Training Setup: Field Management
Videos
Purpose Statement
The Field Management tool allows administrators to designate specific fields as required during the course or class creation process. This ensures that essential information is always captured, improving data consistency and compliance.
Background Information
When building training classes or courses, not all fields are mandatory by default. The Field Management feature gives departments control over which fields should be enforced as required, helping standardize data entry across training records.
Step-by-Step Guide
Searching and Filtering Field Management
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Navigate to Training > Setup > Field Management.
Use the search filter at the top to find previously edited fields then select search:
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If the field has been customized, it will appear in the list.
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If it hasn’t, the search will return no results.
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Click Reset to remove all filters and display all currently customized fields.
Creating a Custom Required Field
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Select the Custom Field Management button.
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From the list of available fields (only fields that have not been customized will display), choose the one you want to make required
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Select the checkbox labeled Required.
Select Create.
Editing or Deleting a Custom Field
To edit a required field setting:
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Click the Pencil icon next to the field and modify the setting as needed.
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To delete the customization:
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Click the Trash Can icon. The field will revert to its original, non-required status.
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Bulk Deleting Custom Fields
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Select the checkbox next to one or more customized fields, then Click the Trash Can icon to delete the selected customizations. All selected fields will return to a non-required state.
Best Practices
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✅ Use Field Management to enforce data completeness on high-priority fields (e.g., Location, Date, Instructor).
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✅ Review required fields regularly to ensure they align with operational and compliance needs.
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❌ Avoid marking too many fields as required, which could slow down data entry or frustrate users.
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❌ Don’t delete a required field customization without confirming it’s no longer needed.
Troubleshooting & FAQs
Q: Why is a field missing from the customization list?
A: Only fields that have not yet been customized appear in the list for new customization. Check if the field is already required.
Q: Can I make a field conditionally required (e.g., only required for certain class types)?
A: Conditional requirements are not currently supported. All required fields apply globally once customized.
Q: What happens when I delete a required field customization?
A: The field will no longer be marked as required during course or class creation.
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