Configurations

As a Client Admin, the Configurations page allows you to modify, add, or remove specific fields and field options within the solution, and specify who can see which options based on their role. For example, a Client Admin can change specific Mission Types to only be visible to local admins, while all available Mission types can still be visible to other client admins.

Modify Configuration

  1. Click the triple dots Triple Dots iconicon in the upper right and select Configurations from the menu. The Configuration page opens.

  2. Scroll to the area of configuration you want to edit and click on the appropriate field / option type. The appropriate option window opens. The areas of configuration are:

    • Missions: options related to location and mission types, and mission positions and locations.

    • Occupations: options related to hospitals, occupation groups and credentials, occupation support functions, and reports.

    • Skills and Trainings: options related to skills, languages, written and verbal communication levels, and training.

  3. Click within the row for any of the fields / options you want to edit. A side panel opens. Click Edit to modify the name, relevant field information (such as status), and which roles can view this option.

  4. Click Save.

  5. Alternatively, create new fields / options by clicking New at the top of the page, then entering the information for the new field.

For more information on specific configuration settings, refer to the Configurations Reference page.

Set Fields As Active or Retired

  1. Click the checkboxes within the options window for the fields / options you want to set as active or retired. A selection toolbar appears in blue at the top of the list.

  2. In the selection toolbar, click Set as Active or Set as Retired, as appropriate.

Export or Import Configurations

To export one or more configuration fields and related option information:

  1. Click Export All at the top of the page. Alternatively, export only specific fields by selecting the checkboxes, then clicking Export from the selection toolbar at the top of the list.

  2. When the export is complete, click the Download Exported CSV File within the Export complete dialog, then click OK.

To import configuration fields / options:

  1. Click Import and select Download Template or From File from the menu.

    • Download Template: downloads the import template CSV file. Enter the information into the provided columns.

    • From File: uploads the updated template file containing the new configuration information.

  2. If you chose to download the template, enter the necessary information. Otherwise, continue to the next step.

  3. When all updated configuration information has been loaded into the CSV file, click From File. The Import Configuration Value dialog opens.

  4. Drag-and-drop the CSV file or select it from the file browser then click OK.