General Info

  • Custom Fields - allow for extra data to be tracked in the 5 sections below: 

            - Employee

            - Station

            - Client

            - Location

            - User

            - Enterprise

  • Custom fields:
    - Must be initially created in the Enterprise
    -     Are available to use for filtering and reporting the data entered
    -     There is a maximum of 5-10 custom fields per section
    -     There are 4 options for custom field boxes:
             1) a set drop down list of choices to be selected
             2) a text entry box 

                3) a date

                4) a number

  • The custom fields are displayed in the Enterprise Portal in the Sections below. This is also where the data entry occurs.
    Enterprise – Organization Section: Organization Information tab
    Location – Location Section: Information section
    User – Organization Section: User Information section
    Station-Station Section: Information section
    Employee – Employee Section: Personal Tab



  • Where do you create the custom fields?
    - Open the Organization section – in the Enterprise Portal
            - Choose Custom from the top menu bar
            - Select Fields.
            - Choose where you want to create the custom field
            - Name the custom field
            - Decide on what type of entry field box you want. 
                - Enter the values if you want to choose from set choices.
                - Leave Value blank for a fill-in-the-blank option
                - Leave Value blank and choose number or date for those options.
            - Select Save.
            - To enter the data, go to the section where the field box occurs (listed above)

    Video: How to Add Custom Fields

            



Location Level use of Custom Fields
Which custom fields can be seen in the Location Portal?

  • Location – Location Section Information Page
    - User must have role assigned that includes privileges to the Organization section. The custom field can be viewed and edited.
  • Station- Station Section Information Page
    - User must have role assigned that includes privilege to view the Station section. The custom field cannot be edited at location.
  • Employee – Personal Tab
    User must have role assigned that includes privilege to ‘edit personal info’ for the Employees section. The custom field cannot be edited at the location.

    Video: How to Edit and Delete Custom Fields

        



Reports Section

The data from custom fields can be shown in the Reports Section at both the Enterprise and the Location level.

You can design a report to show the custom field information – the ‘column’ choice is called user defined field.

  • DataSource: Employees
    - Choose UserDefined (1-6)
  • DataSource: Stations
    - Choose UserDefined (1-6)
  • DataSource: ScheduleShifts – To report on custom fields choose these columns below:
    - LocationUserDefined (1-6)
    -     StationUserDefined (1-6)
    -     Employee is UserDefined (1-6)

    Video: How to Edit List Report Column Properties