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

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

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, dropdown, radio, checkbox, date and time.
• 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.