Field Management - Schedule To

Field Management - Schedule To

Purpose

  1. 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.


Click on Admin.




2. Click on Field Management.


Click on Field Management.




3. Using Advanced Search, locate and select "Schedule To" and then select "Apply."







4. Select Edit in the Actions Column.


Select Edit in the Actions Column.




5. Click on edit for a row to edit.


Click on row




6. Update Description, Number of Days and Type of Day as needed.
  1. Type of day is either Calendar Days or Business Days (Monday through Friday).

Update Description, Number of Days and Type of Day as needed.




7. Click on Add to create a new value for the dropdown list.


Click on Add to create a new value for the dropdown list.




8. Enter the description.


Enter the description.




9. Enter the Number of Days.


Enter the Number of Days.




10. Select Calendar Days or Business Days (Monday through Friday).


Select Calendar Days or Business Days (Monday through Friday.




11. Delete a value from the dropdown list as needed.


Delete a value from the dropdown list as needed.




12. Click on Save when done.


Click on Save when done.


    • Related Articles

    • 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 ...
    • Inventory Management: Navigating the Inventory List

      Purpose The purpose of this article is to explain how to navigate the Inventory List. Related Articles Inventory List: Editing Existing Inventory Inventory Management: Creating New Inventory Items Inventory Management: Receiving Inventory Items ...
    • ITM Field Management

      Purpose: The purpose of this Knowledge Base Article is to demonstrate Field Management options for ITM Reports. Video: Instructions: 1. Click on Admin. 2. Click on Field Management. 3. Click on highlight. 4. Utilizing the Field Name filter type in: ...
    • Training Setup: Field Management

      Videos Purpose Statement The Field Management tool allows administrators to designate specific fields as required during the course or class creation process. This ensures that essential information is always captured, improving data consistency and ...