Managing Employee Log Text Fields and Select Lists

Manage => Employee Log

Agency Customizable Text Fields and Select Lists

Agencies commonly have specific questions or content they want answered/gathered depending on the category of employee log entry being created. 

To facilitate this we developed the ability to add custom text fields and select lists to specific categories so the fields are displayed and filled out when an entry of a specific category is created.

Employee Log Text Fields and Select Lists Sub Menu

Agency Custom Text Fields

Text fields are free form single line text fields for answers of 100 characters or less.

To view your agency's text fields click the Employee log Sub-menu Text Fields button.

The columns on the Text Field List include:

• Question (the question displayed to the creator)
• Categories Using (what categories use this text field)
• Description (optional - a description for this text field)
• Display Description (do we display the description along with the question)
• Department (normally police)
• Active (available for use)
• Edit (click to edit the field)

Adding Text Fields for use by Categories

To add a new Text Field:

1. • Click the Employee Log Sub-menu Add text Field button.
     
   • A modal opens allowing you to add the text field.
   • Click Create new Optional Text Field.
   • The text field is now available for use by categories.
     
     Note: if you no longer need a text field, you INACTIVATE the field - we do not delete anything in order to maintain historical accuracy.

Editing Existing Text Fields

To edit an existing text field:

1. • From the Text Field listing page, click the edit button to the right of the field you want to edit.
   • The screen refreshes allowing you to edit the text field.
     
   • Click Save Optional Text Field to complete the process.

Agency Custom Select Lists

Select Lists are select list containing an unlimited list of items created by the agency for the specific select list.  While you may have an unlimited number of items in your select lists, we recommend trying to keep it under five possible answers.

To view your agency's text fields click the Employee log Sub-menu Text Fields button.

The columns on the Select List, list include:

• Question (the question displayed to the creator)
• Categories Using (what categories use this select list)
• Description (optional - a description for this select list)
• Display Description (do we display the description along with the question)
• Options (the choices for this select list)
• Department (normally police)
• Active (available for use)
• Edit (click to edit the list)

Adding Select Lists for use by Categories

To add a new Select List - We first create the select list, then we edit the list to add the choices.

1. • Click the Employee Log Sub-menu Add text Field button.
     
   • A modal opens allowing you to add the new select list.
     
   • Click Create new Select List.
     
     Note: if you no longer need a select list, you INACTIVATE the list - we do not delete anything in order to maintain historical accuracy.

Adding Select List Choices

Once we created our select list, we need to add choices to populate the select list.

1. • From the Select List listing page, click the edit button to the right of the list you want to edit.
   • The screen refreshes allowing you to edit the select list.
     
   • Scroll to the bottom of the page to locate the choice area.
     
   • Click the Add Choice button to add a new choice
     
   • A modal opens allowing you to add the new choice.  (max 100 characters)
   • Click Add New Select Choice.
   • Repeat the process to add additional choices for this specific select list.
   • The select list is now available for use by categories.

Note: if you no longer need a choice, you INACTIVATE the choice - we do not delete anything in order to maintain historical accuracy.

Editing Existing Select Lists

To edit an existing select lists:

1. • From the Select List listing page, click the edit button to the right of the list you want to edit.
   • The screen refreshes allowing you to edit the select list.
     
   • Optionally, at the bottom of the screen, you can modify the select list choices.
   • Click Save Optional Select list to complete the process.

Note: if you no longer need a choice, you INACTIVATE the choice - we do not delete anything in order to maintain historical accuracy.