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1. Log in to DCI

2. Select Settings on the main menu

3. Select Custom Field Definitions on the submenu

4. Click Actions

5. Select Add New Custom Field from the drop-down menu

6. Complete the Add New Custom Field form wizard

1. Item Type (required): Select Authorization

2. Name (required): Type the name without spaces. Choose a name that describes what the custom field is such as Month1Budget.

3. Label (required): The label is what users will see in DCI as the field name

4. Description: Add a description of the custom field

5. Help Text: Add optional text to help users understand what the field means. This will appear as a tooltip (i icon) next to the custom field on the authorization. Users will hover over it to view the help text message.

6. Input Type (required): Select Numeric

7. RegEx: Optional field

8. Default Value: Add an optional default value. Users may still enter numbers other than the default value.

9. EDI (required): Select Yes or No

10. Required (required): Is this a required field? Select Yes or No.

11. Status (required): Select Active or Inactive

7. Click Save

8. Repeat steps 4-7 for each month (i.e., Month 2 Budget, Month 3 Budget, etc.)

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