Skip to main content
Eptura Knowledge Center

Customizing What Auditors See on Mobile Devices

  1. Last updated
  2. Save as PDF

Customizing What Auditors See on Mobile Devices (Asset & Equipment Survey, Space & Occupancy Survey, and Space Book apps)

The Space & Occupancy Survey, Space Book, and Asset & Equipment Survey mobile apps both present screens for conducting field audits. You may wish to customize aspects of the audits as they appear on the mobile devices.

Changing the titles and pick lists of the fields in the audit

You may wish to change the titles of the fields that the space auditors and asset auditors see in order to comply with conventions at your site. When you change a field title or list of enumeration values in the survey table (such as the eq_audit table), make the corresponding change in the inventory table (the eq table) so that the data will remain consistent.

Field titles

You may wish to change the field title. For example, if your site uses the term "Equipment ID" rather than "Equipment Code", you can change the multi-line heading to "Equipment ID."

  1. In Web Central, load the System Administration / ARCHIBUS System Administration / Add-In Manager / View ARCHIBUS Field Dictionary task.
  2. Use the row filters to find the table and field that you want to change.
  3. Change the Multi-Line Heading to a new value.
  4. Restart the Web Central application server to clear the old cached headings.
  5. The next time you sync the mobile device, the device's display will show the new field title.

Pick lists

You may wish to change the enumerated list of values from which the auditor must choose.

  1. In Web Central, load the System Administration / ARCHIBUS System Administration / Add-In Manager / View ARCHIBUS Field Dictionary task.
  2. Use the row filters to find the table and field that you want to change.
  3. For the desired field, edit the Enumeration List values. Add values in pairs: the first value is the value stored in the database, the second value is the value that the auditor sees in the pick list for that field.
  4. Restart the Web Central application server to clear the old cached values.
  5. The next time you sync the mobile device, the device's display will show the new pick list values.

Adding new fields to an audit

You may wish to add entirely new fields to the Equipment Audit table. You may wish to do so to collect a new type of data, such as an Last Serviced date. Or you may wish to add another validated field, such as the Insurance Policy Code (which validates against the Policy table).

To do so:

  1. Add one or more new fields to the ARCHIBUS Fields table.
  2. Run the Schema Update Wizard to create the field or fields in the database.
  3. Run the Manage Equipment Surveys task or the Space Book task and use its "Change Fields to Survey" action to make the new field visible in the mobile app.
  4. To have these fields appear in tasks:
  • Equipment Survey Tasks. To have the field appear in the task pane, add your new field to the \webapps\archibus\schema\ab-products\common\mobile\equipment-survey\equipment-survey-console-survey-tasks.axvw file.
  • Equipment Survey Paginated Report. To have the field appear in the paginated report you use to archive survey results, add your new field to the \webapps\archibus\schema\ab-products\common\mobile\equipment-survey\paginated-reports\equipment-survey-report.axvw file. The field will appear when the supervisor uses the "Print" button from the console.