Arkit lets you customize some forms to allow tracking a variety of data that might be unique to your business, projects or process. Only users with the Administrator role can customize forms for your organization.
To customize forms, click Settings, and then click Customize Forms. Select the form you want to edit from the dropdown menu. Any customizations will apply for all users and all projects in your organization.
There are eight forms you can customize:
Primary Project Details - the most important information used to organize your projects, displayed at the top of each Project Summary. This data can also be searched, and some can be used in the Project Filter. Common uses include details like project types, phases, categories, classifications, project start or end dates, and more.
Additional Project Details - secondary information about your projects, accessed from the link in each Project Summary. Common uses include details like site and facility information, contacts and addresses, legal and licence data, and more.
Budget Information - details about each project budget, entered when adding or editing a budget. Common uses include details like AFE numbers, account codes, working interest, scope of work information, and more.
Cost Information - details about each cost, entered when adding a Daily Cost Report or editing an individual cost. Common uses include details like cost types and categories, ticket and invoice numbers, contractor and vendor names, descriptions of work, and more.
Task Information - details about each project task, entered when adding or editing a task. Common uses include details like, task assignee, start date, due date, and task description.
Site Drawing Information (Markers, Areas, Lines) - details about each of the three types of site features drawn on the map. Common uses include details to identify and explain the feature, track its placement or history, or record associated scientific or technical data.
In each form, you can add, edit, reorder and delete fields. To add a new field, click the blue Add New Field button, and choose the field type. To edit an existing field, click Edit on the field.
To reorder fields in a form, click the multi-arrow icon and drag the field up or down. (Note: reordering fields is not supported in Internet Explorer 9). Some fields are required by Arkit, and display a lock to indicate that they cannot be edited, moved or deleted.
Types of Fields
There are six types of fields you can use in your forms:
Short Text - Lets users enter single-line, text-based data
Long Text - Lets users enter multi-line, text-based data
Number - Lets users enter any kind of numerical data
Currency - Lets users enter numerical dollar amounts
Date - Lets users record a date with a day, month and year
Choice - Lets users choose from a dropdown of pre-set options
Each field can be customized with some important information:
Field Name - a label used to identify the field
Default Value - data to be automatically pre-populated in the field
Hint Text - an explanation or instruction about the purpose of the field
Required Field - whether users are always required to fill in the field
Number Type - (for Number fields) whether to display a decimal
Choices - (for Choice fields) the list of options available to choose from
Use As Filter - (for Choice fields in the Primary Project Details form) whether the fields' values should be shown in the Project Filter