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How-To

Fields

Fields are used to collect and hold details about your assets. Your Fields are unique to your organisation and customizable. Gather information important to you:

  • Report construction type, occupancy numbers and fire safety equipment.
  • Attach photos, floorplans and QR codes.

Setup

Get to Field Setup on the App

  1. Press on the Settings tab - bottom, right.
  2. If you have access to multiple organisations, switch to the organisation you wish to work on.
  3. Press Fields and your organisation's Fields appear on the right.

Get to Fields

Permission is required to modify Fields.

Contact your RiskBase administrator or email support@riskbase.uk to request access to Field Setup.

Create New Field

  1. Press on the field section you want the field to appear in.
  2. Press on the field group you want the field to appear in.
  3. Scroll to the bottom of the existing fields, press Plus Add field....
  4. Select the field type.
  5. Provide a Field Name.
  6. Use the Show if... function Optional.

Create New Field

Show if...

Fields can be set up to only appear based on the response to other fields, e.g.

Fire Suppression

  • No - no other fields are shown.
  • Yes - additional fields Alarm description and Alarm Panel location appear.

Type

Fields come in all shapes and sizes and are designed for different purposes.

Field Types

  • Text Perfect for short straight-forward answers.
  • Textarea Similar to Text fields but allow line breaks and paragraphs.
  • Number Only accept inputs in number format.
  • Options Multiple choice. Define a set of dropdown answers, eg. Risers - Wet Risers, Dry Risers, No Risers.
  • Yes/No Simple but powerful, eg. Alarm = Yes or No.
  • Date Only accept inputs in date format.
  • Time Only accept inputs in time format.
  • File Upload and attach PDFs, word docs and spreadsheets.
  • Image Upload photos from your photo library or devices camera.
  • Pin Upload floorplans and drop pins to describe the locations of items at an asset.
  • QR Scan and link QR codes to flats, doors, alarms panels, etc.

Sections

Organise the different types of information into sections. Information appears in these sections on the app and on reports.

In the example below, Asset Information holds details about the Building, Occupancy, Use and Fire Equipment. There is a seperate section for Doors which holds the specification and conditional information of each Fire Door at a property.

Fields

Sections are unique to your organisation. Structure field sections however you want.

Create a New Section

  1. Press + Add section....
  2. Give the section a name.
  3. Press Add.

Add Fields

Groups

Further organise fields into groups. Inside the section Asset Information is Building, Occupancy, Use and Fire Equipment.

The Fire Equipment group could contain fields:

  • Alarm Yes/No field.
  • Alarm Panel Location Pin field to attach floorplans and drop pins.
  • Alarm Panel description Text Area field to describe the system.
  • Smoke Ventilation System Yes/No field.
  • Smoke Ventilation System description Text Area to describe the system.
  • Risers Options field, multiple choice dropdown.

Group Fields

Groups are unique to your organisation. Structure field groups however you want.

Create a New Group

  1. Press + Add group....
  2. Give the group a name.
  3. Press Add

Add Group

Re-order the Groups in a Section

  1. Press Edit - top, right.
  2. Drag the groups up and down using the right hand Grip Lines icons.
  3. Press Save.

Reorder Groups

Repeatable Fields

When you need to record and store data on multiples of the same item as in a Fire Door survey, use Repeatable Fields.

Repeatable Fields

Using the Fire Doors Survey example, everytime you Plus a door, all the fields in a group are generated and asked of the new door. The findings of repeatable fields can be detailed within the asset information of a report or formatted in it's own section in the case of a door, compartmentation or exterior wall survey.

Create a New Group of Repeatable Fields

  1. Press Plus Group.
  2. Give the group a name.
  3. Check Repeatable.
  4. Singular Name appears. If the group is called 'Fire Doors', the singular name could be 'Door'. Provide the singular name.
  5. Press Add - top, right.

Add Fields to the Repeatable Field Group

  1. Press Plus Add field.
  2. See Create New Field

Fields In Assessments

Include your fields in your assessments.

Add and update information about your asset alongside answering questions and adding actions and controls. This makes completing risk assessments more efficient because you no longer need to leave the assessment to add static information about an asset.

Fields in Assessments

You can still add and modify field information outside of an assessment on the asset page.

Field data added during an assessment is saved to the asset when you press submit.

Add Fields To Your Assessment Templates

Learn how to setup fields in assessments.

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