Field Management
Field Management - Business Phone
Purpose The purpose of this Knowledge Base Article is to demonstrate validation and requirements for the Business Phone number in an Occupancy Record. Video Instructions 1. Navigate to the Admin Module and then Field Management. 2. Filter the list by ...
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 ...
Field Management - Manage Payment Types
Purpose The purpose of this Knowledge Base Article is to demonstrate how to manage payment types using Field Management. Video Instructions 1. Click on Admin. 2. Click on Field Management. 3. Type "payment." 4. In field Name, enter "Payment" and ...
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 - Schedule To
Purpose 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 ...
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: 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: Inspection District and Inspection Zone
Purpose To demonstrate how to create and edit Inspection Districts and Zone. Video Instructions 1. Click on Admin. 2. Click on Field Management. 3. In Advanced Search "Field Name" field, type "Inspection" and select Inspection District or Inspection ...