Summary Fields Tab
To add a new Summary Field:
- From the main menu, click System Setup, then click Company Settings.
- Click on the Summary Fields tab.
- Click the Add New Field button.
- Insert your cursor in the Name field and enter the name of the new field. (This field is mandatory.)
- From the Field Type dropdown list, click the down arrow and select the type of field you want.
- If you select Radio Button Group or Drop-Down Group, the Options box to the right will activate. Insert your cursor in the Options box and type the item you wish to appear first in your list. Press Enter on your keyboard. Repeat until all desired choices have been entered.
- If you wish to make it mandatory that users complete the field, click in the Is Required box.
- Click Save on the toolbar.
- On the Summary Fields tab, beside each field type, click in the Subject, Appraiser, or Multi box to assign this field to that user type.
- Click Save on the toolbar.
- Continue adding customized Summary Fields by repeating steps 2 through 10.
- Click Save on the toolbar.
To edit or delete a Summary Field:
- From the main menu, click System Setup, then click Company Settings.
- Click on the Summary Fields tab.
- Click either the Edit icon or the Delete icon beside the field you wish to edit or delete.
- If you choose Edit, the Name, Field Type, Is Required, and applicable Options will appear. Make your edits and then click Save on the toolbar.
- If you choose Delete, a warning box will appear asking if you are sure. Click Yes to confirm the delete or Cancel to return to the Summary Fields screen.
- Click Save on the toolbar.
To change the order in which Summary Fields display at the end of the appraisal:
- From the main menu, click System Setup, then click Company Settings.
- Click on the Summary Fields tab.
- In the Order field beside the field you wish to move, click on the arrow pointing up if you wish to move the field up, or on the arrow pointing down if you wish to move the field down.
- Click Save on the toolbar.
