In this video tutorial, I am going to walk you through the process of customizing the software to your specific circumstances.
Over here on the record screen, you can see that there three sections, Stay well strategies, triggers, and symptoms. These headings can be customized, as well as all of the fields underneath.
Each section has its own customize button. If you click on the Custom button for the Stay Well Strategies, you will notice all of the fields that appear on the record screen appear in the custom box.
In this box, you can add fields, delete fields, or edit the names of fields.
For example, if Medicine taken does not apply to you, you can delete it by highlighting it and clicking the negative sign in the lower left corner.
If you have any prior data in that field, a window will popup asking you if you are sure you want to delete the field. After we delete a couple of fields, and click okay, you will see how the Stay Well Strategies section has been changed.
You can also add a new field if you wish. To do so, click on the plus sign in the lower left corner and then type in the name of the new field. If you press okay, you can now see that your new field shows up in the section.
You can also change the positioning of each field. So let’s say for example one of the fields is used quite frequently by you, you may want to move it all the way to the top. To do so, highlight the field and press the move up button until you are satisfied. If you’ve taken it any spaces too far, just press the move down button. Here is what the section looks like after we have moved this field to the top.
If you want to make a field have the option to be rated, simply check off the box next to the field under the Rate heading. If you want to take the rating option away from one of the fields, just uncheck the Rate box.
Lastly, if you want to change the name of the heading go back into the custom box, and delete the old heading under Title, and type in your new heading.
When you hit the okay button, you will immediately see the change to your heading.
This same process for adding, deleting, and changing the names of the fields or headings will work for all three sections.
And that is how you use the customization options to make the application further suit your needs. To learn more about how to use Optimism, be sure to view the rest of our videos in our tutorial series.