13 | Operator Maintenance 'Custom Info' Tab

This article covers the Operator Maintenance "Custom Info" Tab and configuration options. "Custom Info" Tabs and Custom Fields can be found throughout BackOffice; this article focuses on Operator "Custom Info" which can be edited for a variety of purposes and uses including Reporting.

This article covers the Operator Maintenance "Custom Info" Tab and configuration options.

"Custom Info" Tabs and Custom Fields can be found throughout BackOffice; this article focuses on Operator "Custom Info" which can be edited for a variety of purposes and uses including Reporting.

Prerequisite

To access Custom Fields throughout BackOffice, an Operator will need the privilege flag/s enabled corresponding to each components' Custom Info

To access the Custom Info Tab, an Operator must have the View Operator Custom Info flag enabled within Operator Maintenance

These privilege flags can found within Operator Maintenance, on the Maintenance Tab and the Marketing & Promotions Tab

Editing Custom Fields

The Custom Info tab contains Optional Fields which can be Edited to suit needs and/or preferences of the Organization
Begin by clicking on the Edit Custom Fields button in the bottom right corner which will open a Custom Fields window
Click on the Name fields to Enter the desired text

Types of Custom Fields

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Custom Field Type	Description
Flag Fields	Create up to ten (10) Custom Flags to add These can be used for marking flags for any relevant information One example could be to track Operator qualifications Once created, these can be Edited or Removed
Number Fields	Create up to five (5) Number Fields to add These can be used for any relevant information One example could be to enter the Operator's preferred hours per week These fields would be optional to complete for each Operator
Date Fields	Create up to five (5) Date Fields to add These can be used for tracking any Dates which may be relevant One example could be the Operator's next training date These fields would be optional to complete for each Operator
Text Fields	Create up to twenty (20) Text Fields to add These can be used for tracking many types of information which may be relevant This is a two-part field including the Name of the field and any Values to be added Double-click in the Values box to add Multiple Entries These fields would be optional to complete for each Operator

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Below are examples of the Operator Custom Fields window with a few of the fields entered, and the Operator Maintenance Custom Info Tab with those examples displayed

13 | Operator Maintenance 'Custom Info' Tab

This article covers the Operator Maintenance "Custom Info" Tab and configuration options. "Custom Info" Tabs and Custom Fields can be found throughout BackOffice; this article focuses on Operator "Custom Info" which can be edited for a variety of purposes and uses including Reporting.

Types of Custom Fields

Custom Field Type

Description