Custom Screens allow GEMS clients to capture client-specific data and seamlessly incorporate that data into GEMS navigation menus, snapshots, searches, advanced reports, etc.
Please note: Though you can create a custom screen at any time, it is best to do so once you have created the custom fields you want to place on the screen. Please see the section ‘Adding Custom Fields’ for details on how to create custom fields.
To create a custom screen, go to the following:
Admin > GEMS Administration > Navigation Menu Manager.
In the Menu Management menu, click on the entity type for which you want to create a custom screen.
Ensure that the ‘Add/ Edit Custom screen’ is selected in the drop-down list and click the Go button.
The Custom Screen Search window is displayed with a list of all existing custom screens.
Click on the New Custom Screen hyperlink. The Custom Screen Wizard is displayed.
Enter a name for the custom screen you are creating. This is the name that will be displayed in the navigation menu and at the top of the screen.
Then select the screen type from the drop-down list. The available options are:
Data Screen - This is a data entry screen used to capture specific data on a single screen. The standard Basics screen is an example of a data screen.
Data Screen with Summary List - This is a summary list screen used when more than one example of the data to be captured needs to be entered. For example, the standard Appointments Screen. This type of screen enables the user to search across multiple records as well as capture multiple records of the same logical element.
Navigation Menu Heading - This appears as a heading in the navigation menu and is normally used if you wish to create sub-sections under a separate logical heading. For example, the standard ‘Basics’ Menu item opens up a sub-menu listing. If you select this option, click the Finish button on the Wizard next and get to step 19 of this procedure.
Click Next. The Configure Screen step of the Custom Screen Wizard is displayed.
Click the Modify Screen button. A new window is opened on which you can create custom fields.
Ensure that ‘Add/ Modify Custom Field’ is selected in the dropdown list and click the Go button. A list of previously created custom fields is displayed.
Click on the name of the custom field you want to add to your screen. The field is added to the window where you originally created the custom field. Repeat the process until you have all the custom fields you require on the popup window.
If you want to create a new custom field to add to the screen, click on the ‘New Custom Field’ hyperlink on the Custom Field Search screen and follow the instructions in the section ‘Adding Custom Fields’.
To remove any of the fields you have added from the popup screen, click the Delete icon next to the name of the field.
Once you have finished adding custom fields to your custom screen, close the popup window and return to the Custom Screen Wizard. It will be updated with all the custom fields you have added.
If you have created a Data Screen, click Finish on the Wizard next and go to step 19 of this procedure.
If you have created a Data Screen with a Summary List, click Next on the Wizard. The Select Summary List Columns step of the Custom Screen Wizard is displayed.
Select the checkboxes next to the fields that should feature in the summary list of the custom screen and click Finish on the Wizard.
A popup window is displayed asking if you wish to add the custom screen to any of the existing navigation menus.
If you wish to do so, select the checkbox next to the relevant menus and click the Save button. Otherwise, click Cancel to proceed.