System IDs and Folder IDs

What is a Folder System ID?

The Folder SYSTEM ID is a unique auto generated ID that cannot be edited. You can find the System ID for a folder in the folder details. You are also able to search by this ID in the Quick Search field on the website.

Add a System ID to a Folder Report Cover Sheet

You can add this unique System ID to your cover sheet on your folder reports so that it automatically populates.

• Go to Folder Settings on the website as an Admin.
• In the "Content" section, choose "Folder System ID" from the drop down "Insert Data" box.

Account System ID

The Account SYSTEM ID is a unique auto generated ID that cannot be edited. You can find the System ID for a Account in the Account details. You are also able to search by this ID in the Quick Search field on the website.

Asset System ID

The Asset SYSTEM ID is a unique auto generated ID that cannot be edited. You can find the System ID for an Asset in the Asset details. You are also able to search by this ID in the Quick Search field on the website.

What is a Folder ID?

The Folder ID is an automatically populated alpha-numeric identification for your folder.  Folder IDs are searchable on the website and mobile app, and can even be set up to populate on the cover sheet of your Folder Report.

Set Up Folder IDs

Each Folder Type can be set up to auto-generate based on the prefix and counter you set.  That information can be updated in Folder Settings.  

As a best practice, we recommend giving your folder types unique prefixes to differentiate them from folder IDs generated in other folder types.  Taking this step will make it easier when searching for a folder by ID. 

Edit Folder ID

Folder IDs can also be manually updated by editing the ID after the folder is created on the website, or by entering a unique ID at folder creation on the mobile app.  A  best practice for editing a Folder ID is to use a work order number that correlates to another system generated number.

To edit a folder ID on the website, go into the Folder and click the blue pencil icon beside the existing ID. Edit the Folder ID field and then click on the blue "Update Folder" button.

From the mobile app, when you create a new folder, it will auto-generate the Folder ID based on the prefix and counter you have set for that type.  The folder ID is generated when you do your next sync.  Alternatively, when creating the folder, you can manually enter an ID in that field.