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