How to Create, Edit, and Delete Building Types
How to Create, Edit, and Delete Building Types
Building Types organize your Buildings with like functions together, across all your Customers in SnapTracker. For example, you may want to group all your warehouses under one Building Type for all Customers, and Customers’ onsite Buildings as other Building Types. You can assign only one Building Type per Building.
The Building Type screen enables you to manage the Building Types across your SnapTracker site. Building Types are set up once and accessible to all Customers on the site. Once set up, you can create corresponding Buildings in your SnapTracker database.
The Building Type screen enables you to conduct a search through all existing Building Types to view details and last update dates. You may create new Building Types, or make edits to the existing Building Types, or even delete a Building Type as desired. Note: A Building Type can only be deleted if there are no Buildings assigned to it.
Before starting, make sure:
- You are logged into SnapTracker.
- You have access to the Building Type screen.
This post outlines how to create, edit, and delete Building Types on your SnapTracker site.
1. In the header section, click Setup.
Note: Depending on your browser, you may need to click the View menu items icon to see Setup.
2. Click the arrow beside Building Setup, then click Building Type.
Another way to access the Building Type screen is to navigate to the Setup main screen.
From here, select Building Setup.
The Building Setup screen displays.
From here, select Building Type.
The Building Type screen displays, with all results.
Note: By default, the results display according to the default filters – Building Types in ascending order.
Observe the fields in the results:
- All – Select the checkbox of the desired Building Type(s), or select All, to complete a bulk action.
- Building Type – The Building Type code.
- Description 1 – The first description field for the Building Type.
- Description 2 – The second description field for the Building Type.
- Storage Indicator – Indicates whether or not the Buildings assigned to the Building Type are being used as a storage facility (Yes) or a customer’s office (No). The default is Yes.
- In Out Charge Indicator – Indicates whether or not the Buildings assigned to the Building Type qualify to generate a Piece In/Piece Out Movement Report (Yes/No). The default is Yes.
- Last Update Date – The last date any changes were made to the Building Type and the User that completed the update.
- Actions – Available actions for an existing Building Type. The options are Edit or Delete.
3. To create a new Building Type, click Add.
Note: You can only create one Building Type at a time. The Add button becomes disabled until the new Building Type is created or the action is canceled.
A new, empty row displays in the results table.
Observe the fields to input in for the new Building Type:
- Building Type – (Required) The unique Building Type. (Maximum two character field).
- Description 1 – The first description field for the Building Type.
- Description 2 – The second description field for the Building Type.
- Storage Indicator – Indicates whether or not the Buildings in the Building Type is being used as a storage facility (Yes) or a customer’s facility (No). The default is Yes.
- In Out Charge Indicator – Indicates whether or not the Buildings assigned to the Building Type qualify to generate a Piece In/Piece Out Movement Report (Yes/No). The default is Yes.
Note: The required fields are indicated by an asterisk.
4. Populate the desired fields and click the checkmark icon or Create to create a new Building Type.
If any required fields are missing, the missing field is highlighted and Required displays below.
An error message displays, indicating that all required fields need to be entered.
If a Building Type already exists with the same Building Type code, an error banner displays, indicating that the Building Type already exists.
If the new Building Type is created successfully, a success message displays.
5. To edit a Building Type, click the Edit icon for an individual Building Type.
Alternatively, to edit multiple Building Types, select the checkbox of the desired Building Types and click the global Edit button.
Note: You can edit multiple Building Types that display on the screen at once, not across multiple pages. To edit more Building Types, click the View Number of Results dropdown to adjust the number of results to view on the page.
The selected Building Types change to Edit mode, where editable fields are enabled.
Note: The Building Type field is disabled because it is a primary key and cannot be modified after creation. If the field is incorrect, delete and re-create a new Building Type.
6. Edit the desired fields.
Click the checkmark icon for an individual Building Type to save changes, or click Update to save changes for all Building Types.
To cancel, click Cancel or the X icon for an individual Building Type.
The Building Types update with the applied changes and success messages display.
7. To delete a Building Type, click the trash icon for an individual Building Type.
Alternatively, to delete multiple Building Types, select the checkbox beside the desired Building Types and click the Delete button.
Note: You can only delete a Building Type if no Buildings are assigned to it.
The Delete Building Type pop-up displays.
8. Click Yes to delete the selected Building Type(s).
To cancel the delete, click No or X.
If a Building is assigned to a Building Type and deletion fails, an error message displays.
If the deletion is successful, a success message displays.
For more information on how to conduct a search for Building Types, see “How to Search for a Building Type.“