Adding Custom Tests

Adding Custom Tests

Adding Custom Tests


The custom test feature is a great option for those TPAs that offer a variety of services and testing options. If there is not an option already created for your specific testing needs, you now have the option of adding your own custom test.


You are able to save your progress and come back to finish editing later by following the instructions under the final step for creating the custom test.


When creating a new test record, any field left empty will not show on the final report.


Step 1:

Select “POCT” then “Add New On-Site Test” from the drop-down menu at the top of your screen.



Step 2:

Now select “Setup New Custom Test” from the bottom right corner of your screen.



Step 3:

Now you are able to name your new custom test by clicking on the test name.



Step 4:

You are able to add new sections to the test by selecting “+ Add New Section”.



Step 5:

Next you are able to name the section and add a description for the section.


**When editing fields and sections, you will need to make sure you are editing from the properties section of your screen.


Step 6:

If you would like the section to be full size select the “Full Width” option in the section properties.



Step 7:

Now select “+Add New Field” inside the section you have just created.



Step 8:

Next you will want to name the field you have created inside the section.


Step 9:

You will want to select the field type from the drop-down menu and complete the field properties for that type. 

**Please see information below the last step for more information on field types, their properties, and what they can do.



Step 10:

To add more fields select the “+Add New Field” option. 



Step 11:

To create more sections select the “+Add New Section” option.


Step 12:

Once you have created all the fields and sections you require, you are able to preview how your custom test will look by selecting the “Preview” toggle at the top of your screen.

Step 13:

If you are satisfied with how your report looks, select the “Save As New” button at the top of your screen.


Step 14:

Now you will be asked to enter a name for the custom test and then select “Save”.


Step 15:

Now select the “Settings” button at the top of the page.


Step 16:

Here you will be able to set the display name and system name for the custom test (this is the unique system identifier for the test). 




Step 17:

Now select which field you will be using as the overall result. At this time only Check Boxes, Drop Downs, and Radio Buttons are supported.


Step 18:

Next, select if you would like to enable the clearance letters for this test. You will need to have an overall result field defined in order to be able to select this option.


Step 19:

Now select “Active” if you would like this custom test to be active at this time, and then select “Close”.



***If you have selected the custom test to be active, when you select “Add New On-Site Test” from the POCT drop-down menu you will be directed to the “Create New Test Record” page. At the bottom of your screen you should now see your custom test added to your list of test options.



***If at any time you need to exit and finish creating the test at a later time, or delete a saved custom test you are able to do this by following the steps below.


To Save:

  1. Select “Save as New”

  1. Name the new custom test and select “Save”.

To Open and Edit or Delete:

  1. Go into your settings page.

  1. Select “Custom Tests” from the menu on the left side of the page.

  1. Select “Edit” or “Delete” beside the test you are looking for.






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