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Selection Fields

Selection fields are the dropdown values used throughout the application — statuses, conditions, categories, locations, groups, and more. Customizing these fields ensures the options match your organization's terminology and workflows.

Accessing Selection Fields​

Navigate to Admin > Options, then select Selection Fields in the sidebar.

Types of Selection Fields​

FieldWhere it's used
Asset TypesCategories for organizing assets (e.g., IT Equipment, Vehicles)
Asset StatusCurrent state of an asset (e.g., Available, Checked Out, In Repair)
Asset ConditionPhysical condition (e.g., New, Good, Fair, Poor)
LocationsPhysical locations where assets are stored or assigned. Supports a hierarchy (buildings, floors, rooms)
Personnel GroupsDepartments or groups for organizing people (e.g., Engineering, HR)
Job TitlesJob titles for personnel records
ShiftsWork shifts for personnel records

Service Items​

In addition to selection fields, you can manage Service Items and Service Types under Admin > Options > Service Items. These define the types of maintenance and service work that can be scheduled and logged on assets. See Service and Maintenance.

Managing Selection Field Values​

Adding a Value​

  1. Select the field type from the list.
  2. Click New.
  3. Enter the value name.
  4. Click Save.

Editing a Value​

Click a value to edit its name. Changes are reflected everywhere that value is used.

Deleting a Value​

Select a value and click Delete. You can only delete values that are not currently assigned to any records.

Reordering Values​

Values appear in dropdown menus in the order you define. Drag and drop to reorder them.

Hierarchical Fields​

Some fields support a tree hierarchy — most notably Locations and Asset Types. You can nest values to create a structured tree:

  • Locations: Main Campus > Building A > Floor 2 > Room 204
  • Asset Types: IT Equipment > Laptops > Windows Laptops
Plan your structure first

Design your location and asset type hierarchy before adding assets. A well-organized tree makes filtering, reporting, and daily use much more efficient.