/
Manage Custom Fields

Manage Custom Fields

The Manage Custom Fields page allows an Administrator to define up to three new fields for a report. These custom fields will appear on the Add/Edit/Show Incident Report pages and are included in any export of incident report data.

By default, the three custom fields are not enabled. To enable a custom field, the Administrator must click on the 'Manage Custom Fields' button on the Edit Settings page and fill out the information required for each custom field. 

The Manage Custom Fields page is shown below:

Example

An example of three custom fields (My Custom Number, My Custom Date, My Custom List) on the Add/Edit Incident Report pages are shown below:

Deleting a Custom Field

If an Administrator subsequently decides to change the field type of a custom field on the ‘Manage Custom Fields’ page, data may be invalid concerning the new field type and will therefore be deleted from every report. Before the deletion occurs, the Administrator will receive the following warning:

The following types of custom fields are provided:

The fields associated with each type are shown below. Ranges are limited to 10 characters. Marking a custom field as ‘Required’ on Incident Reports causes that field to be required on the Add and Edit Incident Report pages. The tooltip text is shown to the user when they hover their mouse pointer over the tooltip icon, adjacent to the custom field on the Add/Edit/View Incident Report pages. 

Click the 'Save' button to save the changes to the custom fields or the 'Cancel' button to discard any changes.

Numeric - Integer

Numeric - Decimal (2 decimal places)

Numeric - Currency (2 decimal places)

Date

Text (maximum 5000 characters)

Dropdown List

 

Related content

Manage Nature of Reports
Manage Nature of Reports
More like this
Company-Added Internal Reports
Company-Added Internal Reports
More like this
Investigation Procedures in Edit Mode
Investigation Procedures in Edit Mode
More like this