Best Practices for Adding Text

Best Practices for Adding Text


Our Dedication to Customer Satisfaction 

UMedTech is dedicated to supporting our users needs on many levels, including documentation in Notes/Documents, Messages and Tasks. We understand the need for thorough communication to and from the member users as well as amongst the team of dedicated professionals that interact with members everyday.  Throughout the SKY Platform you will notice areas in which users can enter free text up to a 5,000 character limit.  




In some spaces, we have also provided Wiki-text or markups that allow you to format the text, add external hyperlinks or add images as seen below. In order to use this feature effectively and safely, this article will review the best practice guidelines for entering text in these areas of the site so that you know what is allowed and what is not.  




Our Dedication to Security 

You may be wondering why this is even important? Data validation is crucial to ensuring standardization as well as security within all technology based solutions. Data validation is the process of ensuring that the program operates on clean, correct and useful data. It uses routines called "validation rules," "validation contraints" or "check routines." These routines check the data for correctness, meaningfulness and most importantly security of the data that is in put into the system. Examples of this are fields that only accept phone numbers, dates or multiple choice options. 

When providing open text fields in a site, data validation routines are much more open but still have limitations in what characters are allowed. Why? Hackers can write script within open text boxes, also known as Cross-Site Scripting, in an attempt to compromise a website. This is most commonly done not to steal data, but to use the website server as an email to relay spam or serve files of an illegal nature. 

For this reason, when you add text, there are special characters that are not allowed and you will be prompted with an error or inability to complete the function such as "Save Note," "Add Task" or "Name a Program." 


Examples of Special Characters Not Allowed 

Brackets < or > [ or ] { or }
Slashes / or \ 
Apostrophe's (') 
Quotation marks (")
Hyphens (-)
Colon or Semicolon : or ;

For example, when typing in a note you may write in a Note/Document: 

Subject: Program Progress - RED Flag 
Background: Jane Smith, DOB 1/1/1950, began her program 3 months ago with the focus of minimizing low back P!

Everything in RED is classified as a special character in which the program evaluates whether these are allowable or not due to the nature of the sequence. If you try to save the note and you either cannot save it or you get an error, it is due to either of the following reasons: 

1) Exceeded allowable character limit for that space
2) Special characters not allowed

Recommendation? Try to avoid as many special characters as possible in open text fields. 





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