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4.7 Custom Fields (Pro account only)

If you are the Program Administrator for a Pro account, you have the ability to create custom fields. A custom field is used to capture specific data that you want included in a Child or Caregiver Profile. If there is any child or caregiver-specific information that you want ASQ Online to track, you can use the custom field feature to do so. Once a custom field is created, a Provider or Program Administrator will fill out that information when adding or editing a Child or Caregiver Profile.


Creating custom fields allows your program to track specific data that you might find useful to report on in the future.

 

NOTE: Only Program Administrators of a Pro account can create custom fields. Custom fields within an Enterprise account are created by the Enterprise Account Administrator.

4.7.1 Adding a Custom Field

To add a custom field:

  1. Select Program from the top navigation menu.
  2. Scroll down to the Custom Fields tab.
  3. Click the Add  tab next to the Custom Fields tab.
  4. You will be taken to the New Custom Field page. Fill in the following information (items marked with an asterisk [*] are required):
    1. Location* (Choose whether this field will appear on a Child or Caregiver Profile.)
    2. Label* (This will be the name of the custom field.
    3. Required* (Indicate whether or not you want this custom field to be a required field within a Child or Caregiver Profile.)
    4. Data Type* (Choose the type of custom field you would like. Your options are: Text, Drop-down menu, Date, or Yes/No.)
    5. Format (If you choose “Text” or “Drop-down menu” as your data type, you can format how would like this data to be entered.) NOTE: If you are creating a drop-down menu custom field, Format becomes a required field. You will need to enter the options that you wish to appear in your drop-down menu. You will also need to indicate whether you will allow users to select more than one option from the drop-down menu, by selecting “Yes” or “No” next to “Multiple selections allowed.”
    6. Default value
    7. Example
    8. Position

5.      When you have finished entering the information, click the Save button.


4.7.2 Viewing, Editing, & Deleting a Custom Field

To view a custom field that has been created:

  1. Select Program from the top navigation menu.
  2. Scroll down to the Custom Fields tab.
  3. Any custom fields that have been created will be listed here.
  4. Click on the name of the label of the custom field to view the details of that custom field.


To edit a custom field:

  1. Select Program from the top navigation menu.
  2. Scroll down to the Custom Fields tab.
  3. Click Edit next to the name of the custom field you would like to edit.
  4. You will be taken to the Edit Custom Field page where you can make your desired changes. (NOTE: Any area that is grayed out on this page cannot be edited, since a change to that area would delete any previously entered data in this custom field.)
  5. Click the Save button.

 

To delete a custom field:

  1. Select Program from the top navigation menu.
  2. Scroll down to the Custom Fields tab.
  3. Click Delete next to the name of the custom field you would like to delete.
  4. A pop-up message will appear saying, “By deleting a custom field, you will also be permanently deleting all data that has been entered for a child or caregiver pertaining to this field. Are you sure you want to delete this custom field?”
  5. Click OK.

See also

4.1 Program Details
4.2 Managing Program Users
4.3 Entering Your Keycode(s)
4.4 Program Notes
4.5 Program Files
4.6 Custom Tasks
4.8 Task Preferences