Overview
Authority users with the admin role can configure custom properties (custom fields), GCD categories, and condition options for grease control devices. This article covers how to set up each of these so the GCD record matches the data your program tracks.
📝 Note: To make any changes to GCD properties, categories, or conditions, you must have the admin role within your organization.
Configuring GCD categories
GCD categories classify the type of device (e.g., "AGRD", "GGI", "HGI"). Categories appear in the dropdown when creating or editing a GCD.
Categories are managed under Settings → GCDs → Categories.
Adding a category
Click the Settings gear icon in the top-right corner of the page.
Click GCDs in the settings sub-sidebar.
Click the Categories tab.
Click Create GCD category.
Enter a Name for the category (for example, "AGRD" or "Grease Interceptor").
Click Save.
Editing or deleting a category
Go to Settings → GCDs → Categories.
Click the category name to open it.
Update the Name and click Save, or click Delete to remove the category. Deleting prompts a confirmation ("Are you sure?") before removing it.
What happens next
New categories appear in the Grease trap category dropdown in the GCD editing view.
Categories are available as filter options in the GCDs list.
Categories appear in exports and on the Dashboard GCD doughnut chart.
📝 Note: Removing a category does not remove it from GCDs already using it. Those GCDs keep the category until you change it.
Configuring GCD condition options
GCD conditions represent the physical state of a device (e.g., "Good", "Fair", "Needs Repair"). Conditions are color-coded to provide a visual indicator.
Conditions are managed under Settings → GCDs → Condition.
Adding a condition
Click the Settings gear icon in the top-right corner of the page.
Click GCDs in the settings sub-sidebar.
Click the Condition tab.
Click Create GCD condition.
Enter a Name (for example, "Good", "Fair", or "Needs Repair") and pick a Status color (primary, secondary, success, info, warning, or danger).
Click Save.
Editing or deleting a condition
Go to Settings → GCDs → Condition.
Click the condition name to open it.
Update the Name or Status color and click Save, or click Delete to remove the condition.
What happens next
New condition options appear in the Condition dropdown when editing a GCD.
The color-coded indicator displays on the GCD detail page.
💡 Tip: Use consistent color coding to make conditions easy to read at a glance. For example, use green (success) for "Good" and red (danger) for "Needs Replacement".
Configuring GCD custom properties (custom fields)
Custom properties let you collect any GCD information your program needs that isn't already captured by the standard fields. Examples include manufacturer name, model, install date, inspector initials, and risk level.
GCDs also have one configurable standard field: Custom ID. Turning on Custom ID lets your team enter your own identifier (a tag number, asset ID, etc.) on every GCD record.
Adding a new custom property
Click the Settings gear icon in the top-right corner of the page.
Click Properties in the settings sub-sidebar.
Click the GCD tab at the top of the Properties page.
Click Create Property.
Fill in the property fields (see Property fields below for guidance).
Click Save.
Pick the Label carefully. The label is what your team sees and is the only part of the field they recognize. The internal name is generated from the label, and you can't rename it after the fact -- you'd have to delete the field and start over.
Property fields
Label (required, 3-30 characters) -- the name of the field as your team will see it on GCD forms (for example, "Manifest Generator ID").
Internal name (auto-generated) -- the lowercase, snake_case version of the label. SwiftComply formats this for you. The internal name cannot be changed once created.
Description (optional) -- a short explanation that appears as helper text on the form.
Field type (required) -- choose how the field behaves. Options include single line text, multi-line text, number, select box (dropdown), single checkbox, date, file upload, signature, and simple signature.
Required (optional) -- toggle on if every new GCD must have this field filled in.
Options (only for select box) -- one entry per choice in the dropdown.
Editing or removing a custom property
Go to Settings → Properties → GCD tab.
Click the property name to edit it. You can update the label, description, required toggle, and (for select box) the dropdown options.
To remove a property, use its delete action. Existing GCDs that had a value in that field will lose the value.
📝 Note: Deleting a custom property removes it from every GCD record that had a value in it. If you only want to stop using a property going forward, leave it in place but skip filling it in on new GCDs.
Turning on the Custom ID field
The Custom ID is a standard field on the GCD form, but it's hidden by default. Turn it on if you want to track your own identifier on each GCD.
Go to Settings → Properties → GCD tab.
Find the Standard fields section at the top.
Click the pencil icon next to Custom ID input visibility.
Toggle visibility on and save. The Custom ID field now appears on the GCD create/edit form.
FAQ
Q: What field types can I use for a custom GCD property?
A: Single line text, multi-line text, number, select box (dropdown), single checkbox, date, file upload, signature, and simple signature.
Q: Can I rename a custom property after creating it?
A: You can update the Label (what your team sees) and the description at any time. The internal name is locked once the field is created -- if you need a different internal name, delete the property and create a new one.
Q: My select box property has the wrong dropdown options. How do I fix them?
A: Open the property from Settings → Properties → GCD, edit the Options list, and save. Existing GCDs that have a now-invalid value will keep that value until you change it on each record.
Q: Why don't I see the Custom ID field on the GCD form?
A: Custom ID is hidden by default. Turn it on under Settings → Properties → GCD → Custom ID input visibility.
Q: Are custom properties shared across record types?
A: No. Each record type (GCD, Establishment, Pump out, etc.) has its own set of custom properties. Set them up separately for each.
Q: Can I delete a GCD category that is in use?
A: Deleting a category that is currently assigned to GCDs may cause issues. Reassign those GCDs to a different category first.