Function: Data fields make it possible to individually adapt and manage information within employee profiles, training courses, e-learning, training types and competency profiles. These can be freely designed and adapted.
Overview of Data Fields
- Show/Hide: Click the eye icon to make a data field visible or invisible.
- Field type: Shows whether this is a standard Evalea data field or a self-created data field.
- Field name: Name of the data field for identification.
- Field type: Open text field, text area, formatted text, date, number, decimal, calculated, separator, check box, closed field (single choice), or multiple choice.
- Options: Data fields can be edited or deleted. Closed and multiple-choice fields allow customization of content and names. Role-based access rights can also be defined.
- Arrangement: The order of the data fields can be changed by drag and drop.
- System-relevant fields: grayed out options are essential for the functionality of Evalea and cannot be changed.
Creating a Data Field
Example: Creating a new data field in the employee profile
1. Select area:
- Navigate to "Participants" and click on the "+" symbol.
2. Fill out the pop-up:
- Name of the data field: "Example data field".
- Type: Text.
- Languages: Define language versions for the field.
- Save the data field.
3. Use in the employee profile:
- The new data field is now available in the corresponding profile.
Notice
New data fields for employee profiles may also need to be added to your file import. For more information, see here: Create a contact and training history import
Settings for Data Fields
Defining access rights:
1.Training:
- Determine which data fields are visible or editable based on roles.
- Set up access to training details and employee profiles.
2. Employee profiles:
- Different access rights for internal and external employees.
- Data fields such as “Internal/External” can be displayed by activating the eye symbol.
Value function:
- Values in closed data fields enable a unique assignment in the database.
Special Features
- Changes to data fields take effect immediately.
- System-relevant fields cannot be changed or deleted.
- Customizations for specific roles offer flexible control options for access and editing.