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Cases, persons and items
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System customization
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New custom fields

Create a new custom data collection field

Add a new custom field to your tracking system

1. To begin, click the 'Custom Fields' icon on the main menu.

Add a new custom field to your tracking system

2. Click the Add new custom field button in the bottom right section of the form.

Add a new custom field to your tracking system

3. Complete the necessary fields to create your new custom field.

  • Field name: This is the label that will be displayed for the data collection field in the system.
  • Field type: How will this field look and function. Choose between text, text area, drop down, radio, checkbox, date and time. (See more info below)
  • Group type: What section (Case, Item, Person, etc.) are you collecting data for?
  • Required: Will users be required to enter information for this data collection field in order to proceed?
  • Field note: Does this field benefit from a short description or instructions?
  • Agency: Will this field be limited to specific agencies/locations?
  • Private to agency: Will the information collected by this field be private to the agency that created it?

4. When you have finished completing the required information, click the Add custom field button. Your new custom field is now ready to collect information.

5.The current release of the Tracker system allows many different types of custom fields (screen shot shows at least one of each type).
Customization Options

Click image to view larger

  • Text Box: Allows a user to enter information into a single line box. Allows up to 50 characters of text. (See 'location received' in example pic.)
  • Text Area: Allows a user to enter information into a larger text type box. Allows up to 250 characters of text. (See 'description' in example pic.)
  • Drop Down: Provides a user with a list of available options for their selection. (See 'category' in example pic.)
  • Radio: Will provide a pre-defined list of options where only one can be selected. (See 'send to lab' in example pic.)
  • Date: Standard date selection box. (See 'date received' in example pic.)
  • Checkbox: Essentially yes or not to the question. (See 'was this item lost' in example pic.)
  • Time: Standard option for collection time info. (See 'time received' in example pic.)
  • File Attachment: You can attach a file directly to the item screen. (See 'file attachment' in example pic.)
  • Blob: Looks like a text area box but it will hold a massive amount of data. Entire books of text would fit in this field. (See 'item extended notes' in example pic.)
  • Combo Box: Allows a user to type a value for submission or select from a drop down preset list. (See 'officer in charge cb' in example pic.)
  • User List: Compiles a list of the users in your system based on your User Admin setup. Operates as a Combo Box (see above).

Next step: Create custom sub-menus