Create custom fields on Products

Track particular information of an asset by creating your own fields using the User-Defined Field Label.

Contents

1. When to create User-Defined Fields Labels
2. Locate User-Defined Field Labels
3. Create User-Defined Field Labels
4. Example of User-Defined Field Labels
5. Reports which display User-Defined Field Labels
   1. View/Export entries in the User-Defined fields on Products

When to create User-Defined Field Labels

User-Defined Field Labels are used to capture specific information for assets related to the product type. A User-Defined Field Label allows you to create fields to enter specific information for an asset. This could be information such as manufacture dates or warranty periods.

Locate User-Defined Field Labels

1. From your FireMate navigation menu, select [Admin]
2. From the dropdown, select [Products]
   
3. From the dialogue box, scroll and select the product you would like to add a User-Defined Field Label to. The lower half of the dialogue box will display "User-Defined Field Labels" on the right-hand side.

Create User-Defined Field Labels

1. After locating the User-Defined Field Labels , select an empty field from the list of six available.
2. Type the name of the User-Defined Field Labels you would like to see reflected throughout FireMate for assets related to this product.
3. Select the correct "Data Type" you would like to apply to this User-Defined Field Label.
   
   1. Select [Text] to allow any text type to be entered into the field
   2. Select [Date] to only allow a date to be entered into the field
   3. Select [Number] to only allow a number to be entered into the field
4. Select [Save]

Example of User-Defined Field Labels

We have created User-Defined Field Labels named "Lock Type", "Closer Type", "Solid Core", "Door Size", "External Gate" and "Door Swing (in or out)" to the "Exit Doors" product related to the "Fire, Smoke & Exit Doors" System and Equipment type.

After creating a Customer, Contract and Property, I add the "Fire, Smoke & Exit Doors" system and equipment type, along with the "Exit Doors" product.

From here, I can select the [Assets] tab and add assets to the "Fire Extinguishers" product. To enter data into the User-Defined Field Labels, I select an asset from the list and select [Edit Asset Details].

A dialogue box will display the details of this asset. Enter the information required into the available fields, including User-Defined Field Labels and select [Save].

Reports which display User-Defined Field Labels

User-Defined Field Labels will display on the following reports:

• Asset Register

View/Export entries in the User-Defined Fields on Products

1. Select [Search] from the FireMate navigation bar
2. Select [Assets] from the dropdown
3. Select an option from the "System and Equipment Type" list
4. Select an option from the "Product Type" dropdown
   
   1. optionally apply the other filters available
5. Select [Search]
6. You can now view or export the results which will include the User-Defined Field Labels.