This course introduces participants to Unique Data Management (UDM) custom fields, a designâ€yourâ€own database solution that enables the creation of customized data points to collect and store in CU*BASE.Â Participants learn strategies for working with UDM tools in CU*BASE.
This course is designed for database managers, database administrators, and any other credit union staff member responsible for data.
By the completion of this course, participants will be able to:
â€¢ List best practices for configuring and managing custom fields
â€¢ Identify the toolset needed to manage a set of custom fields
â€¢ View custom fields and their entries
â€¢ Update custom fields and their entries
â€¢ Generate custom field reports
This course covers the following topics:
â€¢ Configuring custom fields
â€¢ Differences between membership-level and accountâ€level custom fields
â€¢ Data entry tools that can be used with custom fields
â€¢ Reviewing custom field entries
â€¢ Database tables that store custom field entries
â€¢ Best practices for maintaining custom fields and their entries