> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fieldiu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Findings Pre-Defined Details

**Finding Pre-Defined Details:** This feature allows you to streamline the process of entering details during a visit. As an admin, you can define predefined details for each finding category, making it easier for field staff to select the appropriate information.

### 1. Create New Pre-Defined Details

To create new Finding Pre-Defined Details, navigate to the Admin App, then in the side bar menu Operations Management -> Finding Pre-Defined Details.

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/2a48123c-9c8a-4013-a019-53a57af50a1d.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=e4aa01eb7a54bb95ca4def3e76c14487" alt="" width="1920" height="917" data-path="images/2a48123c-9c8a-4013-a019-53a57af50a1d.png" />

### 2. Enter The Data

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/09a86bc9-6fe4-4b1c-a9da-0727aa6ed9c7.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=f75f9c972f0d318ea02102e2517c7e0e" alt="" width="1920" height="917" data-path="images/09a86bc9-6fe4-4b1c-a9da-0727aa6ed9c7.png" />

> ### ⚠️ Don't Forget To Save

## Field Staff APP

### 3. Insert Predefined

In the Field Staff Mobile App, when the user wants to insert the finding details for a visit, they will see the "Insert Predefined" button above the Details Box.

<img src="https://mintcdn.com/fieldiu/I0KX1uEaTN8rxrHM/images/7dd37010-ff1b-4ca7-90b9-7d52a9105b95.png?fit=max&auto=format&n=I0KX1uEaTN8rxrHM&q=85&s=d47f912843ff3fd6cb277948291651d8" alt="" width="576" height="1211" data-path="images/7dd37010-ff1b-4ca7-90b9-7d52a9105b95.png" />

### 4. Select the Details

Based on the finding, the user will see the predefined details. When they click on a detail, it will automatically populate the Details field, saving time by eliminating the need for manual typing.

<img src="https://mintcdn.com/fieldiu/I0KX1uEaTN8rxrHM/images/8d2dd938-89ae-4453-97f1-c46eff6d6b61.png?fit=max&auto=format&n=I0KX1uEaTN8rxrHM&q=85&s=047e6403f2da1cf9a897a15bbe22b18a" alt="" width="576" height="528" data-path="images/8d2dd938-89ae-4453-97f1-c46eff6d6b61.png" />

### 5.

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/3d0e2163-49f9-4c35-bc70-caee954db06c.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=82ba4a6d02d55110b47e6abc41e0e988" alt="" width="576" height="675" data-path="images/3d0e2163-49f9-4c35-bc70-caee954db06c.png" />

> ### 💡 The field staff still can edit the record

## Enable The Feature

### 6. Open Organization Settings

From the Manager App, go to Organization Settings in the sidebar menu.

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/33e27954-0801-4fcf-a33c-740dca4fd420.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=306d5ca5b18c87e1f47c4dda5962ea9e" alt="" width="1920" height="917" data-path="images/33e27954-0801-4fcf-a33c-740dca4fd420.png" />

### 7. Select the Key

Search for the key: ALLOW\_USER\_TO\_ADD\_PREDEFINED\_FINDING\_DETAILS

<img src="https://mintcdn.com/fieldiu/AWln65_P7KuC5v3X/images/99cf889c-cc18-408f-a083-7dcd048198d8.png?fit=max&auto=format&n=AWln65_P7KuC5v3X&q=85&s=9388cefd0ec5cf6a4c6d59047388e31f" alt="" width="1920" height="917" data-path="images/99cf889c-cc18-408f-a083-7dcd048198d8.png" />

### 8. Set the value "True"

<img src="https://mintcdn.com/fieldiu/GgdB9rxDgC_7q1qM/images/5e072f12-6694-47ef-a040-0e990d27512b.png?fit=max&auto=format&n=GgdB9rxDgC_7q1qM&q=85&s=636ab15e192d0c90eed471a3daba2f17" alt="" width="746" height="600" data-path="images/5e072f12-6694-47ef-a040-0e990d27512b.png" />�����������������������
