About the Field Settings Page
The Field Settings page enables an administrator to provide an additional layer of security to protect SEP data that is considered highly sensitive or personal in nature, such as an individual's social security number and date of birth. The settings on this page enable the administrator to specify which fields in individuals' records are visible to users and which fields are mandatory (must contain a value before they can be saved).
Overview of the Field Settings Page
Overview of the Field Settings Page
The illustration below identifies the main elements on the Field Settings page. Descriptions of these elements are provided later in this topic.
Permissions
You must have Field Settings > View/Modify/Delete permissions assigned to your role to view and change the settings on this page. Permissions are set on the Permissions tile in the Settings group. For details, consult the table in this topic: Role Permission Settings.
Breadcrumbs
Breadcrumbs are the navigational trail that lets you know which page you are currently on as well as each page you visited before arriving at the current page. The breadcrumb trail appears in the top-left corner of every page. It reads from left to right, with the link farthest to the left always being the Home page and the links after it showing each page you visited since leaving Home.
Each page shown in the breadcrumb trail is a link. Click a link to return to the named page. In the breadcrumb trail illustrated below, the user is currently on the Settings page:
Clicking Home takes the user back to the Home page.
Toolbar
The toolbar in the upper-right corner contains a set of frequently used command buttons. These buttons are listed below. Click an item to expand it and view its description.
Field Settings Help Field Settings Help
Opens the Help documentation for the Field Settings page.
Save Field Settings ButtonSave Field Settings Button
After you select settings to make a field secure and/or mandatory, click to save your settings.
Cancel Field Settings ButtonCancel Field Settings Button
Reverses or undoes all previous actions. For example, if you mistakenly selected the Secure checkbox for the Social Security Number and Address fields, click to undo changes.
Sensitive Data Fields
This section lists four SEP fields that contain sensitive data:
- Social Security Number
- Drivers License
- Date of Birth
- Address
Secure Field Checkboxes
For a given field, you cannot select both the Secure and Require checkboxes.
The Secure checkbox to the right of each field lets you control visibility of the field in each individual's record. Each field's checkbox presents a two-option setting. Simply select or deselect a checkbox to enable/disable field-level security.
- Select a field's checkbox to apply security to the field. When selected, users who do not have View Secure Fields permission tied to their role cannot see the field. On the other hand, users with View Secure Fields permission tied to their role can view the field and its data.
- When the checkbox for a field is not selected, the field and its data are visible to all users.
Required Field Checkboxes
You cannot select the Secure checkbox and the Require checkbox for the same field.
The Required checkbox lets you specify whether the named field must contain a value before the record can be saved. Select or deselect the checkbox to enable (checked)/disable (not checked) mandatory input. By making a field mandatory, you can ensure that certain information is collected for individuals.
Related Topics
How to Make Sensitive Data Fields Secure and Mandatory