Texas Custom Fields
Discover the unique and customizable features for Texas based organizations.
Edit your Threat Assessment Model to include additional Texas required reporting sections.
Admin Users with Manage System Customization permissions can now add new sections and choose to apply changes to new cases only or to new and existing cases. When applied to new and existing cases, all cases previously created for that model will update to reflect the new changes.
Click here to download the 2024 Texas Behavioral Threat Assessment Guidelines
In this video you will learn how to update your Threat Assessment model to include Texas required reporting sections.
How to Add Custom Fields
How to Add Custom Fields
User Permissions:
User will need Manage System Customization permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select Admin tab.
- Click Manage Models node and select Process Models tab.
- Click Create new.
- Enter Process Model Details.
- Name (Required)
- Description
- Note
- Click Start.
- Initial Case Information
- Click ADD CUSTOM FIELDS.
- Drag and Drop custom fields to desired areas.
- Classifications (Optional)
- Include Tasks (Optional)
- Include Resources (Optional)
- Include Tags (Optional)
- Link Process Models
- Click Add Process Models.
- Click Save.
-
Process Steps
- To add additional sections to model, click ADD SECTION.
- Name the section.
- Click ADD CUSTOM FIELDS.
- Drag and Drop custom fields to desired areas.
- Click Save.
- Name the section.
- To add additional sections to model, click ADD SECTION.
- To enable/disable Tagging Users, toggle the switch on/off.
- For more information regarding Tagging Users click here.
- Once complete with customization, click Publish.
About the Custom Process Model:
Discover how the Custom Process Model and custom fields can enhance user workflow. Click here to explore their features and functionality!