Overview
SwiftComply FOG lets you customize how you categorize and track establishments. You can define establishment types for each business, and create custom fields to capture data specific to your FOG program.
To update these properties, you’ll need to be listed as an Admin user within your program.
Establishment types
Establishment types let you categorize FSEs (e.g., "Restaurant", "Bakery", "Hospital Cafeteria").
Types appear as a filter option and in reports across the platform.
Creating an establishment type
Click Settings gear icon in the top-right corner of the page, to the left of your profile name.
Click Establishments in the Settings sub-sidebar.
Click Create Establishment Type.
Type in the type you’d like to add.
Click Save.
What happens next
New types appear in the Establishment Type dropdown when creating or editing an establishment.
You can filter the Establishments list by type.
Types appear in exports and reports.
Editing an establishment type
Click Settings gear icon in the top-right corner of the page, to the left of your profile name.
Click Establishments in the Settings sub-sidebar.
Click on the name of the type you’d like to edit.
Adjust the name accordingly.
Click Save.
Deleting an establishment type
Click Settings gear icon in the top-right corner of the page, to the left of your profile name.
Click Establishments in the Settings sub-sidebar.
Click on the name of the type you’d like to delete.
Click Delete.
A confirmation pop-up window will appear. Click OK.
📝 Note: Removing a type does not remove it from establishments already using that type. Those establishments keep the type until you change it.
Custom fields
Custom fields (called "custom properties" in the system) let you add fields beyond the built-in ones.
For example, you might add a "Health Permit Number" field or a "Seating Capacity" field.
Creating a custom field
Click Settings gear icon in the top-right corner of the page, to the left of your profile name.
Click Properties in the Settings sub-sidebar.
Select Establishment as the record type.
Click Create Property to add a new custom field.
Configure the field settings (see table below).
Click Save.
Custom field settings
Setting | Required | Notes |
Label | Yes | Display name shown on forms (3-30 characters) |
Internal name | Auto Populated After Save | Auto-generated with a |
Description | No | Help text shown below the field |
Field Type | Yes | The type of field you’d like this property to be (dropdown menu, check box, etc) See options below |
Available field types
Type | Description |
Single line text | Short text input (one line) |
Multi line text | Longer text input (multiple lines) |
Number | Numeric value |
Select box | Dropdown with predefined options |
Single check box | Yes/No toggle |
Date | Date picker |
File | File upload |
Signature | Signature capture field (Clearforms only) |
Simple signature | Basic signature field |
What happens next
The custom field appears on the establishment create and edit forms.
Custom field values are included in exports.
You can filter establishments by custom field values.
Custom fields appear in the establishment detail view.
📝 Note: The internal name is what your CSV column headers should match when running an import. You cannot change the internal name after the field is created, so pick a clean, lowercase, underscored name.
FAQ
Q: Where do I configure establishment types?
A: Go to Settings, then Establishments to add, edit, or delete establishment types (e.g., Restaurant, Bakery, Hospital Cafeteria).
Q: How do I add custom fields to establishments?
A: Go to Settings, then Properties, then select Establishment from the entity type list, then click to add a new property. Choose the field type, enter a label (3-30 characters), and configure whether it's required.
Q: Can I delete a custom property after it's been created?
A: Yes, but use caution. Deleting a custom property removes the field definition and any data stored in that field across all records.