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Configure Drop Downs
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| Quick Steps Example: Editing a Drop Down
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| 1. | Open the System Functions module by selecting the System Functions tab in the main menu.
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| 2. | On the vertical menu select Set-Up, then select Edit Forms.
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| 3. | In the Recording Form drop down, select the Recording Form where the drop down appears.
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| 4. | In the Section drop down, select the Section where the field appears.
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| 5. | Find the field that has the drop down you wish to edit. Select the Edit Drop Down link.
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| 6. | Select the Add button.
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| 7. | Enter the new value in the blank field and select the
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| 8. | Select the Save button.
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| · | Department: The department drop down should be populated with values that are uniform through out your organization. For example departments could be: Security, Maintenance, Safety, Operations, etc. The drop down is used in the Incident Details section of the Employee, Supervisor, Safety and Security forms, in the Basic Information section of the Safety Inspection, Hazard, Corrective Action and Security Inspection form and in the Resolution & Responsibility section of the Corrective Action form.
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| · | Manager/Responsible Party: Manger/Responsible Party drop down should be populated with all persons who are managers or who could be identified as the responsible party for a corrective action. An email address and facility must be identified for each value in the drop down. The email addresses are used for the email alerts. Values can be assigned to a specific facility or to all facilities. If a facility is identified only associated values will appear. The drop down is used for the manager field which appears in the Basic Information section of the Safety Inspection form and in the Resolution & Responsibility section of the Corrective Action form.
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| · | Investigator: The investigator drop down should be populated with all persons who could investigate a corrective action or hazard. An email address and facility must be identified for each value in the drop down. The email addresses are used for the email alerts. Values can be assigned to a specific facility or to all facilities. If a facility is identified only associated values will appear. The drop down is used for the investigator field which appears in the Basic Information section of the Corrective Action form and the Hazard Evaluation section of the Hazards form.
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| · | Instructor: The instructor drop down should be populated with all persons who could instruct a training class. The drop down is used for the instructor 1 and instructor 2 fields which appear in the Class Roster section of the Training Class Schedule form.
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| · | Training Location: The training location drop down should be populated with all training locations. The drop down is used for the location field which appears in the Class Roster section of the Training Class Schedule form.
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| · | Section: The section drop down is a dependent drop down of facility, thus each value can be assigned to a specific facility or to all facilities. If a facility is identified only associated values will appear. All fields that use the location drop down are disabled on all forms. If the fields were available the drop down would be used in the Incident Details section of the Employee, Supervisor, Safety and Security forms and in the Basic Information section of the Safety Inspection, Hazard, Corrective Action and Security Inspection form.
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| · | Location: The location drop down is a dependent drop down of section, thus each value can be assigned to a specific section or to all sections. If a section is identified only associated values will appear. All fields that use the location drop down are disabled on all forms. If the fields were available the drop down would be used in the Incident Details section of the Employee, Supervisor, Safety and Security forms and in the Basic Information section of the Safety Inspection, Hazard, Corrective Action and Security Inspection form.
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| · | Streets: The streets drop down should be populated with all streets where safety related incidents could occur. The drop down is used for the location on and location at fields which appear in the Incident Details section of the Employee, Supervisor, Safety and Security forms.
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| · | Incident Type
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| · | State
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| · | Weather
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| · | Lighting
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| · | Vehicle Actions
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| · | Collision Type
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| · | Type of Person
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| · | What Body Part Was Affect
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| · | Cause Classification
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| · | Security Type
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| · | FBI Security Category
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| · | Type of Hazard
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| · | Hazard Evaluation
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| · | Training Class Category
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| · | Training Delivery
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