Custom Fields For Compliance - Admin Setup

Introduction & Best Practice

When in need of extra fields to fill in data, simply add more custom fields. They are useful when making integration with any ERP system and where specific data has to be provided during data transfers.

Table of Contents

• Before You Start
• Custom Fields For Institutes
• Custom Fields For Certificates
• Custom Fields For Quality Topics

Before You Start

1) To create custom fields for certificates, institutes and quality topics make sure the 'Company Admin' and 'Compliance Admin' roles are assigned to you as a user.

To learn more about assigning different roles to a user, click here.

Custom Fields For Institutes

With custom fields you can enrich your institute data with additional information depending on your individual needs, such as creditor number or regulatory area the institute operates under. 

Navigate to: Admin > Custom Fields > Institutes

• Click 'Add Custom Field' and choose your custom field type:
  
  
  
  
• Below are a few examples of useful custom fields. All custom fields can be used for filtration:

Custom Fields For Certificates

In addition to categories and groups, you can filter certificates by setting up custom fields for more specific attributes or classifications. Here you can set up, for example, seasons or additional information about supplier facilities as a custom field to improve searchability and filtering or any other additional information depending on your individual needs.

Navigate to: Admin > Custom Fields > Certificates

• Click 'Add Custom Field' and choose your custom field type:
  
  
  
  
• Below are a few examples of useful custom fields. All custom fields can be used for filtration:

Custom Fields For Quality Topics

When managing quality topics under the Compliance tab, you can improve the searchability of different quality topics you are creating by setting up custom fields. These fields allow you to filter topics based on specific attributes or classifications, such as season, claim type, or product group, making it easier to locate and manage relevant information.

Navigate to: Admin > Custom Fields > Quality Topics

• Click "Add Custom Field" and choose your custom field type:
  
  
  
  
• Below are a few examples of useful custom fields. All custom fields can be used for filtration:
  
  

Next Steps

More Custom Field Setup Information