Managing Preferences and Setting up Custom Field Templates
To manage Preferences and set up Custom Field Templates, use the tab drop-down menu or the blue horizontal menu bar and select Preferences.
Application Preferences
First, select the building from the list on the left. Under Settings, the ability to delete PM Tasks can be turned off, if desired.
Display Preferences
Click the Display Preferences tab to determine the number of rows and which columns will be seen on each of the main list pages (Equipment, Jobs and Tasks). For example, if you have a single building that uses the PM Application, the building column can be unchecked.
Custom Field Templates:
To manage Custom Field Templates, select the tab from the from the Preferences. Custom Field Templates can be added by editing a single piece of Equipment or Job. Bulk Update can be used to add a Custom Template to one or more pieces of Equipment or multiple Jobs at one time. For more information, view the help document on How to View and Manage Equipment and Jobs.
A Custom Field Template for Equipment can be selected when adding a piece of Equipment if there are additional equipment details that need to be recorded beyond the standard fields shown on the Add Equipment page. After selecting a Custom Field Template from the dropdown menu, enter information in any of the text fields or select Yes/No to save the additional information.
Job Custom Templates can be selected from a dropdown when adding a new Job or added using the Bulk Update feature on the Job List page. Job Custom Templates are used to add additional data to PM Tasks when completing the work.
New Custom Field Templates can be added as follows:
Click Add Template at the top of the section for either Equipment or Jobs.
Enter the Template Name (Vacant Suite Check, AC Unit, Chiller Checklist, etc)
Select the applicable Building(s) that will have access to the new template.
Enter a Custom Field name in the box provided and select either Yes/No or Text from the dropdown menu.
Templates can be copied by clicking the gear icon on the right.
Managing a Custom Field Template:
Select a Custom Template from either the Equipment or Job template list on the left.
Template Name or Building association can be updated and new fields can be added, removed or edited as needed.
Change the order of the Custom Fields:
Fields within the template can be moved by clicking on the three lines next to the template field and dragging to a new location.
The Custom Field name or type can be updated by clicking the pencil icon.
Bulk Update can be used to delete multiple fields or copy fields to another Template in the list.
