Q&A's about Custom Fields

Q&A’s Help guide for Custom fields



This Q&A guide covers the Custom Fields functionality and covers the following:
  1. When to use custom fields?

  2. How to create custom fields?

  3. Where to find custom fields in reports?



When to use custom fields?

Custom fields can be used as way to capture more information from the learner, these can be tailored to what additional information you require from the learner, below is an overview of how you can capture this information using the Custom field’s function.

How to create custom fields

1. Log into eAssessor Pro using your email address and password, once logged in select the Admin option on the left of the page.



2. This will display a list of options within Admin, from the list shown select the Custom Fields option.



3. The Custom Fields page will be displayed, to add a new custom field click on the Add button on the right under Actions.



4. Once the Add button has been clicked, the Add Custom Fields page will be displayed. Complete the mandatory fields on the form, these are shown with a red asterix ( * ) next to them.



5. When you reach the Input Type field, you have various options to chose from, these will be displayed in the drop-down box.


6. Once all the fields have been completed, click on the Save button this will add the new custom field to the system. This will then display a Record saved message. You also have the option to Delete the field you have just created. If you wish to delete the field just created click on the Delete button.



7. Once the field has been saved, click on the Custom Fields link this will take you to the Custom Fields page.



8. The Custom Fields page will be displayed.



9. To Add more fields, click on the Add button again and repeat steps 4 > 6 until you have successfully added all the custom fields that you require.



10. Once you have added all the custom fields click on the Home link from the Custom Fields page.



11. Once the Home link has been clicked you will be returned to the Home page.



Where to find custom fields in reports

1. Assuming you have logged into eAssessor Pro, and you have sufficient privileges you can view Reports. To view a Report, click on the Reports option.



2. From the options shown select the Reports option.



3. Once the Reports option has been selected a list of pre-configured reports are available to use. To view the custom fields data, you need to select the Learner Progress Report.



4. Click on the Learner Progress Report. Once clicked the learner progress information will be displayed.



        5. From the Filters on the right-hand side of the page click on Search and then click on the Export button.



       6. Once you have clicked  on the Export button a Download pop-up window will be displayed, click on the Save As option. This will save your report to your local machine.




      7. Open the report up using Excel (this is a snippet of what a report could look like).




8. On closer inspection of the report, you can see the two custom fields we added, these are added to the end of the columns.



9. To exit the Learner Progress Report, click on the Home button on the left.



10. Home dashboard.



11. To logout of the system, click on the profile icon in the top right of the page, then click on Logout, this will log you out of the system and take you back to the eAssessor Pro login page.




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