Set SF-182 Preferences - Configure Fields

The Configure Fields tab enables administrators to define preferences for the sections on the SF-182 request form. The tab is separated into the following sections:

  • Section A: Trainee Information
  • Section B: Training Course Data
  • Section C: Costs and Billing Information

Within each section, custom fields can also be configured. You can reorder the fields in the Custom Fields panels by clicking and dragging the field to the desired location. The fields can only be reordered within their respective Custom Fields panels.

Sections A, B, and C

The fields that appear in each section are configured by default and cannot be removed. However, some fields can be hidden so that they do not appear on the SF-182 request form. You can determine whether or not to set fields as required and allow users to edit the field. You can also define a default value for the field. Note: The default value for some custom fields can only be defined in the SF-182 area of Custom Field Administration.

Custom Fields (Advanced Section)

The custom fields that appear on the Configure Fields tab are system-defined and available by default. Additional custom fields can be added to a section if they are configured in Custom Field Administration and active for the specific section to which you would like it added.

Note: When a custom field is added and saved in SF-182 Preferences for any division for which the field is configured, the field can no longer be deleted in Custom Field Administration.

To add custom fields:

  1. Click the Add icon in the Custom Fields panel header. This opens the Select Custom Field pop-up.
  2. Select the Add icon to the left of the field name. This closes the pop-up and adds the field to the list.

Note: If you select a custom field that has already been added to the section, an error message appears indicating that the field is already in the section.

Overwrite Settings

Choose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.

Once all preferences are set, click Save. Preference settings are not saved unless you click Save. This returns you to the Preferences page.

Or, to set preferences for another SF-182 Preferences tab before saving, click the tab name and configure the preferences. Then, click Save.