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How do dynamic fields work in Losses and Recoveries?

Now in Pirani, you can customize the forms associated with losses and recoveries within the events registered in the system, thanks to the dynamic fields functionality. This enhancement allows organizations to tailor the forms to their specific needs or event types by incorporating the fields deemed relevant for the analysis and traceability of information.

Default Fields
 By default, the system includes the following fields in each type of form:

Loss Form:

  • Accounting Date
  • Time
  • Amount
  • Accounting Account
  • Description

Recovery Form:

  • Recovery Date
  • Accounting Time
  • Type of Recovery
  • Amount
  • Accounting Account

These base fields ensure a minimum level of traceability and uniformity in information recording, but they can be expanded or modified by each user or unit according to their operational or regulatory requirements.

Dynamic fields can be found in the parameterization module, gear icon, ORM, Compliance, and ISMS, by navigating to "Fields."

How to Add a Custom Field

Go to 'Fields', where you will see the available tabs for 'Losses' and 'Recoveries'. A blank state will be displayed, inviting you to add new fields to the form.

You can add a section, which allows you to create a default division using dynamic fields.
Add a name and a description to the field you are going to add.

When you click on "Add", options will appear to customize the new field:

Field Types

  • Short text: In this field, users can enter up to 150 characters.

  • Long text: This option allows up to 1,500 characters.

  • Single-select menu: In this field, only one option can be selected.

  • Multi-select menu: This field allows selection of more than one option.

  • Composite single-select menu: In this field, only one option can be selected, but you have two input areas per option: one for the option ID and another for the description.

  • Composite multi-select menu: In this field, more than one option can be selected; additionally, you have two input areas per option: one for the option ID and another for the description.

  • Date: You can select a date from the calendar or type it manually for better visualization, easier calculations, error prevention, and standardized formatting.

  • Numeric: You can enter up to 15 digits and use periods (“.”) to separate thousands and commas (“,”) to separate decimals.

Important: In all of these, you can determine whether the field is mandatory by clicking the icon in the upper left corner.

Bulk Upload: For single-select and multi-select fields, you can bulk add the available options. This feature provides two suggested templates:

  • Download blank templates: This template is used to add new options.

  • Download template with existing options: This template is used for hierarchical fields. It will be downloaded with identifiers that will help link the hierarchical field options.

What to do if the field takes up too much space in your form?

In the upper right corner, you will find two options to adjust the size of the field you are creating:

  • Short field: The space will be split, allowing you to create a new field next to it.

  • Long field: The field will retain its original size.

How to preview and save the field you are creating?

Before publishing the field you’ve created and that will appear in the module’s form, you can preview it and save your progress. By clicking on the eye icon (Preview), you’ll see how the field is currently looking.

How to publish the field?

When you have the field or fields you want to add, you can click Publish. Keep in mind that once you have published your new fields, you will not be able to revert to the previous settings of your forms. This means that if, in the future, you want your forms to return to Pirani’s default conditions, you will need to delete each of the new fields you created one by one.

How to delete the created field?

To delete the field, you must click on the trash bin icon. When you delete a field, all information associated with that field in your records of risks, processes, controls, events, losses, recoveries, and action plans will also be deleted.

How to add a hierarchical structure in the Losses and Recoveries forms?

Incorporating a hierarchical structure into the Losses and Recoveries forms allows conditioning the visibility or availability of certain fields based on values previously selected in other fields. This functionality facilitates the configuration of more precise information flows tailored to the specific context of the reported event.

By implementing this hierarchy, data traceability and consistency are significantly improved, ensuring that users capture only the information relevant to each type of loss or recovery, thereby preventing errors or omissions in the record.

Please refer to our step-by-step guide on hierarchical fields in our Help Center here.

Now you can! Start managing your dynamic fields.

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