Module Configuration - Reportable Information

PROPRIETARY

REVN/PUBL DT 02/20/2025  v4.202501


TABLE OF CONTENTS


Overview

Users must be a System Admin (SA) to be able to access the System Administration landing page to make needed configuration changes to the module.


The following do not apply for the Reportable Information module:

  • Cross Module Assignment Rules
  • Reminders
  • Rules for Ignoring Special Accesses and Caveats for Assignments
  • Sequences
  • System Parameters 
  • User Defined Fields (UDFs)


Drop-Down List Boxes by Tabs and the corresponding Profiles - Reportable Information Module


System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Incident Management tab > Reportable Information tab



Associated Documents Tab

Default Drop-Down Field NameCorresponding System Profile
Document TypeAssociated Document Type - Reportable Information



Reportable Information Tab

Default Drop-Down Field NameCorresponding System Profile
TypeDetail Type (Incident Management profiles tab > Incidents tab)
Source of ReportSource of Report (Incident Management profiles tab > Incidents tab)


Field Modification - Reportable Information Module


System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Reportable Information icon > SETUP SCREEN DETAIL screen > ASSET INFORMATION section


The Field Labels module allows you to:

  • Hide a field
  • Hide a field except for users with Update permission
  • Configure User Defined Fields (UDFs)
  • Designate a field as required
  • Rename a field
  • Change field formatting – Capitalize the entire field name, or capitalize the first character of each word


Profiles - Reportable Information Module


System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen> Incident Management tab:

> Reportable Information tab

> Incidents tab


System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Incident Management tab > Reportable Information tab
  • Associated Document Type - Reportable Information
System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Incident Management tab > Incidents tab
  • Detail Type
  • Source of Report



Permissions Reportable Information Module


System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Facility Level Permissions tab >REPORTABLE INFORMATION section