Capturing Dietary Restrictions vs Allergies

Moriah Petersen Griffin

I'm looking to capture student dietary restrictions on a medical form and store that information on their profile somewhere. This should be different than allergies since a student who is vegetarian by choice coming into contact with meat is less concerning than a student who has a life-threatening allergy to peanuts. Has anyone come up with a way to capture that information and be able to run a report to see a list of any dietary restrictions? Thanks!

Jess Moxsky

@Moriah Petersen Griffin
Would a custom field work? Unless it needs to be a more restricted field, in which case maybe an admin-only custom field? I believe you can use custom Forms to populate custom fields on the contact card, but I'm not sure if you can do the same with the admin-only custom fields.

John Bozek

@Moriah Petersen Griffin not sure if Jess has your needs covered it is sounding to me like you have data that is already on a form and you would like to attach that form to a students record but only certain people can view the form?

for this you can use:

core → System tools → Bulk upload

1) core → System tools → Bulk upload → Manage user files → add folder/add file name

something like Folder “Medical info” File Name “Dietary Restrictions”

2)

core → System tools → Bulk upload → Bulk upload Files

into the folder you have just created

3) most important part

core → System tools → Bulk upload → Manage user files →edit (next to the folder/file you just created)

set the permissions of Roles who should see the information.