May 5, 2016 | Barb Carr

Technically Speaking – TapRooT® VI Custom Tabs

Custom Tabs… You may wonder, what exactly is a custom tab and how would it benefit me?

Custom tabs allow any user to create their own personalized screen of information in the TapRooT® Software. For example, you can create a tab that contains all the information for your final management presentation, or you can create an audit form with 10 questions to ask during an audit. Even better, these tabs can be customized on a per user basis or per division (i.e. if you have multiple factories at your company).

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You can create these custom tabs through the Admin > Custom Tabs section.
Simply create any field, label it, and then choose where and how it displays on the page. Fields can be dates, currency, yes/no questions, checkboxes, dropdown lists or paragraph textboxes.  Field order can be rearranged easily by dragging the field up and down the custom tab.

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Custom fields have existed before in the TapRooT® Software, but this offers a fresh new experience for getting exactly what you want. You determine what tabs show up for your audits, incidents, and investigaitons.

Any field that is exists can be added to your reports. Choose, rearrange, and format any fields onto your report to get the exact information your management team wants to see.  It’s about time we got management to notice!

Technically Speaking is a weekly series that highlights various aspects of our Version 5 software, introduces you to the upcoming TapRooT® VI release and occasionally includes a little Help Desk humor.

Remember, just because it’s technical, doesn’t mean it has to be complicated!

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