Creating Tracking Fields
Tracking Fields
A Tracking Field is a new type of custom question that can be answered when taking attendance. Tracking fields can be assigned to any attendance-enabled report. Once assigned, the field will be available for use as part of all attendance sheets created from the assigned report.
NOTE: A report must be attendance-enabled in order to assign Tracking Fields to it.
- 1
-
Click on the
Organization tab.
- 2
-
Select
Tracking Fields from the menu on the left.
- 3
-
Here, you can view your existing
Tracking Fields. To create a new Tracking Field, select
Create Tracking Field on the top right corner of the page. You can create as many
Tracking Fields as you'd like but only eight fields can be assigned to a single report at any given time.
- 4
-
In the pop-up box, enter the name of the Tracking Field and select the field type. There are 3 types of field types:
- Numeric (Whole Numbers only): Only numbers can be entered in the text box.
- Text Field: a small text box for one line of text
- Single Choice: Select only one answer from a pre-defined list
- 5
-
Once done, hit
Save.
- 6
-
Once a
Tracking Field is created, you will need to assign it to a report in order to use it. You can do this in the pop up immediately after creating your field:
or on the Tracking Fields tab under Organization by clicking on the number under Assigned to Reports:
- 7
-
Check off the Reports you wish to assign your
Tracking Field to and then click on
Save.
- 8
-
Once done assigning your
Tracking Fields to your
Reports, you and your users will be able to start tracking information when taking attendance.
To learn how to use Tracking Fields, read our Knowledge Base Article HERE.
