Customizing the transformation log

You can customize the visible fields on the transformation log, as well as whether clients will be required to give transformation log updates, whether clients can update their own measurements, and whether these updates require staff verification. A visual representation of the currently visible fields is displayed on the right side of the page.

NoteOnly staff members with the Manage transformation log staff role permission can customize and modify the transformation log.
NoteThe transformation log will not be visible from client profiles or the Client Web App if all client fields are hidden.

To customize the transformation log:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Clients.
  4. On the Clients menu, click Transformation Log.
  5. On the Transformation Log page, configure the rules for updating a transformation log:
    • To require transformation log updates from clients, set the Require transformation log update option to ON. Under the FREQUENCY heading, select the frequency of the transformation log update requests from the lists. If a client’s transformation log is not updated by the required date, an alert will be placed on the client’s profile.
      • To allow clients to update their transformation log a set number of days before their update date, set the Updates can be entered [#] days prior option to ON and enter the number of days clients can update their log prior to their update date in the box. Updating a transformation log before the required update date will not change the date of the next required update.
    • To allow clients to update an existing transformation log entry for the current day, set the Clients can update measurements option to ON. This update will replace the existing transformation log entry.
      • To require staff verification upon any transformation log updates or changes made by a client, set the Require staff verification option to ON.
  6. Under the PRIVATE column, select the checkbox for each measurement field that should not be visible to clients.
  7. Under the REQUIRED BY CLIENT column, select the checkbox for each measurement field that should be mandatory for clients to fill out when creating a transformation log entry.
  8. Under the REQUIRED BY STAFF column, select the checkbox for each measurement field that should be mandatory for staff members to fill out on behalf of the client when creating a transformation log entry.
  9. Click the Options button next to each measurement field you want to configure:
    1. Under FIELD NAME, enter a new name for this field. This option is only available for Custom field 1 and Custom field 2.
    2. Under FIELD TYPE, select whether this field’s quantity should be expressed with decimals, a whole number, a percentage, or text. You can choose only from the applicable options for each field.
    3. Under MEASUREMENT UNIT, select the unit of measurement for this field. You can choose only from the applicable options for each field.
    4. Click SAVE.
  10. Set the measurement option to OFF next to each measurement field you want to remove from the transformation log.
  11. Click SAVE.
Was this article helpful?
(38 out of 38 people found this article helpful)
Still need help? Contact us
Cancel