Customizing Dropdown Lists

You can customize the options available in data dropdown lists that appear throughout the system. This information can refer to physical characteristics of individuals reported on the system, specific alarms that may be noted, lighting at scene, locations throughout the properties, types of identification, incident type, and other site-specific details.

End users (with the appropriate permission) can add dropdown values on-the-fly when entering data if the default list does not include an appropriate value. These entries are limited to the value and description only, but will appear in the Administration Dropdowns tab where you can further define them if necessary.

1.   Click Administration on the Shortcuts bar to display the Administration form.

2.   On the Dropdowns tab, in the first column select the component where the dropdown list resides that you want to edit (e.g. Personnel), and the dropdown list (e.g. Discipline Type).

3.   All values for the selected dropdown list are shown in the second column (e.g. Suspension, Termination, Verbal Warning, Written Warning, etc.). If there are different values set up by department, property, or property group, you can use the top section to filter the list.
Select a value to see any further information on the right.

4.   To add a value to the selected dropdown list, click New.

o      Enter the Dropdown Name (the text that will appear in the dropdown list, e.g. Demotion).

o      Optionally, enter a Description (for reference only).

o      You may choose to limit the value to a particular property, property group, or department. For example, locations that are specific to individual properties can be limited to the selected property.

o      If the value is subordinate to another dropdown list value, enter the Parent value. For example the Parent of "1st Floor" (Sublocation) is "Smith Bldg" (Location). This allows lists to be filtered to only show relevant information; in this example, when a user chooses Smith Bldg as the Location, the Sublocation field will only show 1st Floor (and any other values that are defined with the Parent "Smith Bldg").

o      Similarly, identify any Children values that are dependent on this value.

In order to ensure database integrity, you should not delete a dropdown value unless it was entered in error. To prevent a dropdown from being used, hide it instead (select the Hidden check box).

Tip: You can export all dropdown values for a selected component type, e.g. for external reporting in Excel. Select the component type (in the first column) and click Export All. It is currently not possible to import dropdown values.