Introduction
This guide is for the set up of custom attributes for the course module for concession cards and medical conditions for reporting and display purposes only.
Before you start
You will need to have access to view and edit custom attributes, this is found in System Permissions, more information can be found here.
Instruction - Medical Conditions
Before creating the custom attribute, you need to create the list of medical conditions, more can be added at another time if needed.
Custom Attribute - Dictionaries
Go to PGM->Settings->Custom Attribute - Dictionaries.
Press Add dictionary if creating a new list, or press Edit if adding to an existing list.
In Name, this is the name of the list.
Press Add item to add an item to the list.
Add in the item name under the language of choice, press Ok.
Continue adding items to the list and press Save.
Custom Attribute
Go to PGM->Settings->Custom attributes to add in the new attribute and connect the list to it.
Press Add category if you wish to create a new category for this item. This will group multiple custom attributes together.
Ensure you follow these details correctly.
Code - Name of the Category, can be anything.
Category Type - Set to User.
Translation - In the language you use on your site, enter in the category name, this will be displayed in PGM and Client Portal.
Press Save to add the category.
To add a new custom attribute in the category, press the three dots next to the category and press Add type.
Data Type - ListMultiple.
Is required - Leave unticked.
Type of list source - Dictionary.
Dictionary - Select the list you created in Custom Attributes - Dictionaries.
Default value - Leave blank.
Is visible on - Listed below are the options available.
- MembershipPortal - This is the external client portal site. Club members can add/change these settings while logged into client portal.
- KIOSK - This is the internal client portal site, both KIOSK and reception tablet mode are covered in this setting.
- POSWeb - Point of sale site.
Code - PG.Australia.SwimSchoolMedical
If the code in the custom attribute is blank or is not listed as above, this will result in the reports not showing this value.
Description - Can leave blank
Translations - Enter the custom attribute name into the language field of choice.
Press Save to continue.
Instruction - Concession card type
Please follow the same rules as medical conditions to set up the list and custom attribute categories, however, when creating the custom attribute type, the screen setup is different.
Please ensure you follow these steps carefully, the field Code needs to be entered into the field correctly so that it can appear in reports.
Data Type - List.
Is required - Leave unticked.
Type of list source - Dictionary.
Dictionary - Select the list you created in Custom Attributes - Dictionaries.
Default value - Leave blank.
Is visible on - Listed below are the options available.
- MembershipPortal - This is the external client portal site. Club members can add/change these settings while logged into client portal.
- KIOSK - This is the internal client portal site, both KIOSK and reception tablet mode are covered in this setting.
- POSWeb - Point of sale site.
Code - PG.Australia.ConcessionCardType
If the code in the custom attribute is blank or is not listed as above, this will result in the reports not showing this value.
Description - Can leave blank
Translations - Enter the custom attribute name into the language field of choice.
Press Save to continue.
Instruction - Concession card expiry date
Please follow the same rules as medical conditions to set up the custom attribute categories, however when creating the custom attribute type, the screen set up is different.
Data Type - Date.
Is required - Leave unticked.
Default value - Leave blank.
Min / Max value - Leave blank, unless you want to control the date range of the values being entered here.
Is visible on - Listed below is are the options available.
- MembershipPortal - This is the external client portal site. Club members can add/change these settings while logged into client portal.
- KIOSK - This is the internal client portal sites, both KIOSK and reception table mode is covered in this setting.
- POSWeb - Point of sale site.
Code - PG.Australia.ConcessionCardDate
If the code in the custom attribute blank, or is not listed as above, this will result in the reports not showing this value.
Description - Can leave blank
Translations - Enter the custom attribute name into the language field of choice.
Press Save to continue.
Example of custom attributes in use
Listed below is an example of how both the categories (highlighted in red) and the custom attributes look on PGM.