The Advanced Configuration feature in the System Admin Module provides various options for the System Administrators to customize the application to suit your business needs and also for reporting needs. Using this feature, System Administrators can:
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Rename certain fields such as Product and Internal Owner and customize it to suit your business needs.
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Add fields such as Department Group and Sub-Group that will help System Administrators to categorize Users. Similarly, add Regions and Sub-Regions to categorize your Partners.
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Add custom fields to Partner and Internal User to capture additional information and for enhanced reporting.
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Define options for category fields such as Region/Sub-Region, Department Group/Sub-Group to suit their business.
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Configure which columns need to appear for screens, such as My Assignments, to enhance usability.
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Download an Audit Log that will display a historical record of all configuration related changes.
The customizations made by the System Administrator will be applied throughout the application and to all users within the company. For example, a Private Equity Firm may rename Product to Fund, a BPO firm may rename Product to Service after which the screens (such as Documents, Assessments) will show Fund or Service instead of Product throughout the application. Similarly, if the Department Group field was enabled for Users, the Department will appear in the User Reports including Assignment Aging Report, Past Due Questions.
There are multiple categories of fields that you can edit, as well as review changes made to your CENTRL instance. The categories are as below:
Configure Platform Settings: This feature allows you to customize the fields across the System. To learn more configuring system fields, please see our full help article below:
Configurations: This feature allows System Admin Users to view any system changes made to the company's instance. The Configurations Audit Log will keep a comprehensive history of system changes for your company in our platform. To learn more about configuring issue fields, please see our full help article below:
Configure Partner Fields: This feature allows you to customize the fields associated with your partners. Changes are applied on your external partners for categorization and reporting needs. To learn more about configuring partner fields, please see our full help article below:
Configure Product Fields:This feature allows you to customize the fields associated with your partner products. Changes are applied on your external partner products for categorization and reporting needs. To learn more about configuring partner product fields, please see our full help article below:
Configure Assessment Fields: This feature allows you to create custom assessment fields that can be enabled at the question level. This allows users to use these fields and update referenced partner and product values during publication, evaluation, or completion of assessments along with its default assessment metadata. To learn more about configuring assessment fields, please see our full help article below:
Configure Question Bank Fields: This feature allows you to use global lists to maintain a standardized list of values that may be associated with any dropdown field on any object. To learn more about configuring question bank fields, please see our full help article below:
Configure Issues Fields: This feature allows you to customize the fields associated with the Issue Management Module. Changes are applied on Issues for tracking and reporting needs. To learn more about configuring issue fields, please see our full help article below:
Configure User Fields:This feature allows you to customize the fields associated with your Internal Users. Changes are applied on your internal users for categorization and reporting needs. To learn more about configuring user fields, please see our full help article below:
Configure Contact Fields: This feature allows you to customize fields associated with your partners' contacts. To learn more about configuring contact fields, please see our full help article below:
Configure Business Unit Fields: This feature allows you to customize fields associated with your business units. To learn more about configuring business unit fields, please see our full help article below:
Configure Files:This feature allows you to customize fields associated with your files. To learn more about configuring these fields for your files, please see our full help article below:
Configure Global List Fields: This feature allows you to customize fields associated with global lists. To learn more about configuring global list fields, please see our full help article below:
Configure Field Dependencies: This feature allows you to to help users enter consistent and accurate data when there’s a logical relationship between multiple fields. To learn more about configuring field dependencies, please see our full help article below:
Note: There are limits to how many custom fields can be added per entity. To learn more about custom field limitations, please see our full help article below: