Who Can Use It
Only Admin users can create and manage custom fields. Once created, they appear in the Additional Information section of detail screens and are visible to all user types. All data saved to custom fields is included in the Admin export file.
Enabling Custom Fields
To enable and manage custom fields:
Log in as an Admin user.
Go to the Admin area.
Click on the Custom Fields tab in the left menu.
If this tab is not visible, it may not be enabled or part of your subscription. Contact Tracker support.
Creating a Custom Field
From the Custom Fields tab, select the resource (e.g., Risk, Cause, Consequence, Mitigation) where the custom field will be used.
Click Add New.
Enter:
A field name
An optional description (visible to users on hover)
Select a field type:
Short text
Long text
Dropdown (single-select)
Multi-select checkboxes
Yes/No
For dropdown or checkbox types, enter the available options.
You can drag-and-drop options to reorder them.
Click Save.
Note: Once created, field types cannot be changed. You must delete and recreate the field if you need to change its type.
Editing Custom Fields
You can edit the name or description of a field after creation.
You can add new options to dropdowns or checkboxes later.
Viewing Custom Fields in Detail Screens
Navigate to a resource with a configured custom field (e.g., a Consequence).
Scroll to the Additional Information section to view or enter values.
Admins can reorder and expand this section by:
Clicking the ellipsis (...) in the top-right of the screen.
Selecting Configure.
Moving “Additional Information” higher and setting it to default expanded.
Admin Shortcut to Custom Fields
Admins can quickly access the custom fields setup by:
Clicking the ellipsis (...) menu on any detail screen.
Selecting Custom Fields.
If you have questions or need help planning how to best use custom fields, contact Tracker Support for a one-on-one session.
Key Terms: Custom Fields, Detail Screen Configuration, Admin Setup, Data Collection