Custom Fields

ALERT SETTINGS

The main purpose of this feature is to remind the user of the actions that need to be done on the platform. 

On the ‘Setup’ feature, go to ALERTS - ALERT SETTINGS. 

On the page, the page below will be shown. There’s an ADD NEW ALERT SETTING button and a fillable box will appear. 

The user will put the NAME of the alert, and for the MODULE part, there are options for what kind of alert will be set. 

MODULE ( Insurance Policy, Inventory, and Warranty) 

For the FIELD - it should be the expiry date of the alert. 

For the TYPES OF ALERT, it would be either push or email. 

Set the alert time FROM the time it was set TO  its END TIME. 

The FREQUENCY on what the user prefers the alert to show. 

The TEAM NAME is to be notified of the alert that was sent. 

It can also be activated upon checking on the ACTIVE box. 

Once the information has been filled out, click ADD. 

Kindly refer to the photo below on how to set the ALERT SETTINGS. 

When it has been successfully added, it should be like this: 

Like all the features, it also has options to be edited and deleted. 

Utilize these by clicking on the hand-like icon for editing and the trash bin for deleting. 

ASSETS 

On this part, the user has an option to put a custom field asset. This works best if another type of asset will be added and is not on the platform. 

On the ‘Setup’ feature, go to CUSTOM FIELDS - ASSET 

The user will need to fill out the necessary information on the box according to its preference, upon clicking on the ADD NEW CUSTOM FIELD ASSET. 

Put on the custom field name that the user wishes to add. 

On the DATA TYPE, I chose text and opted for a DATA REQUIRED. 

I also want the added custom field asset to be visible in selected categories. That way, I would easily find the added field. 

Upon doing all these, just click on ADD.

When it has been successfully added, this page will be shown on the ASSET part. 

The EDIT and DELETE icons can also be utilized on this feature. 

EMPLOYEE 

On this part, the user has an option to put a custom field employee. This works best if another type of employee will be added and is not on the platform. 

On the ‘Setup’ feature, go to CUSTOM FIELDS - EMPLOYEE

The user will need to fill out the necessary information on the box according to its preference, upon clicking on the ADD NEW CUSTOM FIELD EMPLOYEE. 

Put on the custom field name that the user wishes to add. 

On the DATA TYPE, I chose email and opted for a DATA REQUIRED. 

Upon doing all these, just click on ADD.

When it has been successfully added, this page will be shown on the EMPLOYEE part. 

The EDIT and DELETE icons can also be utilized on this feature. 

INSURANCE POLICY 

On this part, the user has an option to put custom field insurance. This works best if another type of insurance will be added and is not on the platform. 

On the ‘Setup’ feature, go to CUSTOM FIELDS - INSURANCE

The user will need to fill out the necessary information on the box according to its preference, upon clicking on the ADD NEW CUSTOM FIELD INSURANCE. 

Put on the custom field name that the user wishes to add. 

On the DATA TYPE, I chose email and opted for a DATA REQUIRED. 

Upon doing all these, just click on ADD.

When it has been successfully added, this page will be shown on the INSURANCE POLICY part. 

The EDIT and DELETE icons can also be utilized on this feature. 

LOCATIONS 

On this part, the user has an option to put custom field insurance. This works best if another type of location will be added and is not on the platform. 

On the ‘Setup’ feature, go to CUSTOM FIELDS - LOCATION

The user will need to fill out the necessary information on the box according to its preference, upon clicking on the ADD NEW CUSTOM FIELD LOCATION. 

Put on the custom field name that the user wishes to add. 

On the DATA TYPE, I chose the date and opted for a DATA REQUIRED. 

Upon doing all these, just click on ADD.

When it has been successfully added, this page will be shown on the LOCATION  part. 

The EDIT and DELETE icons can also be utilized on this feature. 

When it has been successfully added, this page will be shown on the LOCATION  part.

The EDIT and DELETE icons can also be utilized on this feature.

WARRANTY 

On this part, the user has an option to put custom field insurance. This works best if another type of warranty will be added and is not on the platform. 

On the ‘Setup’ feature, go to CUSTOM FIELDS - WARRANTY

The user will need to fill out the necessary information on the box according to its preference, upon clicking on the ADD NEW CUSTOM FIELD WARRANTY.

Put on the custom field name that the user wishes to add. 

On the DATA TYPE, I chose the URL and opted for a DATA REQUIRED. 

Upon doing all these, just click on ADD.

When it has been successfully added, this page will be shown on the WARRANTY  part. 

The EDIT and DELETE icons can also be utilized on this feature.

 

DATABASES 

The function of these features is to make use of all the fields that the user would need to have a more organized platform and ensure that the assets would be monitored efficiently. 

On each table, the description is given and the user would just choose the arrangement of data according to its preference. 

Each table has its FIELD NAME, OPTIONS TO REQUIRE DATA, DESCRIPTION, AND EXAMPLE. 

Kindly see the examples of each table below: 

ASSET TABLE: Field Names with an asterisk ( * ) are required fields. Check the boxes next to the field names you want to include.

When the user has customized the table, it may be saved on the lower right side of the page.

 

LOCATION TABLE: Field Names with an asterisk ( * ) are required fields. Check the boxes next to the field names you want to include.

