Configuring visit user-defined fields

Use the User-defined Fields editor to define additional fields that apply to visits and Visit Sites. You can configure visit user-defined fields (UDFs) that are used to add additional information about a visit. After you create a Visit UDF field, it appears in the Visit editor, and the dynamic view, queries, reports and export files.

You can use the Visit Site editor to select which Visit UDFs are available to Hosts in the Visitor Management application in C•CURE Portal. For more information see, Visit Site editor - General tab.

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

Note: If you are using Visitor Management in an Enterprise environment, during Multi Version mode, the Visit UDF is not available for selection until all SAS's have been upgraded to v2.60. The Visit UDF is available after the last SAS has been upgraded to v2.60.

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. In the Configuration pane list, select User-defined Fields.
  3. Choose between:
    • Click Go Search to open a dynamic view showing all clearances.
    • Click New.
  4. In the Name field, type a name for the user-defined field. This is not the name that is displayed in the object editor and in other views. The name must be unique and cannot contain spaces.
  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 that appears in the C•CURE Portal, Object editor, Report, Queries, and elsewhere in C•CURE 9000.
  7. To specify the language that this Customer Label is used with, from the Language field list, select a language.
  8. From the Field Type list, select a field type.
  9. From the Object Type list, select Visit.
    Note: You cannot specify Mandatory Settings and Uniqueness in the Field Attributes tab. You can configure mandatory settings for visit user-defined fields in the Visit 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 visit user-defined field.
  11. Click Save and Close.