You are able to customize the fields that are on your personnel records through custom fields. For example, you may want to have your technician's license number on file or you may want to store your employees emergency contact name and number.
To create a custom field for your personnel records, please use the following steps:
- Navigate to your name in the upper right hand corner of ServiceBridge.
- Click on Personnel.
- Scroll down to the section called Custom Fields.
- Click "Add New."
In the Add Custom Field screen, fill out the form. Below, we have listed the meaning of each field:
Display Name: This is what the field will be called on the personnel record.
Settings Group: This dropdown will pull from the Custom Fields Groups which are also able to be set up in the Personnel settings. Custom Fields Groups allow you to categorize the custom fields into various sections.
Input Type: This will determine if the field will be a check box, a small box for a single line of text, a bigger box for a few lines of text or a drop down with various options to choose one.
Order: The order will determine where in the settings group this field is listed. The field that has "1" in the order field will appear first.
Description: This information will populate in the reports module to describe this field.
Once you have completed this form, click Create. The custom fields will now populate under the Custom Fields section of the personnel record.
You can access this by navigating to the Personnel page, clicking on the name of one of your employees and navigating to the Custom Fields section.