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Selection Fields

Selection Fields allow you to select from a drop down list of items when entering data for standardization and consistency. This tool allows you to add/edit/delete the values that appear in the selection fields.

How to Manage Selection Field Values​

Adding New Selection Field Values​

  1. Access Selection Fields: Navigate to the Selection Fields page by clicking the "Selection Fields" link on the left side of the main "Options" page.

  2. Select Field Type: Choose the field you want to configure by clicking a link on the Selection Fields page.

  3. Add Options:

    • Enter the selection field value in the input field next to the Add button.
    • Click the Add button to add the new selection field value.
    • Options will be available for users to select when filling out forms

Managing Existing Options​

  • Edit Options: Click on any existing option to modify its value.
  • Delete Options: Check the box next to any selection field value you want to remove and click the Delete button.

Supported Field Types​

Selection Fields can be configured for various data types including:

  • Job Roles
  • Personnel Classifications
  • Shifts

Best Practices​

  • Keep selection field values concise: Use clear, brief descriptions for each value.
  • Maintain consistency: Use consistent naming conventions across similar field types.
  • Regular maintenance: Periodically review and update options to keep them relevant.
  • Avoid duplicates: Check for similar existing values before adding new ones to prevent redundancy.

Tips​

  • Changes to selection fields will be immediately available to all users.
  • Consider the impact on existing data when modifying or deleting options.
  • Use descriptive names that will be clear to all users in your organization.
note

Selection field changes affect all users immediately. Consider communicating significant changes to your team before implementing them.