How to make Fields 'Required' in RecTrac 3.1
Problem
I clean up all the accounts created in RecTrac and from WebTrac (Online) and often come across accounts that are incomplete. Generally, clerks enter the Names, Addresses, Email and Phone Numbers, but sometimes Genders, Resident or Non-Resident, Phone Type, Relationship and Birthdays are not completed. This information is important for identification, reports, statistics and so much more.
Is there a way to ensure users cannot skip those fields?
Solution
Yes. Make set the fields to 'Required' in Screen Management. To make Household and Family Member fields 'Required' in RecTrac, use Management Screen Management. For WebTrac, use WebTrac Screen Management.
Basic instruction for RecTrac is provided below.
1. Go to Management Screen Management and set the desired fields to 'Required' your Default Custom Screen Design.
2. For Household fields, use SAHouseholdUpdate as your Base Screen. For Family Member fields (fields found under Member Details), use SAPersonUpdate as your Base Screen.
3. In the 'Fields on Screen' panel, highlight/select a Field you wish to make Required. For Example: Core (Tab) Last Name.
4. Click Advanced Field Parameters in the Field Parameters panel.
5. Enable the toggle option for Field Required and click Save.
6. Repeat Steps 3-5 for other fields as needed.
7. Click Preview to look at your changes or click Save.
8. Changes take effect immediately and will be realized upon a user's next entry to Household Management.
Step-by-step instructions for further customization can be found in Topic Doc - Basic Screen Customization.