Additional data can be created in many places in the system. This is possible for projects, jobs, tasks, for employees, for clients, for subcontractors, locations and rooms, and for vehicles. The additional data for the last five appear in the base data, while for the others they appear in the respective project, job, or task dialog. When creating additional data for jobs, you can also check whether this info should appear in the short entry and be selectable there. This way, relevant information can already be stored in the short entry.
If you want to create information for which there is currently no space in the system, go to the administration and select Additional data at the appropriate place and "add further additional data". Enter the name of the info and, if the field should contain a default value, also the default.
Under "Type" you will find a wide selection of fields that can be selected depending on the information needed. Everything from a simple text field to checkboxes to a signature field can be found here. Depending on the selection, the fields can be further customized (the height of the textbox or the entries in the selection menu) and/or a default value can be stored if the field should already be pre-filled. If the "Option for miscellaneous" is additionally checked for the "Dropdown menu", the user can enter their own individual value for this selection. To create a visual separation for better clarity in larger lists of additional data, you can add a "Divider" under "Type".
Some additional data fields offer the possibility of validation. For example, number ranges can be defined, but also complex checks such as social security numbers, IBANs, and other special fields are possible.
Then you can check whether these fields must always be filled in (mandatory), whether these fields should only be visible to schedulers (private), and/or whether these fields should appear in the print view.
The additional data created for employees then also appear in the request dialog as filters, so that employees can be quickly and easily selected according to individual data.
Tip: If you create an additional data field for employees named "Social Security Number", the social security number will be automatically pre-filled in the exemption request in the print view.