My Daily Work à System Setup à General Admin & Security à User Defined Fields.

1.      To add a new record, click New, to change click Edit.

2.      To configure a User Defined Field record, specify the following data:

ü  Select the Form Name signifying the module name.

ü  The Field code represents a unique code referring to the ‘My Form’ field being defined. Note that, the field code is not user-defined, but it is automatically generated upon saving this new record.

ü  Enter a significant name for the newly defined ‘My Form’ field being created, via Field Caption.

ü  Specify the kind of data that is to be accepted or recorded at this new ‘My Form’ field via provided list; Text, Select from Values, Numeric or Date.

ü  A user can mention field order upon display among other My Form fields defined for this module.

ü  A user may enter a Default Value for this field, a Minimum, or a Maximum, as required. In addition, a user can specify the Maximum Length for field entries, or if it will be a mandatory field via ‘□ Required’ check box.

ü  Field Values: In case of choosing ‘Select from Values’ option at the ‘Field Type’, a user can specify the required list of values via this link, which will create a uni-selection list.

ü  Field Codes: A user can manage the content of the ‘Field Codes’ form, in order to control which ‘My Form’ field will be displayed at different types of records at various system modules at “Employee Files” icon; as follows:

ü  Module/Form Name “Profile” à It enables a user to control displaying certain ‘My Form’ fields for (External Trainees – Profile – Relatives – Trainers - Users).

ü  Module/Form Name “Payroll” à control displaying certain ‘My Form’ fields as per (Paycodes).

ü  Module/Form Name “Change of Status” à control displaying certain ‘My Form’ fields as per (Change of Status Transactions).

ü  And so on for all other modules.

ü  Apply to All: Apply the defined criteria for a certain ‘My Form’ field upon the entire module in a batch; so that this field can be displayed upon the attempt of defining any new record at this module. Likewise, in case of “Profile” or” Recruitment” modules, the intended field will be displayed at ‘My Form’ screen provided at the module ‘Action Bar’.

ü  For example, apply this link to generalize a certain ‘My Form’ field defined for the “Change of Status” module, so that it can be available upon selecting any transaction; after confirmation message approval. Consequently, after applying this batch link, the system will automatically create records at the ‘Field Codes’ link for this ‘My Form’ field for all change of status transactions; which are listed at the records grid at the top of the ‘Field Codes’ screen

Tip

§  A user/Implementer should specify details at ‘Field Codes’ and/or ‘Apply to All’ links for any ‘My Form’ field, so that the system can display each required ‘My Form’ user-defined field at the proper system screens and with the convenient module component(s).