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Creating Custom Record and Report Types

Learn how to create custom record and report types for your community!
Custom record and reports are limited based upon your subscription version. For more information, please view our pricing page.

What are custom records and reports?

Sonoran CAD allows your community to create custom records and incident reports for police, fire, and EMS services. This tutorial will cover the basics of creating a new custom report or record and general usage of the system.

Video Tutorial

View our video tutorial on creating custom reports and records.

Creating a new Report or Record:

1. Navigate to the Record Editor

Navigate to Admin > Customization > Custom Records

2. Select the new Record Type

From the "New Record Type" dropdown, select the desired record type. Records follow the standard record editing and lookup system, and require a civilian or vehicle field to be searched. Reports can be searched in the unit's report center via number or identifier.
Sonoran CAD's Custom Record Types

3. Add Custom and Pre-made Sections

Add your desired custom and premade sections, edit fields, and more!
Select custom or premade sections from the dropdown buttons
If your section is a custom character or vehicle field, you can toggle on the search button. This allows the section to be filled via when creating a new one. Learn more about ensuring civilian and vehicle searches link to your custom record fields.
The enable duplicate button allows users to click and create a new copy of the section while filing the record.
Sonoran CAD: Custom Record Section Options
Field Types
Field Options
Field Mask
Field Size
Dependencies

4. Save the Record

Be sure to set the record name, and press SAVE
Saving your new custom record

Using your new Record Type

In the police, dispatch, fire, or EMS page you can now add or search for the new record type.

Using your New Report

1. Accessing the Reports Center

In the police, dispatch, fire, or EMS page, select "REPORTS" in the top action menu bar From here, you can create a new report, search existing reports, and view reports requiring supervisor actions.
Sonoran CAD Reports Center

2. Creating a New Report

Select "New Report" and the desired custom report type from the dropdown button From there, you can fill out the fields and add the record.
If the "NEW REPORT" button, or actions on the report viewer are disabled, you are missing the permissions to do so.

3. Supervisor Panel

The supervisor panel shows all reports that have a blank field that requires supervisor permissions. If you do not have the supervisor panel enabled, you will need to have the supervisor permission granted on your account.

Updating Old Records with New Preview Fields

Many communities decide to enable a custom field for preview after many records of that type have already been created.
Ex: Adding a previewed field to show the license "Type"
Communities can process a manual updating of historical records in the custom records menu.
Resync Preview Fields
Resync Preview Fields - Confirm

How does the re-sync work?

Sonoran CAD will search for all records of this type and attempt to automatically update any historical records with the latest preview field preferences.
Because Sonoran CAD records are entirely customizable, changing the field UID (unique ID) from one revision to the next will result in a failure to match and update the preview field.
Database sync records do not have the option to re-sync, as they will always be up-to-date.
A re-sync is only available once per 10 minutes.

Linking Vehicle and Character Searches

Custom records allow the addition of a character and vehicle search button in sections. Clicking these allows the user to search and import a vehicle or character into the record section.
Custom Record - Vehicle and Civilian search sections
In order for these searches to properly place the vehicle and civilian record in your custom record fields, specific field uid values must match.

Civilian Field UIDs

The default Civilian record has the following field UIDs:
first last mi dob age sex aka zip occupation height weight skin hair eyes emergencyContact emergencyRelationship emergencyContactNumber residence
When creating your custom record section with civilian search imports, those field UIDs will also need to match. The image below shows a custom record with the civilian search section toggled with the matching field UIDs.

Vehicle Field UIDs

The default Vehicle Registration record has the following field UIDs
type plate make model color year
When creating your custom record section with vehicle search imports, those field UIDs will also need to match. The image below shows a custom record with the vehicle search section toggled with the matching field UIDs.