Glossary for the Data Entry Fields Page
Name | Description and Use |
Case Record Tabs Pull Down List | Names of tabs that make up the case record in NCAtrak. |
NCA Required | When checked, this means the selected field will always be visible for all CACs using NCAtrak and that this field cannot be empty/null when saving changes. Only NCA Admins can edit this. |
NCA Visible | When checked, this means the selected field will be visible for all CACs using NCAtrak but does not mean that the field must have a value. Only NCA Admins can edit this. |
CAC Required | When checked, this means that the selected field will always be visible for your CAC and that this field cannot be empty/null when saving changes. Security Officers and users with access to edit the Data Entry Fields can edit this setting. |
Action Column | Contains all the links you need to save, edit, or cancel data entry in each row of the table. |
Field Description Column | Includes a brief description of what the field is designed to collect. |
Data Entry Fields | Field on the screen where specific information is to be entered or selected from a pick list. |
Default Data Field Names Column | Contains the name that will display on the case tab unless you modify it.
NOTE: Names of table column headings are not editable because changing the name/purpose of the data field could negatively impact the functionality of your reports and other automatically tabulated displays.
|
Visible Column | Indicates whether the field is set to be displayed or hidden (removed) for your CAC but this does not mean the field must have a value. |
Field Name for My CAC Column | Contains the names given to data fields to replace the default name. |
Type | A custom field can be a pick list, a text field, a long text field, a date, or check boxes. |
Custom Fields | Custom fields are provided for you to collect whatever information you desire. All custom fields will hold up to 200 characters |
Default Label Hyperlink | When clicked, this hyperlink will restore the original Default Field Name for the field you are editing. |
One of the new features in trak is the ability of a CAC to make a field required or not and to either make it visible or hide it. The CAC’s Security Officer is able to make this changes that will apply for everyone accessing trak at his/her CAC.
Figure 1. Required and Visible Options for Data Fields
To edit or customize the fields in trak for your CAC, go to Data Entry Fields under Administration on the left-hand side menu of trak and click on it.
Figure 2. Data Entry Fields on the Administration Menu
Edit Data Entry Fields
Once you are on the Data Entry Field Configuration page, select the Case Record Tab you want to
modify from the pull down list.
Click “Edit” beside the field name you want to edit. Note that the Data Fields are listed on the
screen in the order that they appear on the case tab you have selected.
Figure 3. Selecting a Case Record Tab and Editing Fields
Review the Data Field Description for this field. Be sure that the new name you enter is appropriate for this data field. An example of an appropriate Data Field Name change would be changing “CPS Case Number” to “DCS Case Number.”
Enter the name you want to use in the “Field Name for my CAC” column. Click “Update” to save your change, or click “Cancel” to forego the change.
Figure 3. Changing a Field Name for My CAC
Restore the Default Name to a Field
Select the Case Record Tab you want to modify from the pull down list.
Click “Edit” beside the field name you want to edit. Note that the Data Fields are listed on the screen in the order that they appear on the case tab you have selected.
In the “Field Name for my CAC” column, type the text shown in the “Default Field Name”
Click “Update” to save your change, or click “Cancel” to forego the change.
Figure 4. Changing Field Name for My CAC back to the Default field Name
Remove/Hide a Data Field
Select the Case Record Tab you want to modify from the pull down list.
Click “Edit” beside the field name you want to edit. Note that the Data Fields are listed on the screen in the order that they appear on the case tab you have selected.
In the “Visible” column, uncheck the check box.
Click “Update” to save your change, or click “Cancel” to forego the change.
Figure 5. Hide a data field by unchecking the “Visible” checkbox
Restore a Data Field
Select the Case Record Tab you want to modify from the pull down list.
Click “Edit” beside the field name you want to edit. The Data Fields are listed on the screen in the order that they appear on the case tab.
In the “Visible” column, check the check box.
Click “Update” to save your change, or click “Cancel” to forego the change.
Figure 6. Restore a data field by checking the “Visible” checkbox
Create a Custom Field
Select the Case Record Tab you want to modify from the pull down list.
Click “Edit” beside the field name you want to edit.
Select the “Type” of custom field from among the following choices:
• Text: 50-character limit
• Long Text: unlimited text
• Pick List: drop down list of choices (create the list choices on the pick list page)
• Check Box List: list of choices with check boxes to check/uncheck (create the list choices on the pick list page)
• Date: formatted to use a date as the data in the field
Enter data field name in the “Field Name for my CAC” column.
Check the “Visible” checkbox to make the field display on the case tab.
Click “Update” to save your change, or click “Cancel” to forego the change.
Figure 7. Creating a Custom Data Field
NOTE: The Data Fields are listed on the Data Fields table in the order that they appear on the case tab. It is not possible at this time to provide you with the ability to customize where the custom fields display within the tab. Typically, you will find them in the investigation or service section of the tab, and in the outcomes section of the tab.
Modify a Custom Field
To change a custom field from one type of custom field to another – for example, to change a pick list to a text field – select the Case Record Tab you want to modify from the pull down list.
Click “Edit” beside the field name you want to edit.
Make changes in the “Type” field.
Click “Update” to save your change, or click “Cancel” to forego the change.
Changes to the items displayed in a custom pick list or checkbox list are made from the Pick List page.
Figure 8. Modifying a Custom Data Field
IMPORTANT: trak will allow you to change from one to another type of field only if you have not entered any data in this data field on your cases. This is to ensure your data will not be corrupted with the change.
If your team has already entered data into the custom data field on any case record you will not have the option to change the Type field. Contact the trak Help Desk for assistance after following the steps outlined below:
Step 1: Find the data already entered:
• Go to Reports in the home page main menu bar, and select the Custom Page.
• Find the Custom Field Report in the Reports List and click ‘Run’.
• If you do not see the report in the reports list, click ‘Show trak Report Templates, ’find the report and click ‘Copy’. That will place the report in your list of Reports.
• The Custom Field Report will show you anything that has been entered into any custom field in your database. Locate the custom field that you are trying to modify.
Step 2: Determine what you want to do about existing data:
When you want the data removed:
• Go to the case records for each one that has data
• Delete the data.
• If it is a large amount, contact the Help Desk for assistance.
When you want the data saved but in a different type of custom field, check with the Help Desk to see if what you want to do is possible.
• Review the entries. Everything in the column will be changed into the new format. Do you see miss-spelled words, different entries that really mean the same thing but are slightly different? Notice the case record number of any that need to be cleaned up. Go to those cases and clean up the data.
• Once you have your data ready to convert, contact the trak Help Desk and request assistance.