Set SF-182 Preferences - Configure Fields

• Field Name - This is the name of the SF-182 request form field.
• Required - This option enables you to set certain fields as required. Required fields must be completed on the SF-182 request form before the form can be submitted.

All fields are required by default. To deselect all fields as required, check the Deselect All option (the blank checkbox to the right of the Select All box).

Or, you can set individual fields as required or not required by checking or unchecking the Select box in the Required column for the desired fields.

• User Editable - This option enables you to allow users to edit the field's value on the form. Non-editable fields display on the form as read-only. This option is only available in Section A. Note: If a default value is not set for the field and you mark the field as not editable, users will not be able to enter a value in the field and the field will be blank on the request form.

All fields are editable by default. To deselect all fields as editable, check the Deselect All option (the blank checkbox to the right of the Select All box).

Or, you can set individual fields as editable or not editable by checking or unchecking the Select box in the User Editable column for the desired fields.

• Hidden - This option enables you to hide certain or all fields in the section. Hidden fields do not appear on the SF-182 request form. This option is only available in Section A.

All fields are visible by default. Check the Select All box in the header row to set all fields in the section as hidden. Check the Deselect All option (the blank checkbox to the right of the Select All box) to deselect all fields as hidden.

Or, set individual fields as hidden or visible by checking or unchecking the Select box in the Hidden column for the desired fields.

The settings in the Hidden column affect the settings in the Required and User Editable columns. The settings are affected as follows:

• If a field is hidden, then the settings in the Required and User Editable columns are deselected and no longer selectable. The Hidden option must be deselected to make the Required and User Editable options selectable.
• If all fields are hidden, then all fields in the Required and User Editable column are deselected and disabled. You must deselect all the fields one by one or click the Deselect All option in the Hidden column to enable the Required and User Editable options.

Note: While hidden fields do not appear while completing an SF-182 request form, they do appear on the printable version of the form. If a default value is set for the field, the value appears on the printable version even if the field is set to Hidden in SF-182 Preferences.

• Display on Transcript - This option enables you to define which fields appear on the Training Details page of the user's transcript. This option is only available in Sections B and C.

All fields are visible on the Training Details page by default. To deselect all fields as visible, check the Deselect All option (the blank checkbox to the right of the Select All box).

Or, set the visibility of individual fields by checking or unchecking the Select box next to the desired fields.

• Default Value View Tags - This option enables you to define the default value that appears for the field on the SF-182 request form. The default value is entered in the form of a tag. All fields are blank by default. When users create a request, the fields are pre-populated with the default values. Note: Fields that are configured to be hidden can still have a default value set.

The default values in Section A apply to administrators and managers when creating an SF-182 request on behalf of a user. For sections B and C, the default values are applied based on the administrator's divisional preferences. The values in Step 3 or Section A are applied based on the user's divisional preferences.

To enter a tag:

1. Click the View Tags link in the column name. This opens the List of Email Tags pop-up.
2. Copy the tag from the Tag Name column. The tag must be copied exactly, with no spaces before or after the tag name.
3. Paste the tag into the Default Value field. Note: You can also type the tag name directly into the field.

On the request form, if a value is not available to replace the tag, then the field is blank.

• Custom Field Name - The name of the custom field.
• Type - The type of custom field. For example, the field type may be a drop-down, numeric field, or radio button.
• Required - This option enables you to set certain or all custom fields as required to be completed. Required fields must be completed on the SF-182 request form before the form can be submitted.

All fields are required by default. To deselect all fields as required, check the Deselect All option (the blank checkbox to the right of the Select All box).

Or, you can set individual fields as required or not required by checking or unchecking the Select box in the Required column for the desired fields.

• User Editable - This option enables you to allow users to edit the field's default value, provided a default value is available and configured in the Default Value View Tags column. Non-editable fields display on the form as read-only. This option is only available in Section A.

All fields are editable by default. To deselect all fields as editable, check the Deselect All option (the blank checkbox to the right of the Select All box).

Or, you can set individual fields as editable or not editable by checking or unchecking the Select box in the User Editable column for the desired fields.

• Hidden - This option enables you to hide certain or all custom fields. Hidden fields do not appear on the SF-182 request form. This option is only available in Section A.

All fields are visible by default. Check the Select All box in the header row to set all fields in the section as hidden. Check the Deselect All option (the blank checkbox to the right of the Select All box) to deselect all fields as hidden.

Or, set individual fields as hidden or visible by checking or unchecking the Select box in the Hidden column for the desired fields.

The settings in the Hidden column affect the settings in the Required and User Editable columns. The settings are affected as follows:

• If a field is hidden, then the settings in the Required and User Editable columns are deselected and no longer selectable. The Hidden option must be deselected to make the Required and User Editable options selectable.
• If all fields are hidden, then all fields in the Required and User Editable column are deselected and disabled. You must deselect all the fields individually or click the Deselect All option in the Hidden column to enable the Required and User Editable options.

Note: While hidden fields do not appear while completing an SF-182 request form, they do appear on the printable version of the form. If a default value is set for the field, the value appears on the printable version even if the field is set to Hidden in SF-182 Preferences.

• Display on Transcript - This option enables you to define which fields appear on the Training Details page of the user's transcript. This option is only available in Sections B and C.

All fields are visible on the Training Details page by default. To deselect all fields as visible, check the Deselect All option (the blank checkbox to the right of the Select All box).

Or, set the visibility of individual fields by checking or unchecking the Select box next to the desired fields.

• Default Value View Tags - This option enables you to define the default value that appears for the field on the SF-182 request form. The default value is entered in the form of a tag. All fields are blank by default. When users create a request, the fields are pre-populated with the default values. Note: Fields that are configured to behidden can still have a default value set.

The default values in Section A apply to administrators and managers when creating an SF-182 request on behalf of a user. For sections B and C, the default values are applied based on the administrator's divisional preferences. The values in Step 3 or Section A are applied based on the user's divisional preferences.

All fields in the column are blank by default. The value you enter is a user record custom field tag.

To enter a tag:

1. Click the View Tags link. This opens the List of Email Tags pop-up.
2. Copy the tag from the Tag Name column. The tag must be copied exactly, with no spaces before or after the tag name.
3. Paste the tag into the Default Value field. Note: You can also type the tag name directly into the field.

On the request form, if a value is not available to replace the tag, then the field is blank.

Note: For some custom fields, a default value cannot be set in SF-182 Preferences. In this case, you can set the default value in Custom Field Administration.

• Remove - Click the Trash Can icon to remove the field from the form.