Profile Data - Setup

System Defaults

Go to the Setup Menu and go into the System Defaults module. Then select the Misc. tab and there you will find the Access to Profile Data Window field.

Here you can choose to have the ability to add Profile Data through CAD, Case Management, Citations, or Interviews. We recommend only adding Profile Data to Citations or Interviews to keep from having duplicate Profile Data information entered.

Code List

You can set up your Profile Data codes by going to the Setup Menu and go into the Code List module. There you can select the category as Profile Data and the subcategories are the codes that will need to be setup.

Below are some examples of the codes that you can put into your Profile Data code fields. To find out more about where these codes are entered, go down to the Data Entry section of this document.