Getting started with the Object Manager

The Object Manager is where you configure how records work across the four object-based modules: Events, Sites, Assets, and Contacts. You can use it to control what data each record captures, how that data is displayed, and, for Events, how Forms, Pipelines, and assignment rules behave.

With the Object Manager, you can shape your records yourself, quickly and easily, so the platform fits how your organisation works and keeps up as that changes.

Capturing data in structured fields also keeps it consistent and ready to use, so you can filter it in your table views and report on it in your Analytics dashboards, if you have Analytics enabled.

Note: Only designated users have access to the Object Manager. If you need something changed and don't have access, contact the person who configures it for your organisation.

What's inside the Object Manager

The Object Manager has two tools shared by every module, plus extra configuration areas that apply only to Events.

Shared across all modules

Each module has its own Field Manager and Layout Editor, and they work the same way in every module.

Tool	What you can do there
Field Manager	Create, edit, and delete the fields that store data on a record.
Layout Editor	Control how those fields are grouped and ordered.

Events-only configuration

Events has additional configuration areas that don't apply to Sites, Assets, or Contacts:

Area	What it does
Forms	The forms users complete to report an Event. You can map a form question to a field so its answer populates the record automatically.
Pipelines	Guides an Event through its stages, showing the right fields and guidance at each one. You can tailor them for the types of Event that need their own process.
Assignment rules	Automatically routes an Event to the right pipeline and add the right people as collaborators.
Safety Metrics	Key health and safety rates calculated from your Event data, for use in Analytics dashboards.

How the Field Manager and Layout Editor work together

A record (an Event, Site, Asset, or Contact) is made up of fields. Fields live in the Field Manager, and the Layout Editor controls which of them appear on the record, how they're ordered, and how they're grouped into sections.

For example, a Site record such as 'London office' may have details like its name, manager, region, country, and location. These are fields created in the Field Manager.

The Layout Editor groups them into the sections you see on the record, such as 'Site Information' and 'Location Details', and sets their order. You can edit a field in the Field Manager and regroup or reorder it in the Layout Editor.

For Events, a field can also be populated automatically by mapping it to an Event Form question.

Where to start

If you're configuring a module for the first time, work in this order:

Decide what data the module needs to capture.
In the Field Manager, create the fields for that module.
In the Layout Editor, arrange those fields on the record.
For Events, set up the Form, Pipeline, assignment rules, and Safety Metrics. For the full Events setup sequence, see 'Getting started with Events' article.