Standard Operating Procedures
Manage User Defined Fields SOP
PURPOSE:
The User Defined Fields (UDF) Manager Screen is the means by which a system administrator can extend the fields provided on each screen.
* Note: The user can create fields with the ability to select predefined values and make the field a required element to save the record.
PROCEDURE:
1. Navigate to the System Administration module on the main menu. |
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2. Navigate to the System Administration screen and click the link to User Defined Fields Manager. |
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3. Click on the screen name to set up user defined fields. |
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4. Click on column names to set-up UDFs. |
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5. Click Edit to enter UDFs: Label, sequence, field length and set required and field type. Then click Save.
* Note: The Validation Block establishes when the UDF requires a value from a set of defined values. Define the validation code, an abbreviated value name, and a description. Use the add detail icon to create additional validation values. |
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6. Click on the next columns to set-up. |
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7. To verify these fields were setup correctly, navigate to the screen (Key & Access Point-Access Point-Lock). |
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8. Click User Defined Fields link to verify these fields are listed. |
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ROLES USED:
- System Administrator:
System Administrator is responsible for configuring and managing User Defined Fields.
Return to System Administration Module SOP