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The Field Orderz company page is the first step to setting up your Field Orderz company. Accessible only to users with the Admin role, this section will only need to be visited a few times if the information in your company changes. For more information on the company page, click here: Vimeo Video

General Tab:

Setting up the Company Page:

  1. Name: This is where your company name is displayed

    • The company name will already be populated based on the BIM360 Docs name for STRATUS users, though the name on the Company Page can be changed to a different name than the BIM 360 docs

  2. Logo: Admins can put their company logo in this field

    • The company logo will be displayed on PDF reports

  3. Integrations: Admins put in their Field Orderz App Key generated on STRATUS

    • For more information on App Key generation, click here: App Keys

    • Paste in your App key

      • Make sure there are no spaces before or after the App Key

    • Click save and look for the green check

    • Click test and look for the green check

  4. Upload Status: Admins can set the default status of their Field Orderz project will be set to when they are uploaded to STRATUS

Status Builder:

To Import STRATUS Statuses into Field Orderz, click the “Import” button:

The Status builder is a tool for non STRATUS users to make and arrange custom tracking statuses for Field Orderz

  1. Click the orange + to create a new status

  2. Type in the new statuses name & select the color

  3. Click Create

  4. New statuses will be moved to the bottom of the list

  5. Clicking the three dots beside a status will allow the user to

    1. Configure the list to mass delete statuses

    2. Move a status up

    3. Move a status down

    4. Delete a status

Division Tab:

Divisions are the highest position on the Field Orderz hierarchy. When linking Field Orderz with STRATUS all projects imported from STRATUS will be imported into a STRATUS division denoted by an orange link. The Division page can only be accessed by users with the admin access level. For more information on the Divisions page, click here: Vimeo Video

Setting up Divisions:

  1. Click the + to create a new Division

  2. Type in the desired division name

  3. Click create division

Editing Divison:

Clicking the three dots beside the division will open the Division editing window.

  1. Rename: Allows you to rename a division

  2. Delete: Allows you to delete a division

Note: The STRATUS division can not be renamed, and if it is deleted, it will be created when importing a project

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