EMPLOYEE TABLE: Field Names with an asterisk ( * ) are required fields. Check the boxes next to the field names you want to include.

WARRANTY TABLE:  Field Names with an asterisk ( * ) are required fields. Check the boxes next to the field names you want to include.

INSURANCE TABLE: Field Names with an asterisk ( * ) are required fields. Check the boxes next to the field names you want to include.

INVENTORY TABLE: Field Names with an asterisk ( * ) are required fields. Check the boxes next to the field names you want to include.

TICKET TABLE: Field Names with an asterisk ( * ) are required fields. Check the boxes next to the field names you want to include.

How to Create New Role?

This feature will let the user customize the access for the employee, other users, and teams. 

On the ‘Setup’ feature, there were default roles and their access to each description. 

If the user opts to create a new role, just click on the CREATE A NEW ROLE in the upper right corner of the page. 

When the user has selected all the permissions for the added user. The User can click Save to save the details.

LOCATIONS: Set user's permission add/edit/delete/view.

DASHBOARD: Users can view selected items in their Dashboard.

If the user opted to allow all the permissions on the dashboard, just tick the box with ALL DASHBOARD ITEMS. By doing so, all the items will be available to the role added. 

The user could also choose which will be available for the added role, by ticking each box. 

Kindly refer to the photo below: 

REPORTS: The User can generate custom reports and set up a  column for reports.

If the user opted to allow the added role for a report and create a custom setup the VIEW, AND ADDED REPORTS can be generated. 

SETUP: Set user's permission add/edit/delete/view.

The user could also allow other users to set up the columns that need to be added. Just tick on each box, or just click on SETUP COLUMNS if all the boxes apply. 

ADMIN RIGHTS: Set user's permission for admin rights.

The user has an option to have access to the admin rights that include USER, EMPLOYEE, TEAM, ALERT, PREFERENCE, CONTACT, PROFILE, BILLING, AND LOGIN. 

Just click on each admin category, if all the boxes apply, or tick each box for the preferred permissions.

 

SETTINGS: Set user's permission add/edit/delete/view.

The user has an option to have access to the settings that include CATEGORY, COMPANY, DEPARTMENT, MANUFACTURER, MODEL, BRAND, ASSET STATUS, SUPPLIER, TYPE, CUSTOM FIELD, FEATURE, AND DATABASE. 

Just click on each setting title if all the boxes apply, or tick each box that the user opts to give permission to. 

INVENTORY: Set user's permission for inventory.

The user has an option to allow permissions on each inventory by ticking the boxes that apply, or just clicking  INVENTORY, and all the boxes will be chosen automatically. 

Always click SAVE after making changes to each feature. 

The changes made are always editable and could be deleted. 

 Utilize the EDIT and DELETE icons beside the ROLE NAME and ROLE DESCRIPTION. ( handlike and trash bin icons.)

In the photo below, the ROLE SAMPLE that was created was added. It should look like this: 

How to Edit Role?

User can edit role by clicking the pen sign

The screen will bring the user to back to Create New Role page.

How to Delete Role?

User can delete roles by clicking the trash sign.

After clicking the trash sign an option will appear on the screen. 

Click delete if the user already has decided to delete the role.

LOCATIONS: Set user's permission add/edit/delete/view.

DASHBOARD: Users can view selected items in their Dashboard.

If the user opted to allow all the permissions on the dashboard, just tick the box with ALL DASHBOARD ITEMS. By doing so, all the items will be available to the role added. 

The user could also choose which will be available for the added role, by ticking each box. 

Kindly refer to the photo below: 

REPORTS: The User can generate custom reports and set up a  column for reports.

If the user opted to allow the added role for a report and create a custom setup the VIEW, AND ADDED REPORTS can be generated. 

SETUP: Set user's permission add/edit/delete/view.

The user could also allow other users to set up the columns that need to be added. Just tick on each box, or just click on SETUP COLUMNS if all the boxes apply. 

ADMIN RIGHTS: Set user's permission for admin rights.

The user has an option to have access to the admin rights that include USER, EMPLOYEE, TEAM, ALERT, PREFERENCE, CONTACT, PROFILE, BILLING, AND LOGIN. 

Just click on each admin category, if all the boxes apply, or tick each box for the preferred permissions. 

SETTINGS: Set user's permission add/edit/delete/view.

The user has an option to have access to the settings that include CATEGORY, COMPANY, DEPARTMENT, MANUFACTURER, MODEL, BRAND, ASSET STATUS, SUPPLIER, TYPE, CUSTOM FIELD, FEATURE, AND DATABASE. 

Just click on each setting title if all the boxes apply, or tick each box that the user opts to give permission to. 

INVENTORY: Set user's permission for inventory.

The user has an option to allow permissions on each inventory by ticking the boxes that apply, or just clicking  INVENTORY, and all the boxes will be chosen automatically.

 

Always click SAVE after making changes to each feature. 

The changes made are always editable and could be deleted. 

 Utilise the EDIT and DELETE icons beside the ROLE NAME and ROLE DESCRIPTION. ( handlike and trash bin icons.)

In the photo below, the ROLE SAMPLE that was created was added. It should look like this: 

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