Purpose Statement

The Field Management area within Exposure Setup allows administrators to manage and customize Exposure-related fields and questions. This helps agencies tailor exposure documentation to their operational needs by controlling labels, required fields, selectable options, question placement, answer types, and active status.

Background Information

Field Management contains two separate configuration grids:

• Exposure Custom Fields — used to customize specific data fields by renaming field labels, controlling whether fields are required, and managing selectable options
• Exposure Custom Questions — used to customize questions, determine where they appear, define how they are answered, and control whether responses are required

This setup supports agency-specific documentation requirements and helps standardize data collection across Exposure Reports.

Required Permissions

Users typically need permissions related to:

• Exposure Setup
• Field Management
• Custom Field Administration
• Custom Question Administration

Permission names may vary by agency configuration.

Video

Step-by-Step Guide

1. Navigate to Exposure Setup

1. Navigate to Health & Wellness.
2. Select Exposure Setup.

2. Open Field Management

1. From within Exposure Setup, select Field Management.

3. Review the Two Field Management Grids

1. The Field Management page contains two grids:
   • Exposure Custom Fields
   • Exposure Custom Questions
2. Use Exposure Custom Fields to:
   • Rename field labels
   • Control which fields are required
   • Manage selectable options
3. Use Exposure Custom Questions to:
   • Customize question text
   • Control where questions appear
   • Define how questions are answered
   • Require questions to be answered

4. Add a New Custom Field or Question

1. To begin creating a new Exposure Custom Field or Exposure Custom Question, select the + Add button.

5. Filter Existing Custom Fields or Questions

1. To search for existing custom fields or questions, select the Filter button.

6. Filter Exposure Custom Fields

1. In the Exposure Custom Fields grid, filter by Field Name.
2. Use the dropdown and scroll to find the field, or type in the Search bar.
3. Select Apply to set the filters.

7. Filter Exposure Custom Questions

1. In the Exposure Custom Questions grid, filter by:
   • Name
   • Section
   • Data Type
2. Use the dropdown and scroll to find the field, or type in the Search bar.
3. Select Apply to set the filters.

8. Edit or Delete Custom Fields and Questions

1. In the Actions column, select the appropriate icon to:
   • Edit (Pencil icon) a custom field or question
   • Delete (Trashcan icon) a custom field or question

9. Confirm Deletion

1. When deleting a custom field or question, a confirmation modal will appear.
2. Review the message and confirm the deletion if appropriate.

10. Review Deletion Restrictions

1. If a Custom Question has already been answered in an Exposure Report, it cannot be deleted.
2. An error message will display if deletion is not allowed.

11. Manage Active Status for Custom Questions

1. In the Is Active column, use the toggle to enable or disable a Custom Question.
2. When the toggle is enabled, the question will appear in an Exposure Report.
3. When the toggle is disabled, the question will not appear in an Exposure Report.

12. Adjust Pagination

1. Use the pagination dropdown to set the number of records shown.
2. Use Previous and Next to move through pages.

Best Practices

• Use clear naming conventions for custom fields and questions so users can easily understand their purpose.
• Regularly review active questions to ensure only relevant items appear in Exposure Reports.
• Filter before editing when managing a large number of custom fields or questions.
• Avoid deleting questions unless you are certain they are no longer needed.
• Disable questions instead of deleting them when you want to preserve historical reporting consistency.

Troubleshooting & FAQs

What is the difference between Custom Fields and Custom Questions?
Custom Fields are used to manage data fields such as labels, required settings, and selectable options. Custom Questions are used to create and manage agency-specific questions, their placement, answer type, and required status.

Why can’t I delete a Custom Question?
If the question has already been answered in an Exposure Report, the system prevents deletion and displays an error message.

What happens when I disable a Custom Question?
Disabled questions no longer appear in Exposure Reports, but historical responses remain in existing records.

How do I find a specific field or question quickly?
Use the Filter option and search by the available filter criteria for each grid.

Can I edit both Custom Fields and Custom Questions from the same page?
Yes. Both grids are available within Field Management, and each includes action options for editing and deleting.