Access: FOG City Regulator - Admin Only
Overview: An overview of how to create custom properties across all sections of SwiftComply.
Topic:
Navigating to the Custom Property Settings
If you're an admin user, at the upper right hand corner of your page, you'll see a white Gear Icon. This icon will take you into the "back end" of SwiftComply FOG which allows you to review and edit current settings and templates within your program.
Note: When you're inside of the settings panel, the white gear will turn green.
Once inside the Settings panel, navigate to the Properties tab in the grey menu on the left side of your screen.
Within this tab, you will be able to create and update custom properties for any of the following types of records:
Establishment
Establishment Contact
Provider Contact
Provider
GCD
Pumpout
FSE Permit (if applicable)
Equipment Properties
Vehicle (if applicable)
Disposal Location (if applicable)
Provider Permit (if applicable)
You can access each type of custom property using the tabs labeled at the top of the page.
Managing Properties - Overview
No matter what type of Custom Property you'd like to create, the process to make one is the same.
Choose the section you would like to customize properties for by clicking on the relevant tab (i.e. in the example below, Provider properties).
To create a property, click on the green Create property button.
Create a Label for the property (required) - this is the title of the property as it will be displayed in the system.
Create an Internal Name for the property (required) - this is for internal use only and won't be displayed.
Add a Description for users to understand the custom property (optional).
Choose a Field Type from the dropdown menu (required). A table defining the field types can be found below.
Click Save to save your new custom property. Once created, a custom property will display on the associated item.
Single line text | Free text, short answer. |
Multi line text | Free text, long answer. |
Number | Only numbers are accepted. |
Select box | Creates a dropdown with multiple options, only one option can be selected. |
Single check box | Suitable for a yes/no question, user can check or uncheck the box. |
Date | Allows the user to select a date from the calendar. |
File | Allows the user to attach a file. |
Signature* | Allows for a signature to be either typed or drawn. |
Simple signature | Allows the user to draw in a signature.
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For guidance on how to add a digital signature into a form, please visit the knowledge base article Inspections.
To edit an existing custom property, click the blue name of the Custom Property. Update any field in the original form and click Save.
To delete an existing Custom Property, click the blue name of the custom property, click the red Delete button and confirm in the pop-up window.
Pump Out Properties
While Pump Out properties are similar in the way they're created and edited, there is a slight difference between these and other Customer Properties.
Pump Out Properties have an option to select a check box requiring all users to enter a volume that's larger than zero gallons. This is for jurisdictions where pump outs of zero gallons create tracking issues.
There is also the option to make any new property required. This means any user or provider that is entering pump outs would have to include an answer to the category that is marked as required.
You'll want to make sure to click the green Save button after choosing either of these options.
Reorganizing Pumpout Properties
If you've already created your pumpout form and you need to adjust the order of some or all of the questions on your form, our Customer Success team can assist you.
Please email our team at help@swiftcomply.com and include which properties you'd like to adjust, along with the numbered order you'd like them to show up.
If your program utilizes SwiftWorks, this organization will carry over to that program as well.
FSE Permit Properties
Adding, editing or deleting custom FSE permit properties is done in the same way as customizing other properties.
FSE permit properties, like pump out properties, also have the option to select a check box to make any new property required. This means any user or provider that is adding an FSE permit would have to include an answer to the category that is marked as required.
