Custom Data

Learn to create and manage custom data groups and fields in Gatekeeper for tailored data models and expanded data capture.

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About this course

In this course, you'll learn about the concepts and processes associated with custom data in Gatekeeper and utilise them effectively in their administrative roles. We'll cover the following:
    • Understanding Custom Data Groups and Fields: Learners will be able to differentiate between custom data groups and custom data fields and understand the role of each in creating and maintaining a clean data model within Gatekeeper
    • Editing and Deleting Custom Data Groups and Fields: Learners will be able to edit and delete custom data groups and fields, including adding new options to dropdown lists, renaming fields, and understanding the permanent nature of deletion in Gatekeeper
    • Creation of Smart Forms: Learners will be able to create new smart forms, convert existing custom tabs into smart forms, and create new custom groups and fields for Smart Forms
 
 

Curriculum26 min

  • Let's Learn!
  • Introduction to Custom Data 2 min
  • Creating Custom Data Groups 5 min
  • Creating Custom Data Fields 4 min
  • Configuring Sensitive Data
  • Creating Custom Data Summary 2 min
  • Editing Custom Data Groups or Fields 2 min
  • Deleting Custom Data Groups or Fields 2 min
  • Creating Custom Tabs 4 min
  • Create a Smart Form 5 min
  • Test Your Knowledge
  • Knowledge Check

About this course

In this course, you'll learn about the concepts and processes associated with custom data in Gatekeeper and utilise them effectively in their administrative roles. We'll cover the following:
    • Understanding Custom Data Groups and Fields: Learners will be able to differentiate between custom data groups and custom data fields and understand the role of each in creating and maintaining a clean data model within Gatekeeper
    • Editing and Deleting Custom Data Groups and Fields: Learners will be able to edit and delete custom data groups and fields, including adding new options to dropdown lists, renaming fields, and understanding the permanent nature of deletion in Gatekeeper
    • Creation of Smart Forms: Learners will be able to create new smart forms, convert existing custom tabs into smart forms, and create new custom groups and fields for Smart Forms
 
 

Curriculum26 min

  • Let's Learn!
  • Introduction to Custom Data 2 min
  • Creating Custom Data Groups 5 min
  • Creating Custom Data Fields 4 min
  • Configuring Sensitive Data
  • Creating Custom Data Summary 2 min
  • Editing Custom Data Groups or Fields 2 min
  • Deleting Custom Data Groups or Fields 2 min
  • Creating Custom Tabs 4 min
  • Create a Smart Form 5 min
  • Test Your Knowledge
  • Knowledge Check