Configuring Access Request user-defined fields

Use the User-defined Fields editor to define additional fields that apply to Access Requests. You can configure Access Request user-defined fields (UDFs) to provide a Requester with additional fields that they must complete before submitting an Access Request. These Access Request UDFs display in the Additional Details tab in the Access Management Portal.

Example:

Your site may require that personnel complete health and safety training before entering an area. You can configure an Access Request UDF logical field type so that the Requester can confirm their completion of health and safety training, before they submit an Access Request. You have the option to make these fields mandatory or optional.

For more information about User-defined Fields, refer to the C•CURE 9000 Software Configuration Guide.

Note: If you are using Access Management in an enterprise environment, during Multi Version mode, the Access Request UDF is not available for selection until all SAS's have been upgraded to version 2.60. The Access Request UDF is available for selection after the last SAS has been upgraded to version 2.60.

For more information about Multi Version mode in an Enterprise environment, refer to the C•CURE 9000 Enterprise Architecture Guide.

  1. In the Navigation pane, select Configuration.
  2. From the Configuration pane list, select User-defined Fields.
  3. Click the Go Search icon to open a dynamic view showing all clearances.

    OR

    Click New.

  4. In the Name field, type the name that you want the field to have in C•CURE 9000. This is not the name that is displayed in the object editor and in other views.
  5. In the Description field, type a description for the field.
  6. In the Customer Label field, enter text to specify the name for the field.
  7. To specify the language that this Customer Label is used for, from the Language field drop-down list, select a language.
  8. From the Field Type list, select a field type .
  9. Click the Object Type list and select Access Request .
    Note: You cannot specify Mandatory Settings and Uniqueness in the Field Attributes tab. You can configure mandatory settings for Access Request user-defined fields in the Access Request Site editor.
  10. On the Character Restrictions tab, specify a default value for the user-defined field. The value you choose must be valid for the field type. For example, you cannot specify a character string if the user-defined field type is logical.
    Note: You cannot create a mask for a character field for the Access Request user-defined field.
  11. Click Save and Close.