SOP- Administrative – Manage User Defined Fields

 Standard Operating Procedures

Manage User Defined Fields SOP – Project Groups

 

PURPOSE:

The User Defined Fields (UDF) Manager Screen is the means by which a system administrator can extend the fields provided on each screen.  Project Groups need a UDF for identifying if the group is related to Alterations and Renovations or Renewals and Replacements.

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 PROJECT GROUP to set up user defined fields.  
4. Click on column name custom001 to set-up the UDF.  
5. Click Edit to enter UDFs:

Label=Project Bucket
Sequence=10
Required=No
Field Type=String
Field Length=19
Decimal Precision = null
Initial Value = null

 For Validation add the following Code(s) and Description(s):
AR Alterations and renovations
RR Renewals and replacements

Then click Save.

  

 

 

 

 

ROLES USED:

 

  1. System Administrator:

System Administrator is responsible for configuring and managing User Defined Fields.

 

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