Exposure Setup - Configure Custom Exposure Fields

Exposure Setup - Configure Custom Exposure Fields

Purpose Statement

  1. This article explains how to manage and configure custom fields within the Exposure Setup area of the Health & Wellness module. Custom Exposure Fields allow agencies to tailor data collection to meet organizational and compliance needs.

Background Information

  1. The Exposure Setup section enables customization of specific data fields used in Exposure Records. Agencies can rename field labels, control which fields are required, and manage selectable options where applicable.

Prerequisites

  1. Access to the Health & Wellness module
  2. Permission to manage Exposure Setup 

Video


Step-by-Step Guide


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


Navigate to Health & Wellness module and select Exposure Setup



Step 2: Collapse/Expand Exposure Custom Fields
  1. Click the collapse/expand icon to show or hide the Exposure Custom Fields section.


Selecting this icon will collapse the Exposure Custom Fields



Step 3: Filter Exposure Custom Fields
  1. Click the filter icon to begin narrowing the list of custom fields.


Filter any created Exposure Custom Fields by selecting on the icon



Step 4: Search for a Specific Field
  1. Use the Search bar to type in the field name or scroll to locate it manually.
  2. Click Apply to filter the field list.


Using the Search bar begin typing or you are able to scroll to locate the exposure field to filter. Once field is located select Apply to then filter your list.



Step 5: Clear Field Filters
  1. To clear filters:
    1. Click the “x” next to the filtered field, or
    2. Select Clear Filters.


You are able to clear any filters by using the x next to the field or the Clear filters.



Step 6: Edit or Delete Existing Fields
  1. In the Actions column:
    1. Click the pencil icon to edit a custom field.
    2. Click the trash can icon to delete it.


Managing existing custom fields within the action column. Pencil icon to edit and the trashcan icon to delete.



Step 7: When Deleting
  1. A warning modal will appear.
  2. Click Delete to confirm and remove the custom field.


If deleting a warning modal will display select Delete to confirm.



Step 8: Add a New Custom Field
  1. Click + Add to begin managing a new custom field.





Step 9: Select Field Name
  1. In the Field Name dropdown:
    1. Begin typing to filter, or scroll to locate the field.
    2. Select the field you want to manage.


Within the Field Name using the dropdown to locate the field to manage by either typing to filter or scroll to locate.



Step 10: Customize the Label and Requirement
  1. In the Label field:
    1. Enter or update the name that should display to users.
  1. To make the field mandatory:
    1. Check the Required box.


Using the Label field you are now able to change or edit what will appear in the field.



Step 11: Use the Field Options Tab (If Applicable)
  1. Some field types will display a Field Options tab for further customization.


Certain fields may have a Field Options tab to select.



Step 12: Manage Field Options
  1. In the Field Options tab, you can:
    1. Reposition options using the 6-dot handle to drag and drop.
    2. Activate or deactivate options in the Active column.
    3. Edit options using the pencil icon in the Actions column.

Within field options you are able to reposition, set as active, edit or add options



Step 13: Edit an Existing Option
  1. Click the pencil icon to open the edit modal.
  2. Update the name and save changes.


When editing an existing option a modal will display and you are able to edit then edit the information.



Step 14: Add a New Option
  1. Click the Add Option button.


To begin creating custom options select the Add Option button.



Step 15: Define Option Details
  1. For each new option:
    1. Enter a unique Code.
    2. Provide a descriptive Name.
    3. Save the option.


When adding a new option you must give the option a code and a name.

Best Practices

  1. Standardize naming conventions for custom fields and options to ensure consistent reporting.
  2. Use required fields only when the information is critical, to avoid unnecessary documentation burdens.
  3. Only add custom fields that are necessary for operational, compliance, or analytical purposes. Too many fields can overwhelm users.

Troubleshooting & FAQs

I don’t see the Field Options tab. What should I do?
  • Not all field types support options. Only fields such as dropdowns or multiselects have configurable options.
Can I change the order of field options?
  • Yes. Use the six-dot drag icon within the Field Options tab to reposition options.
How do I make a field optional again?
  • Edit the field and change the Required toggle to unchecked.
Why are my new dropdown options not showing up?
  • Ensure the new options are marked as Active in the Field Options section.



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