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Adding Custom Information Fields to a Resident Profile

This article will describe how a staff user with standard or admin access can create a custom information field on the resident profile. Staff users with standard or admin access are also the only users that can add, edit, or delete custom information fields. Please note, when a custom information field is added to a singular resident profile it will also add the field to all other resident profiles with the same designator (free text or yes/no) options.

Please follow the instructions below to add, edit, or delete a custom information field on a resident’s profile:

To add a custom information field

  1. From the ‘My Dashboard’ dropdown menu click on ‘Resident Management’
  2. Click on any resident name from the left hand unit scroll box
  3. Scroll to bottom of resident profile until ‘Custom Information’ section is visible
  4. Click ‘[+] Add a custom field’ button
  5. On the corresponding pop-up create a title for the custom field and select an input format 
  6. Clicking ‘Add Field’ will add that field to all resident profiles underneath the ‘Custom Information’ heading. Clicking ‘Cancel’ will close the pop-up without adding the custom field

To edit field label or field information

  1. From the ‘My Dashboard’ dropdown menu click on ‘Resident Management’
  2. Click on any resident name from the left hand unit scroll box
  3. Scroll to bottom of resident profile until ‘Custom Information’ section is visible
    • To edit field label, hover mouse over current field label until the red ‘x’ icon and yellow pencil icon appear to the right side of the field label
    • Clicking on the yellow pencil icon will allow you to change the field label for all resident profiles 
    • Click save to save any edits
    • To edit field information, click on ‘Edit Custom Info’ button and enter in specific information for the corresponding field 
    • Click save to save any edits information added

 To delete field label or field information

  1. From the ‘My Dashboard’ dropdown menu click on ‘Resident Management’
  2. Click on any resident name from the left hand unit scroll box
  3. Scroll to bottom of resident profile until ‘Custom Information’ section is visible
  4. Hover mouse over field label until the red ‘x’ icon and yellow pencil icon appear to the right side of the field label
  5. Click on the red ‘x’ to confirm deletion of that custom information field and associated data for all residents 
  6. Press ‘Delete Field’ to remove that specific field and associated data

 

 

 

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