Organization Collections

Define Custom Gender list

Global admins can override the default Gender list in a users contact record and it can be added for a specific tenant if needed.

The Contacts/People/Gender/Type collection of Global tenant contains the default fields used when a new tenant is created.

To change the Gender field options:

1. In the Accounts toolkit, select the Organization counter.

2. Search for the Organization, that you want to update the Gender list for, and click on the Organization Name in the Name column.

3. Click on the Collections tab and select Contacts/People/Gender/Type from the dropdown list in the Collections field.

4. Click the plus icon next to Items to create a field. If more than one field is required, click the icon multiple times.

5. Add the different Genders required

6. Click the Save button.

Customize Document Type on Add New Document page (Collections)

When creating a New Document on the portal, there are 6 types of documents that is on the New Document list by default:

• Competency Clustering

• Customized Occupation Profile

• Customized Skills Checklist

• Job Description

• Occupation Profile

• Skills Checklist

We are able to customize this list for Orginazations so they they only see the document types they are using.

In the Accounts Toolkit, open the Orginazations counter and search for the Orginaztation you would like to update the list for.

Under the Collections tab, select Standards/Document/Type from the dropdown menu below the Collection field.

Click on the Plus icon <i class="fa fa-plus-circle" aria-hidden="true"></i> next to the Item field, this will create the text boxes where you can enter the document types required by the Orginazation. After adding the required documents, click Save.

Only the documents you added to the Standards/Document/Type list will appear in the New Document field on the portal.