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  • Product: oden

Creating User-Defined Fields

User-Defined Fields (UDF) are additional fields that you can add and then use to track information not captured in the existing Policy Terminator program. Once you create these labels, a new field will appear on the
Policy Information
 page and you can enter data into them.
You can set them up in two ways:
  • You can use them to filter data in the batch/p.o. log; policy locate or reports.
  • You can use them to insert data not captured by the policy terminator that you may want to appear on the notice. This could include the VIN, the name of a program or a property description.
  1. On the Main Menu, select
    Utilities > Security > Group Options
    .
    Once you create the User-Defined Field in
    Group Options
    , they will appear at the bottom of the
    Policy Information
     screen and you can enter the appropriate information.
Examples:
User-Defined Field 1 Label:
Program
. When the operator is entering data he/she will have the opportunity to enter the name of a specific program. (i.e. Hardware Stores, Oil Lease Operators, Recreational Vehicles.)
User-Defined Field 2 Label:
Department
. If information about the specific department issuing the notice is entered, Management will be able to produce reports based on what terminations are coming out of what department.

How to Create User-Defined Fields

  1. On the Main Menu, select
    Utilities > Data Setup > General Policy Setup
    .
  2. Select
    User-Defined Fields
    .
  3. On the side menu, select
    Edit
    .
  4. Create new labels or view existing ones.