Customise the drop-down lists

Ensuring the drop-down lists in Medical Tracker are configured to suit your school's needs means you will have actionable reports with relative data and make Medical Tracker even easier for staff to use.

How do I add, edit or delete an option from lists?

Important: Please note that this feature is only available to users that belong to a team with permission to 'Add, edit and delete custom lists'.

 

Select 'Settings'

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Select 'Manage lists' - this is where you can add, edit or delete items within various lists including the 'Locations' drop-down

Select the form that relates to the drop-down you want to edit. For this example, we will edit 'How it happened' within the 'Injury' form

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Select 'Add', type in the name of the new option and press 'Save'

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The new option will now appear in the drop-down when recording an injury

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To edit an existing option select the pencil icon next to the drop-down option you want to edit

Please note: Any record that has already been saved with the previous option will not be edited. Only new records will reflect the changes

Edit existing option

To delete an existing option select the cross icon next to the drop-down option you want to delete

Please note: Any record that has already been saved with the previous option will not be deleted. Only new records will reflect the changes made and this option will be unavailable

Delete existing option

Top tips for adding locations:

When adding your locations we recommend adding specific areas rather than general locations for example rather than 'Playground' you should enter 'Climbing frame', 'Football Pitch', 'Seating area' etc. This ensures that your reporting is accurate and you can help identify areas of the school that need more supervision or need to be assessed from a Health and Safety point of view.

Primary school top tip: Rather than adding 'Classroom' we recommend adding each classroom name. This helps identify health and safety hotspots and also allows you to analyse if specific students are regularly being sent down from a specific class.

Secondary school top tip: As secondary schools will have a lot of classrooms and locations we recommend adding in each department. This allows you to find problematic departments, as well as help, identify if specific students are always leaving their class from a particular location.

You can also use the locations to record incidents that have happened at home, offsite, or even on the way to school. We recommend all schools add the following locations:

- Accident on arrival
- At home
- Offsite

How can 'Manage lists' be used in my school?:

For example, the 'How it happened' drop-down within the 'Injury' form contains a number of options that may not be suitable for your school and you may want to add your own options.

Below you are able to see that we want to delete five options and then add two custom options:

To delete:

To add:

Contact with electricity

Contact with machinery

Exposed to a harmful substance

Struck

Trapped

Fell over whilst playing
Ran into another student


This is how it will now look with the updated lists:

Pre-populated options:

Updated with custom options:

Updated list

 

Updated with custom options

 

Which lists can be customised?

As well as the 'Locations', you can edit the following lists:

Injury Injured area Injury symptoms How it happened? Treatment administered What happened next?
Illness Symptoms        
Bumps & Scrapes  Injured Area Injury symptoms      
Mental Health Conditions        
Medication use Name of medication        

Medication type

Types/units        

Accident Investigation

Contributing Factors        

Archive Reasons

Reason        

 

Who can customise lists?

Please note that this feature is only available to users that belong to a team with permission to 'Add, edit and delete custom lists'. If a user previously had the ability to add, edit or delete locations they will now be able to manage custom lists.

You can see if you have access to this feature by selecting 'Settings' at the top right-hand corner of Medical Tracker. If you can see 'Manage lists' you have full access to add, edit or delete. If you cannot see 'Manage lists' please speak with one of your school's Medical Tracker administrators who will be able to edit your permissions to give you access.

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