You can customize the visible fields on the transformation log, as well as whether clients are required to give transformation log updates, update their own measurements, or whether these updates require staff verification. A visual representation of the visible fields appears on the right side of the page.
Note: The Manage transformation log staff role permission is required customize the transformation log.
To customize the transformation log, follow these steps:
Click the App Drawer button
then click Setup > Clients > Transformation Log.On the Transformation Log page, configure the following settings:
Require transformation log update – Set a mandatory update frequency (days, weeks, or months). If a client’s transformation log isn’t updated by the required date, an alert will be placed on the client’s profile.
Updates can be entered [#] days prior – The number of days available for clients to update their log. Updating a transformation log before the required date won’t change the date of the next required update.
Clients can update measurements – Allow clients to replace existing log entries.
Require staff verification – Mandate staff verification for client updates.
Set the following checkboxes for each field:
Private: Makes the field invisible to clients.
Required by client: Makes the field mandatory for clients to fill out.
Required by staff: Makes the field mandatory for staff to fill out on behalf of the client.
Click the Options button
next to a field to edit its name or units of measurement (some fields can’t be modified).Set a field to OFF to remove it from the transformation log.
The transformation log won’t be visible for clients if all fields are hidden.
Click Save.