Configure Fields, Rules, and Options

Fields

1. To configure a list field, click Admin. Click either Fixed Fields or User-Defined Fields, depending on admin requirements.
   
   
   
2. To configure a fixed field, click "Configure" beside the appropriate field.
   
3. A window will pop up to allow you to add, delete an item or adjust the list order.  To add an item, enter the value and click Add. Color Coding and Style Coding can be enabling by clicking the appropriate checkbox. The colors (for color coding) and fonts (for style coding) can be set. Click Save.
   
    
   
4. To add your own User-Defined Fields,click User-Defined Fields in the Admin menu, enter the field name, and select the type. You can also configure these same manner as mentioned above. You can later return to the admin screen in order to temporarily deactivate a field if needed. Click Add.
   
   
   

Options

1. By selecting Options in the Admin menu you can configure the main list screen. You choose which fields to display, the number of cases to show per page, and the system for prefix names for each case that is entered. Click Save and Continue. Simply click Finished if you have completed all admin configurations.
   
   
   
   

Rules

1. To add rules to your project, such as user notifications when cases are entered, click Add Rules.
   
2. A window will pop up to allow you to choose your options. Click Submit.
   
   
   
3. You can delete any of the rules at any time, as well as have as many rules as you like.  Click Finished to return to the main project screen