As an account administrator you have the ability to create custom fields that will be displayed on the child profile or caregiver profile page. If there is any information that you would like AEPSi to track (i.e. IEP date, race/ethnicity), you can use the custom field feature. There are five types of custom fields that can be created: a date field, a number field, a yes/no field, a dropdown menu, or a text field. You also have the ability to specify whether or not a custom field is required and if it has a default value. 

Watch the video: https://www.screencast.com/t/qiVJJOjyq

To create custom fields:

1. Log in as Account Administrator.
2. On the Account Details page, scroll down to the Custom Fields section.
3.  Select "New Custom Field".
4. Enter data in the Label field.
5. Select an option from the Field type dropdown menu.
   
   
6. Select child or caregiver from the Record type dropdown menu.
   
7.  To add a default value (not required), enter an option in to the Default value field.
8.  To mark the field required, click the checkbox for Required. Click SAVE.
   
   
9.   View the new custom field on the Custom Fields Details page.
          

  The new custom field will also appear in the Custom Fields section on the Account Details page. 
   

  The field will also appear on the child profile or caregiver profile page for you to select or enter data.