Customization User Story Summary

User Story Summaries are for capturing notes about broad user stories, or user story themes, related to a particular topic. These may be used as inspiration and source material for creating specific user stories, which may in turn be implemented in various system releases. Some of these broad stories, or themes, may not be implemented in the 1.0 release.

Field Customization

Sysadmin can add a new field (with defined behavior)

Sysadmin can rename a field

Sysadmin can hide a field

Sysadmin can delete a field (limited to fields added by institution; core schema fields can be hidden but not deleted)

Sysadmin can rearrange a form

Sysadmin can reorder fields within a section on a form

Sysadmin can hide "sections" of a form (e.g., the entire Insurance section on the Intake form)

Sysadmin can set a section to start out as collapsed/minimized

Sysadmin can reorder sections of a form

Sysadmin can hide a procedure (e.g. intake, conservation)

Sysadmin can associate an existing field with a new controlled vocabulary

Sysadmin can associate an new field with an existing controlled vocabulary

Syadmin can associate a new field with a new controlled vocabulary

Sysadmin can adjust tab order to accommodate new fields, reordered sections of a form, and so on.

Look and Feel Customization

Sysadmin can define the look and feel (skin) of the system