TABLE OF CONTENTS


Creating a new Enhanced Custom List

Select Enhanced Custom List from the Administration menu under Event and Risk



At the very top of the page, select Create new list


Start by entering:


Name of the list - each list you create must have a unique name and this cannot be edited after created

Display Name - this is the name displayed to users in your system on forms and can be edited in the future


The Name and Display Name can be the same. 



Next create the fields for the data you wish to capture when adding items to your list.


In this example, we are creating a list of our Service Users and wish to capture their:

  • First Name
  • Surname
  • ID
  • Known allergies
  • Date of Birth


Using the Add field button we we can add each option in the above list.  

The screen shot below shows the setting used to create the field that stores the 'First Name':


Name - this is the title of the field you'll be capturing.  E.g. First Name.

Type -  what sort of data is being captured?  The above example it is a text field, however, it might be numeric, a date, email address, boolean (Yes/No), select (drop down list) etc.  Selecting the right one means you can ensure the right type of data is being recorded.

Mandatory? - if yes is selected then you must enter information into this field when adding a new entity (E.g. a new service user).

Unique? - can multiple entities with the same information be entered into our new enhanced custom list?  In our example it's very likely service users may have the same first name so we'll select No. If you were creating a field to capture an NHS number we would set this to Yes.

Include in search text? - when this list is added to a form will the user be able to search for options in your list using this field.


Click Save to complete.


As you continue to add the different fields that will be relevant for this Enhanced Custom List, they will appear in the table on screen. 



Below the table of fields for your new Enhanced Custom List you will see some additional options:



Search text - Add the Names of the fields that you want to be displayed if using this list to populate a Select field in a form. Each field Name should be in between curly brackets 


e.g. {First Name} {Last Name} - {ID} - {Date of Birth} would show in the patient details as:


Display text - List the Names of the fields that you want to be displayed when reporting or exporting information from Radar Healthcare using the 'Reference Only' option. See Exporting an Event as a PDF as an example.

Each field should be in between curly brackets e.g. {ID} 


Is searchable - Selecting Yes here will allow you to use this custom list in the Persons Involved screen to search for all events that are linked to an option in your list e.g. search for all recorded events relating to patient 'Agnes Alpha'.

Editing the fields on the list


Find the enhanced custom list and select the 3-dot menu next to its name:




From here you can archive a field using the 3-dot menu next to its name:


Or select the name of the field in question to be brought back to the edit screen and you can make the changes you require.



Select Save to make your changes Live

Populating your Enhanced Custom List


Find and select the list you wish to populate.


Select Add item... to get started



The fields you have created previously will appear and simply add in the information to add your first item to the list.



You'll notice at the bottom of the list is a new option called Restrict to location(s) and this allows you to restrict which locations can access this item on the list.  This is useful when logging events as it reduces and streamlines the number of items shown on the list.


Select Save to add your item to the list




Editing an Item on your Enhanced Custom List


To make a change to an item on your list simple open the list in question and select the item which requires amending.


Once your changes are made select Save to continue.