With the User Defined menu within the Grants Record, you can add additional fields that can be used for all Grants records
Creating a User Defined Attribute or Field
- Click on Grants in the top right-hand corner.
- Use the search bar or the Filter & Report feature to find the grant record in need of modification.
- Click on the proposal number.
- In the left-hand menu, click on User Defined.
- Click on either
or 
.
User Defined Attributes are categories--Laboratory and Hospital, for example--to assign specific Coded Values (Dr. Jones’ Lab, Dr. Smith’s Lab, etc.). User Defined Attributes are trackable through the Filter & Report function. The User Defined Attributes and their Coded Values are created in the Codes section.
After clicking Add User Defined Attribute, use the drop-down lists on the new screen to assign existing values to a grant record.
Please note: User Defined Attributes are limited to fifteen while the Coded Values per a Defined Attribute is unlimited.
User Defined Attributes can then be used as criteria for record searches and filtering for reports.
User Defined Fields offers another option to add user defined text information to the grant record. It uses a Code (added under the Codes section) and a comment (up to 1,000 characters) to be added.
For example, if you want to identify all grants that use laboratory rats, you would select the pre-existing User Defined Field (created under Codes) and then add notes specific to each grant – such as vendor, price, how many to purchase in total for the grant, which types of rats used, etc.
