You can add a demographic field to AdmissionsPlus and set its specifications, such as whether the field is mandatory or linked to a requirement, by following these steps:
- On the left navigation menu, click Setup Center.
- Click Demographic Fields.
In the left panel, click the page you want to add the field to.
- Click an available field.
For the field specifications in the right panel, refer to the table below:
Demographic Field Specifications Name Type the field name. Description Optional: Type a description of the field. Field Type
Choose the type of data that can be entered for the field. For example, if the field is Tour Date, you can choose the Date field type, ensuring users enter data in the mm-dd-yyyy format.
Select the Household check box to have the data entered for the field for a prospect be entered for all other prospects in their household.
Select the Mandatory check box to make the field mandatory. You will not be able to save data entered for other fields if a mandatory field is empty.
Select the No Duplicates check box to prevent prospects having the same data for the field. A warning message appears if you try to save data that has been entered for another prospect.
Select the Alert Field check box to add an alert icon to the Prospect Card if the prospect has data in the field. You can click the alert icon to view the data.
Select the Auto Alert check box to have an alert message appear when you click a prospect who has data in the field.
Select the Requirement Linked check box if the field is linked to a requirement. For example, if the field is named Application Submitted, and
that's a requirement for your admissions process. Choose the requirement the field is linked to from the drop-down list, and then click Set Requirement Validation List (Edit Entries) to create the list of data that can be selected for the field. For the previous example, the list could be Yes and No.
Choose who can enter data for the field (Not Validated, Anyone, or Supervisor Only). If you validate the field, click Set Validation List (Edit
Entries) to create the list of data that can be selected for the field.
Choose a field case. Data entered for the field changes to the selected case when saved.
Optional: Type the data you want automatically entered for the field. For example, if most or all prospects live in the United States, you can have United States automatically entered for the Country field. You can edit the field data for the few prospects who differ.
Optional: If the field is validated, choose a chart type to create a dashboard chart with the field's data.
- In the upper-right of the page, click Save.