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Event Types and Checklists

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    Contents
  1. Overview
  2. Adding a new Event Type
    1. 2.1 Basic Details
    2. 2.2 Proof Test Integration
    3. 2.3 Event Attributes
  3. Event Form (Checklist)
    1. 3.1 Overview
    2. 3.2 Sections
    3. 3.3 Criteria
    4. 3.4 Criteria Data Types
    5. 3.5 Observations
  4. Linking Asset Types

Overview

Event Types in Field ID are where you will enter your checklists or forms that you current perform on paper. Each Event Type will be a separate action that will be performed on your events. For example, Facility Audit, Preventative Maintenance, Visual Inspection are all Event Types. This will describe how to setup custom Event Types and enter your existing checklists.

Adding a new Event Type

To add a new Event Type into your Field ID account go to Setup > Assets & Events > Event Types and click Add in the right corner.

Basic Details

  • Name - this is the name of your event type. Typically it's the same name that appears on your existing form
  • Group - select the Event Type Group that you would like to place this Event Type in
  • Printable - this indicates if by default you would like a PDF Report printable
  • Master Event - check this only if you are using Systems and Components
  • Assigned To Can Be Updated - if you have Assigned To enabled and would like to have the ability to change the assignment during this event


Proof Test Information

If you have enabled Proof Test Integration you will see a section called Supported Proof Test Type. If you have one of the test beds listed and would like to enable Proof Test integration for this event type select On for the appropriate Test Bed. If your Test Bed is not listed select Other.

Event Attributes

Event Attributes are very rarely used and should only be used by the suggestion of Field ID Support. Event Attributes do not appear on printed PDF reports.

Click Save and Add Event Form

Event Form (Checklist)

NOTE: When building your checklist you should frequently click "Save now and Continue" to save your form and continue working.


Overview

The Event Form is the checklist that will be followed when performing the event. The Event Form consists of sections containing individual criteria which will be graded. Observations are specific recommendations or deficiencies recorded against criteria.


Sections

When you first come into the Event Form builder you will be asked to put in a section name. The section is usually a heading that will contain a group of similar checklist items.


Examples of Sections may be Drivers Cab, General Appearance, Fire Safety or Front Office Areas. Simply type the name of our first section and click Add (or hit Enter). You will now be moved into the second column which is the Criteria.


Criteria

Criteria are the specific checklist items that you would like to record information about.



Examples or criteria may be "Do emergency exits have a lighted sign?", "Broken wires or strands?", "Ladders in good condition". Type the name of your first criteria in the box. You will then select the Data Type from the drop down (see below for explanation of Data Types).



Once you select the Data Type click Add (or hit Enter)


Criteria Data Types

Each criteria can have a different type of control to record your findings.
  • One-Click Button - our most popular control which will allow you to visual cycle through various states by clicking the icon. To see how to customize One-Click Buttons go to Button Groups
  • Text Field - this will provide a simple input box to type in a free form value
  • Select Box - a predefined list of options to select from
  • Combo Box - a predefined list of options that can be overridden with a custom value
  • Unit of Measure - standardizes all measurements recorded in your account
  • Signature - a control to capture signatures
  • Date Field - record the date and optionally time using a calendar

  • Numeric data types - allows the user to specify a value in a specific field that requires a number.  When selecting numeric data, you may specify the amount of decimal places that are required.  This is helpful for events that require temperature entries or PSI’s. 

    To create a numeric data type to be added to an event go to Setup > Assets & Events > Event Types > Select an existing event > Edit > Event Form Tab

    You may create a new section or edit an existing one, once a criteria has been selected, you may enter the name of the criteria, and then select Number Field. 

    Once this has been added, you may enter the decimal places that are required. 

Observations

By default each criteria that is entered will have two free form text area's - one for recommendation and one for deficiency to to enter in more information.


You do have the option of enter Pre-Configured values that the user performing the event will be able to select from. To setup Pre-Configured Observations enter the text in the entry box and click Add.

 

Linking Asset Types

After you have created and saved your Event Type you will then have the option of linking it with existing Asset Types. To do this click on the Asset Type Associations tab. The idea is that you can use the same Event Type across multiple Asset Types. For example, a Repair may be associated with every Asset Type in your account where as a Facility Audit will only be associated with the Facility asset type.


Simply select the appropriate Asset Types and click Save.



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