Development Plan Preferences - Development Plan Custom Fields

The Custom Fields section allows you to add custom fields to development plans. The selected custom fields are included in development plans that are created by clicking the Create button from the Development Plan Management screen. Note: This does not apply to development plans created from a template. The fields must be created first from the Custom Fields area of the system.

To modify development plan preferences, go to Admin > Tools > Performance Management > Development Plan Preferences.

Click the plus icon to the right of the Custom Fields heading to add a custom field to the development plan.

Note: When adding development plan custom fields to development plans, the custom fields are displayed in the order in which they are created in Custom Field Administration. Because of this, it is important to take consideration when creating custom fields.

For each custom field, you can click the Delete icon next to the field to remove it from the list. If a custom field is removed that exists in a user's development plan, that custom field remains in that development plan.

Select the Required option next to a custom field to require users to enter information for that field in order to submit the development plan. If the Required option is not selected, the custom field is optional and users do not have to complete the field.

See Custom Field Admin - Development Plans.