Managing Custom Fields

This article explains how to create and manage Custom Fields in Encompass® to capture additional information not included in standard system fields. Administrators can access these Fields via Settings > Maintain Custom Field Labels and add fields to one of 4 file types: Unit, Employee, Accident/Incident, or Applicant. After entering the desired Custom Fields and saving, they become available for use in Custom Lists and Employee Reports. This feature allows organizations to tailor Encompass® to their specific data tracking and reporting needs.

---

There are 10 additional custom fields that can be set up in Encompass.  These are typically used for fields not already in Encompass.  Custom Fields can be used for Custom Lists and Employee Reports.

 

To setup the custom fields, go to Settings 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. Hover and elect Edit next to the file to add the custom fields for.

 

Enter your desired custom field(s) and select Save.

 

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