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Knowledge Center

Exposure Setup - Configure Custom Exposure Fields

Purpose Statement

The Custom Exposure Fields configuration allows administrators to modify how exposure data fields appear and behave within Exposure Reports. This includes renaming field labels, making fields required, and managing selectable options to align with agency-specific workflows and reporting needs.

Background Information

Within Field Management, administrators can configure Exposure Custom Fields to ensure consistent and accurate data collection.

Key capabilities include:

  • Renaming field labels for clarity
  • Setting fields as required for compliance
  • Managing dropdown or selectable field options
  • Customizing how users interact with exposure data fields

Some fields include a Field Options tab, allowing further control over selectable values.

Required Permissions

Users typically need:

  • Exposure Setup Access
  • Field Management Permissions
  • Custom Field Configuration
  • Administrative Access (recommended)

Permissions may vary by agency configuration.

Video

Step-by-Step Guide

1. Navigate to Exposure Setup

  1. Go to the Health & Wellness module.
  2. Select Exposure Setup from the menu.

 

2. Open Field Management

  1. Select the Field Management section.

 

3. Customize an Exposure Field

  1. Select the + Add button.
  2. This allows you to manage Exposure Fields.

Note:
You can rename field labels, control required fields, and manage selectable options where applicable.

 

4. Select a Field to Configure

  1. In the Field Name dropdown:
    • Begin typing to filter, or
    • Scroll to locate the field
  2. Select the field you want to configure.

 

5. Update Field Label and Required Setting

  1. In the Label field:
    • Enter or update the name displayed to users
  2. To make the field mandatory:
    • Check the Required box

 

6. Access Field Options (If Applicable)

  1. Select the Field Options tab (only available for certain field types).
  2. Use this tab to further customize selectable values.

 

7. Manage Field Options

  1. Within the Field Options tab, you can:
    • Reposition options using the six-dot handle (drag and drop)
    • Activate/Deactivate options using the Active toggle/column
    • Edit options using the pencil icon

 

8. Edit an Existing Option

  1. Select the pencil icon next to an option.
  2. In the modal:
    • Update the option name
  3. Save your changes.

 

9. Add a New Option

  1. Select the Add Option button.

 

10. Define New Option Details

  1. For each new option:
    • Enter a unique Code
    • Enter a descriptive Name
  2. Save the option.

Best Practices

  • Use clear, user-friendly labels that match agency terminology.
  • Only mark fields as required when necessary for compliance or reporting.
  • Keep dropdown options concise and relevant to avoid user confusion.
  • Regularly review and clean up inactive or outdated options.
  • Use consistent naming conventions for option codes and names.

Troubleshooting & FAQs

Why don’t I see the Field Options tab?
Only certain field types (such as dropdowns) support configurable options.

Why can’t I edit some fields?
Some system fields may have limited customization based on configuration.

What happens when I deactivate an option?
The option will no longer appear for selection but remains in historical records.

Can I make a field required after it has been used?
Yes, but it will only apply to future records, not past entries.

Why should I use unique codes for options?
Unique codes prevent duplication and ensure proper data tracking and integration.