User Defined Fields (UDFs) are used to hold data on the system that are specific to an individual organisation and are not available as standard. To configure these, follow the steps below.
🤓Tip: User defined fields can also be configured in the portal.
Select CorePersonnel.
Select Reference and then select Reference Q - Z.
Click User Defined Field Codes.
To create a new UDF, insert a new row (green plus icon) and enter a code and description.
Click Save.
Additional settings can be added as below.
Security Required - separate UDF security access can be set per back office user, if required.
Advanced - used for setting UDF parameters such as where it should appear.
Choosing Employees will display the data on the User Data screen in the Employees Personal Profile.
Choosing Post Appointments will display the data on the User Data section in the Appointment Details screen.
Where further details need to be recorded for a user data item, additional fields can be setup. These fields will display in the form of a pop-up window in the User Data screen. Add in appropriate Data Labels and User Data. There are 12 possible fields that can be used for creating UDFs (User Description). Each field has a Data Type. The Data Type options are:
List Item - a pick list of values can be created that a user selected from (the option to this is under Defined List Items button).
Numeric - data input has to be numeric.
Date - Date function can be recorded.
Text Area - textbox appears that a user can record data in.
Reference - this is used for Manager Request configuration.
📌Note: It is not possible to restrict the start date.