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.
2. Navigate to the System Administration screen and click the link to User Defined Fields Manager.
3. Click on the screen name to set up user defined fields.
4. Click on column names to set-up UDFs.
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.
6. Click on the next columns to set-up.
7. To verify these fields were setup correctly, navigate to the screen (Key & Access Point-Access Point-Lock).
8. Click User Defined Fields link to verify these fields are listed.