For adding custom data to PowerPro, there are a number of things you can track
This article will break down the various data types you can track, and where they are visible and modifiable
IMPORTANT NOTE: If your RTO tracks something in any custom field, and then later changes the labels on those fields (or the ordering of the fields), or starts tracking something different, you may have irrelevant data stored in these fields, due to the previous implementation.
We would advise that once you start tracking something with one of these fields, you stick with that to protect data integrity.
Custom Text Fields
There are ten custom text fields, called My Fields, that are attached to 'Enrolment' data.
These can be set up through the 'Configuration' Menu > 'Application Options' > 'Enrolments' tab (See 'My Fields', refer to below image)
These fields can be configured to optionally show and be required fields if you wish on your web enrolment form - if you have the PowerPro web plugin
The 'Use Lookup' means that previous entries will populate allowing you to select an option from a drop down list
These can be viewed on the 'My Fields' tab on the 'Enrolments & Results' view (only shows when enabled, refer screenshot below)
There are six custom text fields that are attachable to 'Client' data, these can also be found through the 'Configuration' menu > 'Application Options' > 'Clients' tab See 'Custom Fields'
These fields can be configured to optionally show on your enrolment grid on the 'Enrolments & Results' view
These can then be viewed on 'Enrolments & Results' view
Custom Check Boxes
There are two custom check boxes that are attachable to 'Enrolment' data, these can be found through the 'Configuration' menu > 'Application Options' > 'Enrolments' tab
These will display on the 'Enrolments and Results' view
Custom Dates
There are two custom dates that are attachable to 'Enrolment' data, these can be found through the 'Configuration' menu > 'Application Options' > 'Enrolments' tab. These will display on the 'Enrolments and Results' view
There are two custom dates that are attachable to 'Unit' data, these can be found through the 'Configuration' menu > 'Application Options' > 'Enrolments' tab
These will display on the 'Client Outcome' view and also can be viewed by changing the view option on the 'Enrolments & Results' view
Custom Tags
Tags can be set against clients and have custom labels and colours, multiple can be set and viewed against each client please follow the link to find out more CLICK HERE