User-Defined Information

Adding a labor resource's user-defined information is optional and is completed in the Labor Information screen. Unless the user-defined information is added when a new labor resource is created, a labor resource must be selected from the View Resources screen.

 

Disclaimer: Do not include any personally identifiable information or personal data when entering information into the User Defined Field's Value text boxes. Management Controls, INC. (MCi) cannot be held responsible for any information in the User Defined Field's Value text boxes on any Track screens.

Add a user-defined information after saving a labor resource's information

  1. From the Labor Information screen, the User-Defined Fields and Values grid appears once the new labor resource's information is saved.

  2. From the User-Defined Fields and Values grid, click the Update icon on a line item to enable the Value text box.

  3. Enter the user-defined information into the Value text box.

  4. Click the Update icon to save and display the user-defined information in the User-Defined Fields and Values grid.

 

Add a user-defined information to a selected labor resource

  1. Click the Resources menu link to open the View Resources screen directly.

  2. From the View Resources screen, select an organization from the Organization drop-down list to display the available resources in the Resource Listing.

  3. From the Labor Resource Listing, click a labor resource to open the Labor Information screen, displaying the selected labor resources detailed information.

  4. From the User-Defined Fields and Values grid, click the Update icon on a line item to enable the Value text box.

  5. Entering the user-defined information is optional unless the fields are required. Ensure that any personally identifiable information or personal data are NOT included as user-defined information. Enter the user-defined information into the Value text box.

  6. Click the Update icon to save and display the user-defined information in the User-Defined Fields and Values grid.

  7. Repeat steps to add another user-defined information.

 

Edit a user-defined information

  1. From the User-Defined Fields and Values grid, click the Update icon on a line item to enable the Value text box.

  2. Make the changes to the user-defined information in the Value text box.

  3. Click the Update icon to save and display the modifications in the User-Defined Fields and Values grid.

 

Delete a user-defined information

  1. From the User-Defined Fields and Values grid, click the Delete icon on a line item. The delete confirmation pop-up message appears.

  2. Click OK to delete the selected user-defined information from the Value text box.

 

Related Topic

User-Defined Fields (UDF)