Use the Properties Tab
You may use this section to fill in participant profile options for Department, Facility, State, and Roles. All of these fields are optional by default.
Step-by-step guide
To access the Properties tab, perform the following steps:
- Click the 'Properties' button
- From here, you may navigate to each section of the Properties tab using the blue buttons
To configure the Facilities list that may be used for participant profile data, perform the following steps:
- Click the 'Facilities' button
- To create a new Facility, click the 'Add New' button
- Enter the facility name in the 'Facility' field and any relevant code in the 'Facility ID' field (The name is required, but the ID is optional)
- Click the 'Save Facility' button to add this facility to the list (Or click 'Cancel' to exit this menu without saving changes)
- In addition to adding facilities, you may edit or delete facility entries by using the icons under the 'Edit' and 'Delete' columns
To configure the Departments list that may be used for participant profile data, perform the following steps:
- Click the 'Departments' button
- To create a new Department, click the 'Add New' button
- Enter the department name in the 'Department' field and any relevant code in the 'Department ID' field (The name is required, but the ID is optional)
- Click the 'Save Department' button to add this department to the list (Or click 'Cancel' to exit this menu without saving changes)
- In addition to adding departments, you may edit or delete department entries by using the icons under the 'Edit' and 'Delete' columns
To configure the States list that may be used for participant profile data, perform the following steps:
- Click the 'States' button
- Click the checkbox beside a location to enable that location as a potential option on participant profile data
- Click the 'Save States' button to confirm the available states for selection (Or click to another section to exit this menu without saving changes)
To configure the Roles list that may be used for participant profile data, perform the following steps:
- Click the 'Roles' button
- To create a new Role, click the 'Add New' button
- Enter the role name in the 'Role' field and any relevant code in the 'Role ID' field (The name is required, but the ID is optional)
- Click the 'Save Role' button to add this role to the list (Or click 'Cancel' to exit this menu without saving changes)
- In addition to adding roles, you may edit or delete role entries by using the icons under the 'Edit' and 'Delete' columns
Did you know: Each participant may be assigned one Facility, Department, and State. However, multiple Roles (Up to ten) may be assigned to a participant.
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