Building Selection list

The employer can build "Drop-down" pick lists and change the field description for three fields on the Incident Report Form.

• "Occupation Description" - found in the Employee Information category
• "User Defined Text 1" - found in the User Defined Fields category
• "User Defined Text 2" - found in the User Defined Fields category

Users can then complete the incident form more quickly and accurately while using standard terminology company wide.

Function description

• The lists are defined at the Employer Level only
• All "Admin" users can edit the list in the Setup Select Form
• Previous entries into incident records will not be visible if not in the list
  • Run a report including old records' employee occupations before creating a list
• List sub-categories can be defined by non-selectable header titles
• List items must have 30 or less characters including spaces
• You can define and change the order of the items in the list

Step by Step - building a selection list

Sample - Occupation Description

• login
• Manage
• Setup
• Select "Osha/WC"
• Build Selection Lists
• Select Data Field - OccupationDescription
• Next
• Field Description - Enter a custom value if needed
• In Red Box enter a list item
• If item is a category name select "Header"
• Insert
• Add more items repeating the process
• Save your work often. Save will stay in the List Builder Form