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