The Global Fields are drop-down menus to be used across the system. The standard set of Global Fields is: Country, Location, Department, Process, Product, Document Status, Supplier and Customer. Beyond these fields, the superuser can create new fields, which will then be available in all modules using Global Fields.
- Equipment management
- Risk Management
- Controlled Document
- Safety Inspection Vehicles
- The log
- Vehicle Register
We are working on getting all of the modules to function with these fields.
1.0 Edit and create global fields
1.1 To start, go to the «Super» module and select global fields.
1.2 From this menu, you will be able to:
- Add new drop-down menus
- Edit drop-down menus
- Delete drop-down menus
- Add values to a drop-down menu
- Delete values from a drop-down menu
- Edit values in a drop-down menu
- Deactivate values in a drop-down menu
- Merge values within a drop-down menu
1.3 To add a new drop-down menu to the list of Global Fields, you can use the Add new dropdown section at the bottom of the page.
If you choose to use a translation for the field name itself, click the Translation toggle and type in the name in each language. Click Create, and the new drop-down menu will appear appropriately in the alphabetised list of drop-down menus above.
2.0 How to edit or delete a dropdown menu.
2.1 Next to each drop-down menu, you will see two buttons appearing to the right as you mouse over the drop-down menu.
2.2 If a drop-down menu is not in use in any module and is not part of the standard drop-down menus, you can delete it by pressing the red bin button. You can also edit a drop-down menu by pressing the blue pencil button.
3.0 Add and edit values in the drop-down menu
3.1 Select a drop-down menu and click the «Add new» button. Select whether you want to use the translation for this value and click save.
The new value will be added at the bottom of the list.
3.2 To edit a value within a drop-down menu, click the little edit icon next to the value you wish to edit (see the tiny red circle at the bottom of the picture).
You can then edit the name of this value (in both languages if you selected translation at the outset), and turn on or off translations. You are warned that any changes will affect all modules in which this value is used.
4.0 Delete or deactivate values in a drop-down menu.
4.1 You can delete by clicking the red bin next to the value. You will be warned that this will affect all modules in which the value is in use, and requested to confirm.
If you want to deactivate a value, click the deactivate icon next to the value. This will result in the value remaining throughout the system, but it will be tagged as deactivated behind the name of the value. You are not able to select a deactivated value for future use, so if you edit an item with a deactivated value you will be forced to select an active value to replace it.
5.0 Merge values within a drop-down menu
5.1 If you are reorganising your organisation or want to merge several fields, you can press the merge icon.
You can use this icon to select two or more values, and then a Merge button will appear, as shown in the image.
5.2 When you click the Merge button, you can select a new name for this merged value.
You are warned that merging will overwrite the current values everywhere.
On the left-hand side, you can choose to deselect some values if you clicked too many or clicked one by mistake.
5.3 On the right-hand side, you choose the new name for the merged field. You have the option here to select the name of one of the selected fields or to give it a brand-new name. A new name can be given with or without translation.
Click ok to finalise the merge. The new value will instantly be propagated out to all modules where they are in use.