Viewing and Editing Fields

Viewing and Editing Fields

The Fields tab in the application Settings is a library of all the possible pieces of information (I.e., fields) that could be recorded in an assessment.

Fields are split into two sections: Property Information and Assets.

Each section contains a series of groups which in turn contain the fields.

Assets cannot be edited. This section contains every type of asset (I.e. parts of a building) that could be checked in an assessment, and fields for each asset are listed within.

Property Information can be edited. For example, adding new groups or fields.

Adding a new group:

1. Sign-In to the RiskBase application: app.riskbase.uk

2. Go to Settings (bottom right corner).

3. Click on the Fields tab.

4. Click on Property Information (this title can be clicked on and edited - E.g., to say Asset Information instead).

5. Scroll down and click + Add Group.

6. Select either Standard Group or Repeatable Group.

7. Give the new group a name.

8. Click + Field.

9. Select a field type from the drop down (E.g., text, image, pin).

10. Give the new field a name.

11. If applicable, add suggestions - these will appear as suggested answers for this field in the assessment.

12. Click Save.

13. Repeat steps 8-12 to add further fields into the new group.

14. Click Save to add this group to the Property Information section.

Steps 8-12 can be followed to add new fields into existing groups.

Reordering groups and fields:

1. Click on the Property Information section.

2. Click Reorder.

3. Click on the double lines on the right hand side to drag and drop the groups.

4. Click Done and Save.

5. Click on a group and repeat steps 2-4 to reorder its fields.

Deleting Fields:

1. Click on the Property Information section

2. Click on the group containing the field

3. Click on the field

4. Click on the delete button at the bottom of the page

If the organisation is a supplier for other organisations within RiskBase, it can be set so that the sections are shared with those being supplied. This means that any changes or additions only need to be made to one organisation.

Linking Organisations:

1. Click on the section you wish to share

2. Scroll down and click link to another organisation

3. Select the organisation you wish to share with

All organisations come with Property Information and Assets as default, but new sections can be added.

Adding a new section:

1. Click on the Fields tab.

2. Click + Add Section.

3. Give it a name.

4. Add groups and fields following steps 5-12 of ‘Adding a new group’.

5. Add as many groups as required.

6. Click Save.

Glossary:

Field: Refers to specific pieces of information - they are not subjective and are not assessed directly. Information like building height or number of dwellings would be considered fields.

Section: Refers to a collection of groups, such as Building Information. The name of a group becomes the heading of this section in the report.

Group: Refers to a collection of fields, within a section e.g. Occupancy. The name of a group becomes the subheading heading of these in the report.