Who is this article for?

Ideagen Quality Management administrators importing workflows.

Personnel Administration access is required.

The Personnel Custom Fields Administration page allows you to designate which custom fields will be used to track and attach additional information about your Ideagen Quality Management users. These fields are displayable on the personnel main page and individual profile pages from there. These fields are also displayed on the Personnel profile pages. All available fields are created in the Custom Fields Administration page, but are added here with options for how they display and whether users can edit them. Most Custom field field types can be added, including subforms.

1. How to Add/Edit Personnel Custom Fields

1.  Select Administration > Personnel Custom Fields. From here you can:

• • • Add fields - any field, of any type, created in custom fields can be added to the various personnel-related pages.
    • Manage how the field is used across the system.
    • Remove - deletes a custom field from the personnel custom fields page.

2. If you want to add a new field, click to expand the custom field type in the Add Field list at the bottom and select the custom field you want to add.
3. Select Add field.

Note: To the left of the Add Field list, enable the settings to quickly determine how this field and any others you add are managed.

4. If you're editing an already added field, enable or disable fields in the grid to affect where the field is shown and who can modify it. The following fields are displayed:

• • • Field ID - unique ID# of the custom field.
    • Field Name - display name given to the custom field.
    • Type - which of six categories the field is.
    • Display in Personnel Grid - adds the field for display to the personnel user list.
    • Display in User Profile - adds the field for display to the user's personnel personal profile page.

Note: This does not refer to the Administration > Personnel Profile pages, where all personnel custom fields are always displayed.

• • • User Editable - allows the user to update the field's contents from their personnel profile page. Only your own data can be modified with this enabled.
    • Display Order - determines the order the field is listed in from left to right in the personnel page, and top to bottom in the personnel profile pages.

5. Click Save Changes.

2. Where Personnel Custom Fields are Displayed

As mentioned above, you can choose where and how personnel custom fields are displayed by modifying the Administration > Personnel Custom Fields page. In addition, any personnel custom field you add is always displayed in each user's personal profile on the Administration > Personnel page.

• Personnel page - when Display in Personnel Grid is enabled, the custom field data appears here.
• Personnel > View - when Display in User Profile is enabled, the custom field data appears here. These fields may also be enabled for editing by the end users on this page. For instance, if you want users to be able to edit their own cell phone numbers instead of contacting an administrator to do it, allow the field to be user editable.

• Administration > Personnel > Personal Profiles - all fields added to the personnel custom field list automatically appear in the custom fields tab of the administrative personnel page. If you don't want certain fields viewable to any logged in user, don't enable the Display in Personnel Grid or Display in User Profile options, so that they only appear here to users with IconKey2 Personnel Administration permission.

Note: The personnel page and any individual profiles from it can made restricted or accessible for viewing to logged out users by a setting on the System Settings - Web Settings tab.