Information Items

Information Items serve as customisable areas in a Participant's profile, designed to store and organise particular details. To encourage consistent data capturing, Information Items are managed at the organisation level and can only be attached to Participant profiles once they have been configured. Click here to learn more about creating and updating Information Items.

Attaching Information Items

To attach an Information Item to a Participant's profile, navigate to the Participant and scroll to the bottom of the page where you will find the Information Items section.

To add a new Information Item click Add Item.

You can then select the Information Item you would like to add to the profile.

Updating Information

Once you have attached an Information Item or if you would like to update the content for an existing Information Item, you can click on the Information Item heading (1) and then click Edit (2). This will open the edit form when you can provide a short summary as well as more details. If the information item has been configured to allow document uploads, you can also upload documents using this form.

Default Content for Information Items

You can set default content for information items to reduce repetitive data entry when adding information to participants.

When configured, the default content will automatically pre-populate when a user selects that information item on a participant profile.

To configure default content

1. Go to Settings

2. Select Participants

3. Create a new information item or edit an existing one

4. Enter content in the Default Content field

5. Save your changes

How it works

• When adding an information item to a participant, the default content will be automatically pre-filled

• Users can edit or update the content before saving if required

Notes

• Default content is optional and can be left blank

• Updating the default content will apply to future entries, not existing ones

Required Information

If you see an Information Item with a red alert icon as per the screenshot below, it means that the Information Item as been marked as required but you have not yet added any information. Simply follow the steps for updating information above and the red icon will disappear once information has been added.