Video:
Guide:
While
SST tracks considerable data about the people you serve, the services you offer,
and the organizations you work with, you can create additional data fields
unique to your initiatives to support students experiencing homelessness.
Select
the “Settings” tab in your lefthand
navigation menu to create a custom field.
Select
“Custom Fields” on the settings page.
You
can create custom fields for Participants, Staff, Activities, or Organizations. Click on the
category you’d like to create a custom field for.
Custom Field Library
Custom fields may already exist but for a different section. Use the "Custom Field Library" link at the bottom of the form to view fields already
created.
Participants
When creating custom fields for People, you can select the
section of the profile where the custom field will show. There are only four
options: Personal Information, Address, School Information, Contacts, and Homelessness. Click on the section's name to create a custom
field for it.
The
first section displays the Default Fields under each category. These fields
will appear for all participants in this profile category and are not editable.
Custom
Fields already in use are displayed in the second section. To edit an existing custom field, click the gear button to the right of
the custom field name.
To create a new custom field, click on the custom fields
type to the right. To learn more about the custom fields available,
read this article.
Fill out the required information for the custom field type
selected. Anything marked with a red asterisk is required.
The custom field can only be saved once all required fields have content.
For all custom fields, you want to determine if it is required.
You can also limit access to:
Read & Write: Users can edit the value as needed, regardless of role.User Role Based: Define each of the above permissions by role.
Click “Done” at the bottom of the form to close it.
To complete the process and add the custom field to the Custom Field Library, click "Save Changes" at the top of the screen.
Staff
When creating custom fields for Staff, you can select the
section of the staff record where the custom field will show. Only four options
exist: Personal Information, Employment Information, Address, and Contacts.
Click on the section's name to create a custom
field for it.
The first section displays
the Default Fields under each category. These fields will appear for all staff
in this record category and are not editable.
Custom
Fields already in use are displayed in the second section. To edit an existing custom field, click the gear button to the right of
the custom field name.
To create a new custom field, click on the custom fields
type to the right. To learn more about the custom fields available,
read
this article.
Fill out the required information for the custom field type
selected. Anything marked with a red asterisk is required.
The custom field can only be saved once all required fields have content.
For all custom fields, you want to determine if it is
required.
You can also limit access to:
Read & Write: Users can edit the value as needed, regardless of role.
User Role Based: Define each of the above permissions by role.
Click "Done"
at the bottom of the form to close it.
To complete the
process and add the custom field to the Custom Field Library, click "Save changes" at the top of
the screen.
Activities
When
creating custom fields for activities, use the drop-down menu to select whether
the custom field applies to scheduled, drop-in, or unscheduled
activities.
Custom fields can be set for the activity or the schedule
form. If creating a custom field for unscheduled activities,
the schedule form is not an option.
The
first section displays the Default Fields under each category. These fields
will appear for all participants in this profile category and are not editable.
Custom
Fields already in use are displayed in the second section. To edit an existing custom field, click the gear button to the right of
the custom field name.
To create a new custom field, click on the custom fields type to the right. To learn more about the custom fields available, read this article.
Fill out the required information for the custom field type
selected. Anything marked with a red asterisk is required.
The custom field can only be saved once all required fields have content.
For all custom fields, you want to determine if it is
required.
You can also limit access to:
Read & Write: Users can edit the value as needed, regardless of role.User Role Based: Define each of the above permissions by role.
Click “Done” at the bottom of the form. To close the form.
To
complete the process and add the custom field to the Custom Field Library,
click “Save Changes” at the
top of the screen.
Organizations
When
creating custom fields for organizations, use the drop-down menu to select the
organization level.
The
first section displays the Default Fields under each category. These fields
will appear for all participants in this profile category and are not editable.
Custom
Fields already in use are displayed in the second section. To edit an existing custom field, click the gear button to the right of
the custom field name.
To create a new custom field, click on the custom fields type to the right. To learn more about the custom fields available, read this article.
Fill out the required information for the custom field type
selected. Anything marked with a red asterisk is required.
The custom field can only be saved once all required fields have content.
For all custom fields, you want to determine if it is
required.
You can also limit access to:
Read & Write: Users can edit the value as needed, regardless of role.User Role Based: Define each of the above permissions by role.
Click "Done” at the bottom of the form. To close the form.
To complete
the process and add the custom field to the Custom Field Library, click "Save Changes" at the top of
the screen.
Related to