Dynamic Fields in Losses and Recoveries

Customization in the management of loss and recovery events is crucial for effective decision-making. Dynamic fields allow forms to be tailored to the specific needs of each organization or event type, ensuring that only relevant information is captured. In this article, we will explain how this functionality enhances traceability, analysis, and data quality within the system.

What are Dynamic Fields in Losses and Recoveries?

From now on, you will be able to customize the forms associated with losses and recoveries within the events recorded in the system, thanks to the dynamic fields functionality.
This enhancement allows forms to be tailored to the specific needs of each organization or event type, incorporating the fields deemed relevant for analysis and traceability of information.

What are Dynamic Fields Used For?

Dynamic fields are used to:

• Tailor forms to the operational reality of each area, unit, or event type.
• Capture specific information not included in the default fields.
• Facilitate the analysis, tracking, and traceability of loss and recovery events.
• Automate workflows and condition fields based on user responses (hierarchical structure).
• Standardize the data entered into the system, reducing errors and improving report quality.

Benefits for Your Organization

• Total Flexibility: Each organization can build forms aligned with their actual processes and needs.
• Better Control: It allows defining which fields are mandatory and how they should be completed.
• Standardization: Helps capture information in clear and consistent formats.
• Greater Traceability: The information recorded is richer and more accurate, improving risk management.

Advantages for Your Organization

• Reduction of Rework Due to Data Entry Errors.
• Better Alignment Between Technology Tools and Internal Control Policies.
• More Useful Information Ready for Analysis and Auditing.

What Problems Does It Solve?

The implementation of dynamic fields and hierarchical structures addresses several challenges organizations face when managing information related to losses and recoveries.

One of the main problems is the use of generic forms, which do not adapt to the different types of events or contexts. This results in unhelpful records and hinders subsequent analysis. With dynamic fields, it is possible to fully customize forms, including only the relevant fields for each case.

Another common challenge is the time wasted filling out unnecessary information. Thanks to the hierarchical structure, the appearance of certain fields can be conditioned to appear only when applicable, making the form more streamlined and intuitive for the user.

It also solves the problem of incomplete or poorly recorded data. Fields can be set as mandatory, and their specific format (text, number, date, etc.) can be defined, helping to standardize the information and reduce errors.

In terms of traceability, many accounting and auditing processes lack sufficient detail. With dynamic fields, information is captured more accurately and in a more structured manner, facilitating supervision and internal control.

Finally, these fields allow for the standardization of how events are recorded and reported across the organization, significantly improving the ability to perform comparative analysis between units, processes, or periods.

How It Works

Dynamic fields are configured from the Parametrization module > Fields.

Basic Steps:

1. Access the Parametrization module (gear icon).
   
   
2. In the "ORM" section, select Fields.
   
   
3. Choose whether you want to configure fields for Losses or Recoveries.
   
   
4. Click on Add and select the type of field you need.
   
   
5. Define the name, description, whether it will be mandatory, its size, and whether it will be conditioned by another field.
   
   
6. Save or publish the new field.
   
   

💡 You can also bulk upload options for single or multiple selection menus and preview how the form will look before publishing it.

Are You Already Using Dynamic Fields for Losses and Recoveries?

Find out how to create your dynamic field for losses and recoveries in our Help Center modules.
Try it now!
Available starting from the Starter plan. Schedule a demo with our sales team!