VSys One: Volunteer Management Software

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Certification Designer - Fixed Layout

When the certification is not set to Automatic layout, you place fields into explicit positions. Versions of VSys prior to 3.2 "understand" only this mechanism, though it's much less flexible than the automatic layout.

The certification designer lets you add, edit and remove fields from the certification's definition. VSys lets you have an unlimited number of fields on each certification, only requiring that each field have its own unique code. Click the Edit layout/design link to change the fields in a certification.
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Actions

Effective

This is a special field. It creates a field with the field code of sigdate and will show in the Effective column in a person's certifications panel, as well as in reports showing the effective date.

Expiration

This is a special field. It creates a field with the field code of expdate and will show in the Expiration column in a person's certifications panel, as well as in reports showing the expiration date.

Normal

Use this for all other fields to be added.

You cannot change the code of a field once it's been created.

Changing the data type or options for a field may cause VSys to misinterpret the fields for certifications of this type which already exist.

Editing a field
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Field

Meaning

Field description

How the field is described on reports, filters, etc.

Encryption

To encrypt this field, choose an encryption group. The field won't be encrypted if the encryption keys for this group have not been created.

Field code

The internal code used for the field. It cannot be changed after the field is created since data is stored in each certification using this code.

Data type

Text

A simple text field with optional maximum length.

Number

A "spin edit" number field.

Weight

Editor for weights in pounds or kilograms.

Date

Date editor with calendar pick control.

Checklist

A drop-down checklist of your defined values.

Single choice

Of your values, allows the selection of just one. (To allow the user to enter a blank value, define an option with a blank code.)

Checkbox

Simple checkbox.

Link/role

A link from this person to another person, usually used for things like coaches or supervisors.

Expanded checklist

Identical to the Checklist control.

Magic checklist

A checklist as a text field. The user types in a comma-delimited list of the codes or magic codes, which are then automatically verified against the list of valid codes. These are great for fields like "State" or "Province" since they can type in their values without having to use the mouse, yet the values they type in are validated against the list of acceptable values.

Label

A static label for identifying other fields or regions, not editable by the user.

Text memo

A multi-line text edit field.

Horizontal line

A horizontal line which can be used to identify sections or for visual effect, not editable by the user.

Address

One of the addresses for the associated person. Most commonly used to edit the person's Emergency Contact address from within a Medical form. Note addresses cannot be encrypted.

 

Report field name

How this field is named in reports. If there is information in this field it overrides the Field Description.

Hidden rules

This is not a documented feature.

Hide label

If checked, on the certification's editor (where you enter data into a certification), the label, in this case "Result", will not be shown.

Options

For Single choice, Checklist, Expanded checklist and Magic checklist data types, the descriptions and codes for the stored values.

In the example above, to get that value to show in a person's profile in the certifications panel, you will need to go back to the certification definition, and change the Result field menu at the bottom to Result.

See Also

Certifications

Certifications Setup

Certification Definitions

Certification Designer - Automatic Layout

Certification Defaults

Special Field Codes

Certification/Background Check Hints

Automatically Creating Certifications for New People

Bulk Certifications Creator