Audience: Transportation admins and staff
Purpose: Use User Defined Fields (UDFs) to track student-specific data such as special transportation needs or district codes. UDFs can be used to track any information that is specific to your district or requirements.
User Defined fields can be created for any area in EZRouting (Students, Schools, Vehicles, Staff, Stops or Routes). An administrator has to define a User Defined field before it can be added. User defined fields can be used to track any information that is specific to your district or requirements.
For example – you could use user defined fields for Students to track:
- Eligible Ridership
- Allergies
- Track Signed Paperwork
Once user defined fields are created, they will appear in the “User Defined Fields” tab in the student record. User Defined fields can be filtered on in the Student Tab as well as utilized in reporting.
Steps
- Navigate to Admin Settings > Custom Fields (UDFs).
- Click Add Field.
- Select
- Select the Category (Students) and Enter the Field Name and Type (Text, Dropdown, Date, etc.).
- Click Save Field.
- To populate data, open a student record and locate the new field in the Details tab.
- Enter or select the relevant information.
- Click Save Changes.
Tips
- UDFs appear in imports, exports, and reports once added.
- Use dropdown fields for consistent data entry.
- You can edit or delete UDFs from the Admin Settings menu.
If a UDF will be imported through SIS, please contact Pathwise customer support in order to have the field mapped properly in your data sync.
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