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Incident Field Management - How do I add, delete and hide 'fields'?
To add or delete register fields, navigate to Tools > Incident > Field Management.
- You will be presented with a list of existing registers.
- Click on the 'Edit' button beside the relevant register to open the 'Register Editor' page.
- Next, click on the relevant tab you wish to customise.
1. To add a new field
At the bottom of each section, you will see a blue 'Add field by type' button. Simply select a relevant field type from the available list, as shown below:
- Text Input
- Textbox
- Single Select
- Multi Select
- Radio Button
- Date Picker
- File Upload
- Once the field has been added, click the 'Pen' icon to edit it:
- From here, you will be able to edit the Field Name; also, for Single Select, Multi Select and Radio Button Field types, you can enter new drop-down options for both the Register and Survey Text.
- To add new drop-down options, click the green 'Add Option' button, and a 'New Option' drop-down will appear.
- Click on the Register Text and Survey Text; delete the information shown, and add your own text.
- (See this article for further information on the difference between Register Text and Survey Text.)
- Remember to click the blue 'Tick' button to add your new option, and then select Save & Close.
2. To delete a field
- Simply click the 'Bin' icon beside the field:
- A warning message will appear asking you to confirm deletion.
- Be aware that, if the field you are deleting has already been responded to in a survey/data entity, the data will be lost.
- (Note: If the field has been added to an Incident Assessment, it cannot be deleted, but can be hidden - see point 3 below to find out how to hide a field.)
- Tip - you can check if the field has previously been responded to by searching within Incident Reporting:
3. To hide a field
- Click the 'Pen' icon, then uncheck the 'Visible' button which appears in the 'Edit Field' pop-up window.
- Remember to click Save & Close.
- Hiding the field will remove it from view within the main register page.
- Within Field Management, those fields that have the green spot are visible, and those with the red spot are hidden:
- Note: When you are finished customising the register, remember to save to the overall register by clicking Save at the top or bottom of the Register Editor.