Case Central® Knowledge Base

From the Checklist Administration page, click the dropdown in the upper right-hand corner of the screen and select Data Compare Configuration.

The Data Compare Configuration panel will open with two columns.

1. The Sections area on the left will display the groupings that, once created, will organize the data fields for any Data Compare content item used in a Checklist step.

2. The righthand area will list the data fields that, once added for a given Section, will be available for selection and inclusion when an admin user uses a Data Compare content item in an Investigation Checklist they are configuring.

Click the icon to the right of the Sections heading to add a new Section.

By default, the new Section will be named New Section. Rename it to something descriptive for the group of data fields to be included.

For example, if you wanted the first grouping to be Consumer Information, you may enter that as the Section label.

The righthand panel will display the Section label. Add the data fields you want to include in this Section.

1. Click the in the center of this column to open the data fields box.

   

2. Select the data field from the Field dropdown.

   

3. If you want to use a different display label for the field, click on Edit Name and type in the new name.

   

   Note

   Be sure to keep the name relevant to the data value itself. These fields map to e-OSCAR® or have specific process-related meanings within Case Central®.

   For example, it's OK to swap Zip Code for Postal Code, but don't change Zip Code to City.

4. To require manual verification of a field, select the Exclude from Data Compare match logic checkbox. This prevents the system from defaulting the field to Match, no changes needed even when values are identical.

   

5. To add more data fields to the Section, click under the field just added and repeat the process until all of the data fields for the Section have been added.

6. Click Save.

Follow the same steps to add as many other Sections as needed. Each data field can be included in only once and in just one Section. It will not be available to add to a Section if it already included elsewhere.

Once all of the Sections and data fields have been added, review the setup and make updates as needed. Click on a Section name on the left to open the list of included fields in the righthand panel.

1. Add additional data fields to the Section if any are missing.

2. Rename any Sections or data field display names if needed.

3. Change the order of the Sections or data fields by moving them up or down using drag-and-drop or the  arrows.

4. If a Section should be removed, click the to the right of the Section label. If a field should be removed, click the icon for that field to delete it from the Section.

5. Click Save.

From the Checklist Administration page, click the dropdown in the upper right-hand corner of the screen and select Reporting Configuration to open the Checklist Reporting Configuration panel.

Click the icon next to Reporting Columns to open the configuration section on the right.

Enter a Name for the Reporting Column that is representative of the data field you are making available for reports. By default, the system will show New Field with a number appended.

Click the icon underneath the new field name to open the configuration box.

Select the Checklist field you wish to make available for Reporting.

1. Choose a checklist from the Checklist dropdown.

2. Choose the field from the Field dropdown.

Click Save.

If a Reporting Column is no longer needed or should no longer be available for reports, click the icon to the right of the name of the Reporting Column.