Custom Fields can be created to hold information that Access Care Rostering doesn’t have a field for. It is possible to create extra fields to store data, which can be in the form of drop-down lists, checkboxes, date fields, time fields, integers, and money and string fields. Once these fields have been created, data can be imported and exported from Access Care Rostering, and these fields can be incorporated into mail merge documents.
Field Labels need to differ as multiple fields with the same label may cause issues when exporting reports from the system that include multiple fields.
It isn't possible to create custom fields on visits. You would have to contact your account manager to arrange for constancy to be carried out.
Include the following information:
Details on the custom records you wish to create
Where you wish for the custom fields to be created.
Configuration
Firstly, you'll need to contact the support team via our Access Digital assistant to enable this function for you. Please ask them to enable the Advanced user settings module.
Custom tabs
You need to make custom tabs in order to create custom fields. To do this, follow these simple steps.
Click Settings, then click Other.
Click Custom Fields, then click Custom Tabs.
Click the plus icon.
Complete the required fields.
Click save.
Custom lists
Once you have created your custom tabs, you'll see a Custom Type Description dropdown list appear. These need to be configured as a custom list, which can then be attached to the custom fields and tab.
To do this, follow these simple steps.
Click Settings, then click Other.
Click Custom Fields, then click Custom Lists.
Click the plus icon, then enter the Custom Type Description.
Click save, then click back into the record.
From the QuickLinks, select Custom List Values.
Click the plus icon, then enter the relevant details.
Click save.
Custom fields
Once both custom tabs and lists have been created, you are able to create custom fields. To do this follow these steps.
Click Settings, then click Other.
Click Custom Fields, then click Custom Fields.
Click the plus icon, fill out the required fields.
Click save.