Field Editor: Difference between revisions

From PRAMS Plus Wiki
Jump to navigation Jump to search
← Older edit
VisualWikitext
mNo edit summary
No edit summary
 
Line 1: Line 1:
A Field Name is required for all site records. To keep the Field Name spelling consistent throughout the database, these names are kept in Field Editor.
''All sites must have a regulatory field assigned to them. This process allows you to manage the fields and codes by state.''
----  
----  
◄ [[Site]]
◄ [[Site]]


Click on the Site heading from the main menu list at the top of every display and then click on Field Editor.


The following panel will appear where Field Names can be added, edited or removed.  
[[File:FieldEditorX3.png|right|border|500px]]


[[File:Field editor add.png|Field editor add.png]]
==== Where can I find it? ====


Clicking the Add button will bring you to the add new field window.  
You can find this process on the main menu under Site | Field Editor or by using the screen search at the top of the screen.


[[File:Add New Field.png]][[File:Editing Existing Field.png]]
==== How do I use it? ====


Clicking and existing entry then selecting Edit will bring up a similar window allowing for edits. Click Add to save this setup.
When the field editor screen is displayed it will list all of the currently defined fields. You may add, edit, and/or remove fields and their codes by using the buttons at the top of the screen. You may also click the column headers to sort by any of the columns.


Enter the desired Field Name, the state where the Field resides and any unique agency assigned code for that field. Depending upon the situation, Codes may be optional.
==== Adding a field ====


When you have entered all of the desired Field names, you will get a listing by State, Assigned Code, and Field Name.  
*Click the button labeled 'Add' at the top of the screen to open the Add Field popup window.
*Specify the name of the field, the regulatory code if needed and select the state the field is in from the dropdown.
*Click the button labeled 'Add' at the bottom of the popup window to add the field.


Clicking on any of these headings will alphabetize the listing based on which item you click on.
==== Editing an existing field ====
----


A second method for entering Field Names exists in Site Maintenance on the [[General]] tab.
*Select the field you wish to edit and click the button labeled 'Edit' at the top of the screen to open the popup edit window.
*Make the necessary changes to the name or code. The state may not be changed.
*Click the button labeled 'Save Changes' in the popup window to save your changes.


[[File:General field add.png|border]]
==== Remove an existing field ====
*Select the field you wish to remove and click the button labeled 'Remove' at the top of the screen.
*Click 'Yes' in the removal confirmation dialog that is displayed.


When creating a Site record and a name is not in the Field list, click on the search icon next to the Field data item.
==== Usage Notes ====
 
:The name of the field must be unique within a state.
Select from the list of existing Field names or click " Jump to Field Editor" at the bottom of the display.  
:Field codes should be assigned based on the agency requirements
 
:You may not remove a field record unless no sites are currently assigned that field.  
The Field Editor module opens, allowing the creating of a new Field Name.
 
When attempting to use a field name in any PRAMSPlus module, a warning will appear if a field name is entered incorrectly.




Copyright © {{CURRENTYEAR}} by PRAMS Plus LLC. All Rights Reserved.
Copyright © {{CURRENTYEAR}} by PRAMS Plus LLC. All Rights Reserved.

Latest revision as of 09:01, 3 June 2026

All sites must have a regulatory field assigned to them. This process allows you to manage the fields and codes by state.

◄ Site


Where can I find it?

You can find this process on the main menu under Site | Field Editor or by using the screen search at the top of the screen.

How do I use it?

When the field editor screen is displayed it will list all of the currently defined fields. You may add, edit, and/or remove fields and their codes by using the buttons at the top of the screen. You may also click the column headers to sort by any of the columns.

Adding a field

  • Click the button labeled 'Add' at the top of the screen to open the Add Field popup window.
  • Specify the name of the field, the regulatory code if needed and select the state the field is in from the dropdown.
  • Click the button labeled 'Add' at the bottom of the popup window to add the field.

Editing an existing field

  • Select the field you wish to edit and click the button labeled 'Edit' at the top of the screen to open the popup edit window.
  • Make the necessary changes to the name or code. The state may not be changed.
  • Click the button labeled 'Save Changes' in the popup window to save your changes.

Remove an existing field

  • Select the field you wish to remove and click the button labeled 'Remove' at the top of the screen.
  • Click 'Yes' in the removal confirmation dialog that is displayed.

Usage Notes

The name of the field must be unique within a state.
Field codes should be assigned based on the agency requirements
You may not remove a field record unless no sites are currently assigned that field.


Copyright © 2026 by PRAMS Plus LLC. All Rights Reserved.

Retrieved from "https://wiki.pramsplus.com/w/index.php?title=Field_Editor&oldid=2075"