Using Default Values to speed up data entry
PRINTWhen performing data entry of person records that have similar characteristics, using the “Default Values” feature in OT can help make the data entry process more efficient. This document will present a typical data entry scenario and demonstrate how to set Default Values.
Scenario: your campaign has received a Department Shift list for an employer you are organizing. The common characteristics among all the workers on this list are:
- Employer
- Department
- Shift
- Job Class
To set these Defaults Values first click on the “dv” at the bottom of the Person form as shown below
A new screen will then appear with a couple of options:
Select “Reset to blank values in all fields.”
(Note: If you selected “Reset. Copy from Selected Record”, than all the values of that record would be copied into Default values.)
A new screen will appear with a bold red heading
Now you can set the values we identified in this scenario. First select the employer and hit OK. Once you do this all the other fields on the job tab will be displayed. In this scenario we will select the following information for the default values:
- Employer = City of East Ogonquin
- Department = Housing Department
- Job Class = Project Coordinator
- Shift = 1-Day
Now that you’ve set your default values, each time you add a new person record these four fields will be automatically be automatically populated. You can use Defaults Values for just about any field in the Person Module and Organizations Module.