ITM Field Management

ITM Field Management


Purpose Statement

This article demonstrates how to configure and manage custom field options for ITM Reports through Field Management. This functionality allows administrators to customize dropdown options that Service Providers see in the Business Portal, ensuring standardized data collection that meets your jurisdiction's specific requirements.

Background

Field Management provides administrators with the ability to customize field options available to Service Providers when submitting ITM Reports through the Business Portal. By managing these custom fields, you can standardize terminology, ensure compliance with local codes, and maintain data consistency across all ITM submissions. Common customizable fields include Type of System and Type of Service, which directly impact how Service Providers categorize their inspection and maintenance activities. This feature is particularly valuable for jurisdictions with specific terminology requirements or unique system classifications that differ from standard options.

Required Permissions

To complete this process, users must have:
  1. Admin Module access permissions
  2. Field Management administrative privileges
  3. ITM configuration permissions
  4. System customization rights

Video


Step-by-Step Guide



1. Click on Admin.


Click on Admin



2. Select Field Management from the administrative options.


Click on Field Management



3. Locate the Field Name filter.



Click on highlight



4. Enter "Type of System" and "Type of Service" in the filter.






5. Click on Apply to filter the list down to the selected Field Names.


Click on Apply to filter the list down to the selected Field Names.



6. Click on pencil icon to edit the Field Names.


Click on pencil icon to edit the Field Names



7. Click on "Add" to create custom field options for Type of Service.






8. Click on edit pencil for Type of System Field.


Click on edit pencil for Type of System Field.



9. We are able to Add new types of Systems as well as edit or delete existing options.


We are able to Add new types of Systems as well as edit or delete existing options.



Best Practices

  1. Coordinate with fire prevention staff before implementing changes
  2. Consider the impact on existing ITM reports when modifying field options
  3. Test new configurations with a small group of Service Providers first
  4. Maintain consistency with local codes and jurisdictional requirements
  5. Document all changes for future reference

Frequently Asked Questions:

Q: Will changing field options affect existing ITM reports?
A: Existing reports retain their original field values, but new reports will use the updated options

Q: Can I restore deleted field options?
A: Contact First Due support before deleting options with existing data, as restoration may require technical assistance

Q: How many custom field options can I create?
A: There is no strict limit, but consider usability when creating extensive dropdown lists
Troubleshooting
  1. Field options not appearing: Verify user has proper administrative permissions
  2. Changes not visible to Service Providers: Check that modifications were saved and published

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