." Related Article Risk Assessment - OVAP Scoring Video Instructions 1. Click on Admin. 2. Click on Field ...