User-Defined Screens & Fields
Enables you to create your own screens to record information not currently held anywhere else on the system. For example, you could design your own screen to record personal Identity Card details for each member of staff. It could hold information such as: identify card number, authorising body, issue date, return date, etc.
In addition to this, you can also set up your own extra fields against existing standard screens. For instance, you may want to include an extra field on the Employee Basic Details screen to hold car park permit numbers. These fields are attached to existing standard screens and data entered against them by the operator in the same way as standard input fields.
There are two types of screens available:
- Simple Screens - This type of screen allows basic data entry by the operator. You can define the number of fields on the screen, whether the individual fields require a mandatory entry by the operator, the type of data that must be entered, (e.g. dates, text, amounts), the minimum and maximum number of characters that can be entered onto the screen by the operator, and in what order the fields appear on the screen.
- Key Dependent Screens - This type of screen has the added capability of holding current and previous lines of information. This includes: defining the sequence in which the lines of historical detail are displayed, the number of fields contained on the screen and, within a Detail window, whether the individual fields require a mandatory entry by the operator, the type of data that must be entered, (e.g. Dates, Text, Amounts), and the minimum and maximum number of characters that can be entered onto the screen by the operator.
Each field can only hold a single entry at one time. This means that if the data held within the field needs to be updated in the future, the existing entry is overwritten. Therefore no record of the original data is stored. If you want to store the previous information as well as the current, then Key Dependent screens should be considered.
To set up user-defined screens:
- Create the user-defined screen using User-Defined Screens.
- Create a new task, or amend an existing task in Maintain Tasks to which the user-defined screen is attached. Use EMPPROCESS as the object if the user-defined screen is used to view employee details, as this prevents other users who are simultaneously viewing employee details from being locked out.
- Add the new task to an appropriate menu using Menus.
- Add the new task to the appropriate security profiles using Maintain Security Profile.
Set up user-defined fields for both simple screens and key dependent screens using User-Defined Fields.
You can set limits for the number of user-defined screens and fields using UDF Limits in System Control Maintenance.