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Health & Safety Custom Fields

This article explains how to create a Custom Field which can assist in the creation of new Incidents.

Updated over a week ago

The Custom Fields setting allows the user to create a custom area within the creation of an Incident Type, which can then be used in the creation of new Incidents within your Incident Register.

The Custom Fields section is accessed within the Settings tab.

How to Create a Custom Field:

Once you are on the Custom Fields page click the green “Add Custom Field” button on the right side of the page to start creating a Custom Field.

On this screen will be fields to be customized:

  • Data Type: Choose the type of data that will be entered within this custom field. (String, Text Area, Date, etc.)

  • Select Where To Display: You may choose if this custom field will appear in the Incident Detail section, or the Incident Investigation section.

  • Name: The name of your custom field.

Click the green 'Save' button at the bottom right of your screen.

Example within the Incident Types Creator:

To see your Custom Field, go to the Incident Types tab in Health & Safety.

Start the creation of a new Incident Type and scroll down to your Custom Fields section within either the Incident Details or Incident Investigation tabs (wherever you created the Custom Field.)

You will see your Custom Field within this section, allowing you to Tick or Untick to add to your Incident Type for use within the Incident Register.

When you use this Incident Type template within the Incident Register this Custom Field will be available for the user to fill in during their Incident creation.

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