Table of Contents

1. Event Types Overview
2. Adding a new Event type
    2.1 Basic Details
    2.2 Proof Test Integration
    2.3 Event Attributes

1. Event Types Overview

Event Types in Field iD are where you will enter your checklists or forms that you currently 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.

2. Adding a new Event Type

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

2.1 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

2.2 Proof Test Integration

If you have enabled Proof Test Integration you will see a section called Allowed Proof Test Types. 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.

2.3 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 to create a form for this event type.