Page Comparison

Settings Module

This training will take you through Drop Down Fields menu via the Settings icon

Creating Drop Down Field Values

1. Navigate to your ionMy homescreen dashboard

2. Hover your mouse over the Settings icon. Submenuoptions will appear on the right side of the main module

3. Click on Drop Down Fields from the submenu options.

4. This will lead you to the list of all Drop Down Field options available throughout the system, grouped by function.

5. Click the + icon to view the available DDL or MSB options within a function/module.

We will now go through some common examples that differ slightly in configuration requirements.

Tip – Sort Order Increments

When configuring Drop Down Fields, it's recommended to use sort order increments of 5 or 10. This allows for easier management and updates in the future.

For example, if you have "Medication - Adverse Drug Reaction" at Sort Order 75 and "Medication - Pharmaceutical Error" at Sort Order 80, and you need to add a new option "Medication - Missed Meds", you can easily insert it with a Sort Order of 78.

By using increments, you avoid the time-consuming process of re-sorting all existing records to maintain alphabetical order.

Discussion – Parent and Child Nodes
Consider parent nodes as a folder and child nodes as the incident type. We open a folder (parent node) to select our desired incident category (child node).

i)    Parent Node - is a primary category that contains one or more subcategories, serving as an organisational point for related items

ii)   Child Node - is a subcategory that falls under a parent node, representing a more specific classification within the broader parent category.

Tip – Setting by Position
When possible, we recommend using the Position option as this avoids having to manually update your assignees when staff changes occur.