Reading time 2 mins

Introduction

The User Display lookup lets your organisation determine which user attributes show in any supported user dropdown. Typical options include:

• Name only
• Name and role
• Name, role, and location
• Email address and/or User Reference Number

Note: Customisation is applied at organisation level and cannot be set per individual user.

Availability and limitations

The User Display lookup is currently supported in a defined set of dropdown fields. We plan to add more fields in future releases.

How user details are determined

The values shown when you include Role or Location follow rules based on how roles and locations were assigned. These rules ensure consistency across the platform but may not always reflect a user's daily working pattern.

Using Role in dropdowns

• If roles were added one at a time, the first role assigned to the user is displayed.
• If multiple roles were added in a single save, the oldest role (the role created first in Radar) is displayed.

Using Location in dropdowns

• If a user has a single location role that exists across multiple locations, the oldest location assignment will be shown.
• If a user has only Org or Region roles, no location will be displayed.

Where changes are applied

Lookups are managed by Radar Healthcare.  Please contact the Radar Healthcare Support Team if you wish to implement this feature.

Changes are not immediate — updates take effect the following day.

If you include examples of the desired dropdown appearance (for example, "Show <Name> — <Role> — <Location> — <Email> — <Reference> "), we can confirm feasibility and advise on the expected rollout date.

Areas currently using the User Display lookup

The following modules and fields use the User Display lookup.

Administration

• Create/Edit Location – Manager

• Permission Checker – Select user

• Deputy – Out of Office

Action Plans

• Person responsible – Create/Edit Action Plan

Documents

• Reviewer – Upload document / new version

• Ratifier – Upload document / new version

• Approver – Upload document / new version

Events

• Reported by – Create/Edit Event

• Assign to – Reassign

• Select fields that use the Users data source (Forms)

Event Tasks

• Person responsible – Create/Edit Event Task

• Person to be consulted / informed – Create/Edit Event Task

Persons Involved

• Staff member (User source) — appears once Staff member has been selected

Risk Register

• Risk owner – Create/Edit Risk

• Owner – Create/Edit Risk Control

Risk Tasks

• Person responsible – Create/Edit Risk Task

Scheduled Tasks

• Responsible person – Create/Edit Scheduled Task
• Person responsible – Scheduled Task Action details

Frequently asked questions

Can I change the lookup myself?

No — changes must be applied by Radar Healthcare. Please raise a support ticket or contact your CSM to request the configuration you want.

When will my change appear?

Changes take effect the next day after Radar Healthcare apply the update.

Will the displayed role/location always match the user's current working assignment?

Not always. The lookup shows the role/location determined by assignment history rules described above. If you need a different display behaviour, include this detail in your support request so we can advise on options.