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.

Caution on custom data: 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 screenshot 1 below, number 3).

 

Screenshot 1 - Application Options - Enrolment Tab

 

  • These fields can be configured to optionally show (and even be required fields) on your web enrolment form (if you have the 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).

Screenshot 2 - Enrolment and Results screen - My Fields Tab

 

  • 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', refer screenshot 4, number 1). These fields can be configured to optionally show on your enrolment grid on the 'Enrolments & Results' view (refer screenshot 4, number 2). These can then be viewed on 'Enrolments & Results' view (refer screenshot 3, number 2).

 

  • Screenshot 3 - Enrolment and Results screen

 

Screenshot 4 - Application Options - Clients Tab

 

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 (See 'Flag 1 Label' & 'Flag 2 Label', refer screenshot 1, number 1 above). These will display on the 'Enrolments and Results' view (refer screenshot 3, number 4 above).

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 (See 'Date 1 Label' & 'Date 2 Label', refer screenshot 1, number 2 above). These will display on the 'Enrolments and Results' view (refer screenshot 3, number 3).

  • There are two custom dates that are attachable to 'Unit' data, these can be found through the 'Configuration' menu > 'Application Options' > 'Enrolments' tab (See 'Custom unit dates', refer screenshot 1, number 4 above). These will display on the 'Client Outcome' view (refer screenshot 5, number 1 below) and also can be viewed by changing the view option on the 'Enrolments & Results' view (refer screenshot 6).

 

Screenshot 5 - Unit/Module Client Outcome screen

Screenshot 6 - Enrolments and Results screen - Outcomes and Dates tab

 

Custom Tags

  • Tags can be set against clients and have custom labels and colours, multiple can be set and viewed against each client (refer screenshot 3, number 1). To set these tags, you can use the 'Configuration' menu > 'Application Options' > 'Clients' tab (See 'Client Tags' button, refer screenshot 4, number 3 above and screenshot 7 below for the pop-up screen).

 

Screenshot 7 - Client Tags Pop-up screen