Configuration of Your Account

Configuration of Your Account

In this article you will learn how to customize your BeamON platform account.

Within your BeamON account, you are able to customize the data fields related to your assets. To get to the Fields Management section of the platform, navigate to the configuration tab, located in the bottom left of the side navigation bar and then to Field Management. Within this part of the platform, you can manage your Custom Fields and Asset Status. Using the search bar at the top you can search for a specific field name in your list. You can also see the default fields from the Field Management section in Configurations, though please note these fields cannot be edited.

Add or Edit a Custom Field

To add a custom field, go to the top right corner of the Fields Management page and click “+ Add Custom Field.” This will allow you to add a custom field title, description, and field type. You will also be able to add a default value to the custom field. The default value can either be used to set a standard for the custom field, or to give an example of what information would be appropriate to the asset. Additionally, you are able to choose if the custom field will display on your Asset Onboarding page, as well as if it will display as a unique field. 

Custom Fields are the individual data fields that are associated with the assets in your inventory. To edit or delete an existing custom field, go to the field name and click the three dots to the right of the custom field..  

Note: deleting the custom field will delete this across all assets in your inventory, as well as the associated data that was formerly in the field.

Manage Statuses

Asset Status lives under the Field Management page, next to the custom fields. The asset status can be used to track your inventory closely, as it describes the actual condition of the asset at any time (such as “Active” or “In Repair” or “Decommissioned”). You are able to set the specific statuses that you use to manage your inventory in this section of the platform. To edit or delete the status, click the three dot icon to the right of the status you would like to edit. To add a new status, go to the top right of the Asset Status page and add a status in the “Add Status” section.

When working with statuses, you have the option of three different labels: online, offline, or decommissioned. You are able to create as many statuses as you would like with these three labels. 

Tag Management

If you go to the security icon in the lower left hand corner of any page, it will take you to the Configuration. From here, you can navigate to “Tag Management,” which will allow you to work with the tags in your BeamON platform.

Tags are used to identify your assets. You can utilize tags specific to your organization to best organize your assets in whatever way fits best. Tags can be organized into groups, with individual tags within a tag category.

Add New Tag Categories or Tags

To add a new tag category or tag, navigate to the Tag Management page and select the + icon at the top right of the page. When you select this icon, you can choose between adding a new tag category or a new tag. If adding a new tag category, you will add a name and a description, and then choose a color. Please note that whatever color you pick will change all the tags that are nested within this category.

To add a new tag, you will select “Tag” after you click the + icon to add a new tag category or tag. From here, you will add the name of the tag and then choose which category you want the new tag to be associated with.

Edit Tag Categories and Colors

To edit tag categories and colors, navigate to the Tag Management page. From here, you can either edit an individual tag by clicking the three dots or you can manage tags from the top right corner of the page.

If managing an individual tag or tag category, you will click on the three dots to the right of that asset. This will allow you to change the name, description, and color of a tag category, and to change the name, description, and location of a tag. You can also delete a tag or a tag category from this view.

In the top right hand corner of the Tag Management page, you can manage tags by clicking the “Manage” button. This will allow you to combine, move, or delete tags and tag categories by selecting multiple tags or tag categories at once. 

Please note, if you delete a tag category, it will delete all the tags underneath the category. You will be given a warning to be sure you want to take this action before it is finalized.

Gabriel Fernandes
Product Manager, BEAM Dynamics
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