Compliance 2: Custom fields

1. Configuration
2. Custom fields
3. Approval rights

Custom fields

Primacy Workplace allows you to define any number of custom fields where a suitable field has not been provided already. 

Custom fields can be associated with client types, compliance levels and compliance methods and this gives us the functionality to limit their use to only those areas of the business where they are needed. Each custom field can be assigned with attributes that will ensure that all the mandatory information is correctly collected and recorded in the database. Only when this is done, will the business party be given the status Active. 

It is also possible to waive mandatory requirements. 

To add a custom field for compliance

1. Click Settings > Lists > Application configuration > Custom fields.
2. Click Add custom field.
3. Enter values in the fields where appropriate. For more information, see Custom field (form).
   
   
   
   
4. Click Save.
5. Click the Options tab.
   
   
   
   
6. Select an appropriate Required at level to determine the state of the business party. The following options are available:
   
   Optional / not required to activate
   Pending provision of compliance information
   Pending  1^st compliance approval
   Pending  2^nd compliance approval
   Pending  3^rd compliance approval
   Pending  4^th compliance approval
   Pending  5^th compliance approval

7. Select the checkboxes that may apply to the custom field. The following options are available:
   
   Requirement can be waived?: Gives the option to waive the compliance custom field. If the checkbox is not selected, the custom field cannot be waived and a value must be provided.
   Include an expiration date?: If selected, will require the user to enter an expiration date. 
   Include an attachment?: Selecting will give the option to add an attachment to be added to the custom field. If not selected, an attachment will not be able to be added.
   Must have an attachment?: Selecting this will require an attachment when processing the created compliance custom field. If not selected, then an attachment will not be required.
   Include an issue date? Selecting this will include an issue date field on the custom field. If not selected, no issue date will appear on the form.
   Include an issuing authority? Selecting this will include an issuing authority on the custom field. If not selected, no issue date will appear on the form.
   Include an issue location?: Selecting this will include an issue location on the custom field.
   Pre-signed?: Selecting this will add a Pre-signed checkbox on the custom field.
   Bears a clear photograph?: Selecting this will add a Bears a clear photograph? checkbox on the custom field.
   Certified to our satisfaction?: Selecting this will add a Certified to our satisfaction? checkbox on the custom field.

8. When complete, click Save and close.

You can also mark a custom field Inactive, delete a custom field, and add two separate custom fields with the same name and apply them to different entities. Additionally, you can add a lookup code to make the custom field easier to work with. See how to add a custom field for further information.