Skip to main content

Use Codebook to Customize Entity Fields

Easily update or add fields to system entities.

Updated over a week ago

  1. Access the Codebook

    • After logging in, navigate to the sidebar menu.

    • Click on Administration, then select Codebook.

  2. Select an Entity

    • The Codebook is organized by entities (e.g., Asset, Project, Work Order etc.).

    • Click on the entity you want to manage.

    • Depending on your selection, different sections will appear below..

  3. Choose an Action

    • In the section you want to update, decide what you want to do:

      • New – Add a new entry

      • Edit – Modify an existing entry

      • Delete – Remove an entry.

Codebook asset and facility category settings screen with options to add, edit, or delete entries.

  1. Add a New Facility Category (Example)

    Let’s walk through adding a new Facility Category:

    • Under the Asset / Facility Category section, click New.

    • Fill in the following fields:

      • Name – The name of the new category

      • Description – A short description for context

      • Parent Category – Optional: select a parent if this is a subcategory

      • Active – Should this category be usable?

      • Selectable – Can users pick this in forms or dropdowns?

      • Default – Should this be selected by default?

Form for creating a new facility category with fields for name, description, and settings.

  1. Save and Review

    • Once all details are complete, click Save.

    • Your new category will now appear in the list and be available wherever this category is used—unless you left it inactive or unselectable.

Updated facility category list showing newly added entry.

  1. Repeat as Needed

    • You can follow the same steps to add, edit, or delete entries in any other section or entity within the Codebook.

Did this answer your question?