Managing Custom Fields

This article explains how to set up and use Custom Fields in Encompass® to track information not already included in the system. Administrators can access these fields by navigating to Setup > Maintain Custom Field Labels and selecting the appropriate file type—Unit, Employee, Accident/Incident, or Applicant—to edit. Users can add up to 10 Custom Fields per file and save them for use in Custom Lists and Employee Reports. Not all fields need to be utilized, allowing flexibility based on organizational needs. Once saved, the Custom Fields appear in the designated section of the corresponding file.

 

To setup the custom fields, go to Setup from the dropdown menu in the upper right.

 

Scroll down to the Maintain Custom Fields box and select Maintain Custom Field Labels.

 

Custom fields are available in four files: Unit File, Employee File, Accident/Incident File, and Applicant File. Select Edit next to the file to add the custom fields for.

 

Enter the custom field(s) and select Save. Not all custom fields need to be utilized.

 

The custom fields will then be available in the custom field section of the respective file.