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W E B I N A R S
WHERE DO I PUT THAT?
I’ma give you a great webinar today.
But First...
How Do You Track All Your
Extra Information?
After 18 years at TOPS, I
am the office historian.
- Andrea Drennen, CMCA
PLANNING YOUR CUSTOM FIELDS
What do you need to track?
Where does it belong?
(category/screen)
How you want to enter it?
(free form gives you the least amount
of control)
How you intend to use it?
(search, reporting, letters)
WHAT DO YOU NEED TO TRACK?
How to choose which data should become custom fields
 IF YOU NEED TO WRITE IT DOWN
 IF YOU WILL EVER
COMMUNICATE IT TO A RESIDENT
 IF YOU USE IT MORE THAN ONCE
 IF ANYONE OTHER THAN YOU
USES IT
…THEN IT SHOULD BE TRACKED!
WHAT SHOULD YOU BE TRACKING
WHERE SHOULD IT GO?
Best practices for organizing custom data
THE COMMUNITY ASSOCIATION DATA STRUCTURE
Community
Properties
Homeowners
Work Orders
Architectural
Requests
ViolationsRenters
Vendors
Banking
Service
Providers
Contractors
GROUPING CREATES CONTEXT
HOW WILL YOU USE IT?
WAYS YOU CAN USE CUSTOM FIELDS
 Lookup (internal)
 Notes
 Sorting/Filtering/Tagging
 Reporting
 Communications
Each of these
options informs
how you name
your fields, and
what data types
you should set.
“
”
No matter how obvious a field name is to
you, chances are someone is going to be
confused by it.
 Clear
 Informative
 Short (for reporting)
 Easily distinguished from other fields
 Unique
 Context Clues
NAMING CONVENTIONS: BEST PRACTICES
Short Text
(single line –
~100 characters)
Long Text
(multi line –
~500 characters)
Number
(Whole, Decimal,
Currency)
Date
(date picker)
Checkbox
(yes/no or on/off)
List
(select from a
predefined set of
options)
DATA TYPES (HOW DO YOU INTEND TO USE IT?)
CUSTOM FIELD PLANNING BOARD
Module Category Label Type
GARBAGE IN, GARBAGE OUT
SAMPLE CUSTOM FIELDS
COMMUNITY
• Annual Meeting Date
• Board Meetings are
Held On
• Percent Required for
Quorum
• Other Policies
• Trash Pickup Day
• Recycling Pickup Day
• Estoppel Processing
Fee
• Document Request
Fee
• Emergency Contact
BOARD/COMMITTEE
• Training Completed?
• Date of Last Board
Training
• Term Expiration Date
BANKING
• Active CDs
• Interest Rates
• Maturity Dates
PROPERTY
• Parking Spaces
• Gate Access Code
• Boat Slip
• RV Space
• Bedrooms
• Bathrooms
• Garage
• Water Heater
Inspection Date
OWNER/RESIDENT
• Pool Pass
• Amenity Access Code
• Birthday
• Anniversary
• Move-in Date
• Move-out Date
• Lease Start Date
• Lease End Date
• License Plate
• License
• Service Animal (y/n)
• Shirt size
• Children’s names
• Pet names
• Pet Breed/size
• Service Animal (y/n)
• Generator
• Medical
QUESTIONS? REQUESTS?
andread@topssoft.com

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Best Practices for Custom Data Field Setup

  • 1. W E B I N A R S
  • 2. WHERE DO I PUT THAT? I’ma give you a great webinar today. But First...
  • 3. How Do You Track All Your Extra Information?
  • 4. After 18 years at TOPS, I am the office historian. - Andrea Drennen, CMCA
  • 5.
  • 6. PLANNING YOUR CUSTOM FIELDS What do you need to track? Where does it belong? (category/screen) How you want to enter it? (free form gives you the least amount of control) How you intend to use it? (search, reporting, letters)
  • 7. WHAT DO YOU NEED TO TRACK? How to choose which data should become custom fields
  • 8.  IF YOU NEED TO WRITE IT DOWN  IF YOU WILL EVER COMMUNICATE IT TO A RESIDENT  IF YOU USE IT MORE THAN ONCE  IF ANYONE OTHER THAN YOU USES IT …THEN IT SHOULD BE TRACKED! WHAT SHOULD YOU BE TRACKING
  • 9. WHERE SHOULD IT GO? Best practices for organizing custom data
  • 10. THE COMMUNITY ASSOCIATION DATA STRUCTURE Community Properties Homeowners Work Orders Architectural Requests ViolationsRenters Vendors Banking Service Providers Contractors
  • 12. HOW WILL YOU USE IT?
  • 13. WAYS YOU CAN USE CUSTOM FIELDS  Lookup (internal)  Notes  Sorting/Filtering/Tagging  Reporting  Communications Each of these options informs how you name your fields, and what data types you should set.
  • 14. “ ” No matter how obvious a field name is to you, chances are someone is going to be confused by it.  Clear  Informative  Short (for reporting)  Easily distinguished from other fields  Unique  Context Clues NAMING CONVENTIONS: BEST PRACTICES
  • 15. Short Text (single line – ~100 characters) Long Text (multi line – ~500 characters) Number (Whole, Decimal, Currency) Date (date picker) Checkbox (yes/no or on/off) List (select from a predefined set of options) DATA TYPES (HOW DO YOU INTEND TO USE IT?)
  • 16. CUSTOM FIELD PLANNING BOARD Module Category Label Type
  • 18. SAMPLE CUSTOM FIELDS COMMUNITY • Annual Meeting Date • Board Meetings are Held On • Percent Required for Quorum • Other Policies • Trash Pickup Day • Recycling Pickup Day • Estoppel Processing Fee • Document Request Fee • Emergency Contact BOARD/COMMITTEE • Training Completed? • Date of Last Board Training • Term Expiration Date BANKING • Active CDs • Interest Rates • Maturity Dates PROPERTY • Parking Spaces • Gate Access Code • Boat Slip • RV Space • Bedrooms • Bathrooms • Garage • Water Heater Inspection Date OWNER/RESIDENT • Pool Pass • Amenity Access Code • Birthday • Anniversary • Move-in Date • Move-out Date • Lease Start Date • Lease End Date • License Plate • License • Service Animal (y/n) • Shirt size • Children’s names • Pet names • Pet Breed/size • Service Animal (y/n) • Generator • Medical

Editor's Notes

  1. Some examples of custom data for community associations: birthday anniversary move-in date move-out date parking space boat slip  CC&Rs RV space pool pass code amenity access insurance policy license number trash pick-up day lease start date lease end date tax ID annual meetings general meetings board meetings emergency contact gate access code annual meetings percent for quorum license plate
  2. What should you track?
  3. Where should it go? Map your custom fields to the lowest branch on the tree.
  4. How Should you Organize it? How will it display on the screen?
  5. What should you call it? Naming Conventions
  6. How you want to track it? Choose the option that is the least restrictive with the use case you have in mind.