The purpose of this Knowledge Base Article is to demonstrate how to update the Schedule To dropdown list when Scheduling an Inspection or Reinspection.
Video
Instructions
Default Dropdown Schedule To list:
1. Click on Admin.
2. Click on Field Management.
3. Using Advanced Search, locate and select "Schedule To" and then select "Apply."
4. Select Edit in the Actions Column.
5. Click on edit for a row to edit.
6. Update Description, Number of Days and Type of Day as needed.
Type of day is either Calendar Days or Business Days (Monday through Friday).
7. Click on Add to create a new value for the dropdown list.
8. Enter the description.
9. Enter the Number of Days.
10. Select Calendar Days or Business Days (Monday through Friday).
11. Delete a value from the dropdown list as needed.
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 ...
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 ...
Purpose 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. 3. Here we can: Add a new Custom Field Managements. Edit ...
Purpose The purpose of this article is to demonstrate how to create Custom Views for the Global Restock page in Inventory Management. Related Articles Video Instruction 1. Select Inventory Management within the Assets module... Global Restock is the ...
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. ...