Creating new values in the Code Library

From Subscribe-HR Wiki Help
Jump to: navigation, search
(→‎Code Fields Explained)
 
(17 intermediate revisions by the same user not shown)
Line 1: Line 1:
 +
{{page.name: Core Human Resources: How to create new values in the code library - Subscribe-HR Wiki}}
 +
{{page.head: Creating new values in the Code Library}}
 +
 
__TOC__
 
__TOC__
  
−
===What is a Code Library===
+
=What is a Code Library=
−
A Code Library is an object with a set of values.
+
A Code Library is an object with a set of values.<br>
−
<br>
+
<i><b>Example: Object:</b> Gender <b>Values:</b> Male, Female</i><br>
−
'''Object:''' Gender '''Values:''' Male, Female
+
−
<br>
+
 
<br>
 
<br>
−
Code Libraries can be linked to a drop down combo box, or multiselect box, the result is that the drop down or multiselect will display the values that are in the Code Library.
+
Code Libraries can be linked to a <b>drop down combo box</b>, or <b>multi-select box</b>, the result is that the drop down or multiselect will display the values that are in the Code Library. Code Libraries often have the same name as the drop down that they are associated with making them easy to find.<br>
 
<br>
 
<br>
−
Code Libraries often have the same name as the drop down that they are associated with.
+
Most of the Code Libraries in the system can have additional values added and values removed. If you are unsure of the name of the Code Library that you wish to change, try searching for the name of the drop down. In our example we should search for Gender.
  
 +
==How can I tell which Code Libraries I can add and removed values from==
 +
Code Libraries that are underlined are locked and the values cannot be changed. This is all for good reason too. If you do need values added to a locked Code Library you should contact Subscribe-HR.
  
−
===Creating new values to an existing Code Library===
+
==Creating new values to an existing Code Library==
−
# Select the Maintenance TAB.
+
# Select the <b>Maintenance</b> TAB.
−
# Select the Code Library folder.
+
# Select the <b>Code Library</b> Folder.
 
# You will see a list of Library Codes, locate the desired Code Library and select it.
 
# You will see a list of Library Codes, locate the desired Code Library and select it.
−
# Select the Codes subfolder from the left menu.
+
# Select the <b>Codes</b> SubFolder from the left menu.
−
# Select the create button.
+
# Select the [Add new record] button.
−
# Enter the value into the <b>Code name</b> field.
+
# Select <b>Selected by default</b> if required.
−
# Select the Save button.
+
# Enter the value into the <b>Code Name</b> field.
 +
# Select the [Save] button.
 
   
 
   
−
<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b>
+
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
−
<br>
+
−
<br>
+
  
 
===Code Fields Explained===
 
===Code Fields Explained===
−
<table border="1" width="700" id="table1" cellspacing="1">
+
<table border="1" width="700" id="table1" cellpadding="0" cellspacing="0">
 
<tr>
 
<tr>
 
<td width="150"><b><font face="Arial" size="2">Field Name</font></b></td>
 
<td width="150"><b><font face="Arial" size="2">Field Name</font></b></td>
Line 38: Line 40:
 
<tr>
 
<tr>
 
<td width="150"><font face="Arial" size="2">Code</font></td>
 
<td width="150"><font face="Arial" size="2">Code</font></td>
−
<td width="550"><font face="Arial" size="2">System recognised code name.
+
<td width="550"><font face="Arial" size="2">System recognised code name.<br>The code field should be unique and not have any spaces in the name entered.<br><i><b>Example:</b> <b>"fulltime"</b> NOT <b>"Full Time"</b></i><br>This field is auto-generated if left blank.</font></td>
−
<br>
+
−
The code field should be unique and not have any spaces in the name  
+
−
entered. <br>
+
−
Example: fulltime &lt;b&gt;NOT&lt;/b&gt; Full Time <br>
+
−
This field is auto-generated if left blank.</font></td>
+
 
</tr>
 
</tr>
 
<tr>
 
<tr>
Line 52: Line 49:
 
<tr>
 
<tr>
 
<td width="150"><font face="Arial" size="2">Code short name</font></td>
 
<td width="150"><font face="Arial" size="2">Code short name</font></td>
−
<td width="550">&nbsp;</td>
+
<td width="550">This is the name you can use for searching</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="150"><font face="Arial" size="2">Code numeric representation</font></td>
 
<td width="150"><font face="Arial" size="2">Code numeric representation</font></td>
−
<td width="550">&nbsp;</td>
+
<td width="550">Ordering for Codes</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="150"><font face="Arial" size="2">Other name</font></td>
 
<td width="150"><font face="Arial" size="2">Other name</font></td>
−
<td width="550">&nbsp;</td>
+
<td width="550">Alternative Name for Codes</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="150"><font face="Arial" size="2">Category code</font></td>
 
<td width="150"><font face="Arial" size="2">Category code</font></td>
−
<td width="550">&nbsp;</td>
+
<td width="550">Used for Grouping Codes together</td>
 
</tr>
 
</tr>
 
</table>
 
</table>
  
 +
===Sorting the values in a Code Library===
 +
# Select the <b>Maintenance</b> TAB.
 +
# Select the <b>Code Library</b> Folder.
 +
# You will see a list of Library Codes, locate the desired Code Library and select it.
 +
# Select from the <b>Sorting Order</b> drop down either <b>Ascending</b> or <b>Descending</b>.
 +
# Select the [Save] Button.
  
−
[[File:subscribehr_logo.gif]]
+
<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 01:59, 22 April 2013

What is a Code Library

A Code Library is an object with a set of values.
Example: Object: Gender Values: Male, Female

Code Libraries can be linked to a drop down combo box, or multi-select box, the result is that the drop down or multiselect will display the values that are in the Code Library. Code Libraries often have the same name as the drop down that they are associated with making them easy to find.

Most of the Code Libraries in the system can have additional values added and values removed. If you are unsure of the name of the Code Library that you wish to change, try searching for the name of the drop down. In our example we should search for Gender.

How can I tell which Code Libraries I can add and removed values from

Code Libraries that are underlined are locked and the values cannot be changed. This is all for good reason too. If you do need values added to a locked Code Library you should contact Subscribe-HR.

Creating new values to an existing Code Library

  1. Select the Maintenance TAB.
  2. Select the Code Library Folder.
  3. You will see a list of Library Codes, locate the desired Code Library and select it.
  4. Select the Codes SubFolder from the left menu.
  5. Select the [Add new record] button.
  6. Select Selected by default if required.
  7. Enter the value into the Code Name field.
  8. Select the [Save] button.

Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.

Code Fields Explained

Field Name Description
Selected by Default If you want this value to be the default in the drop down then check this field.
Code System recognised code name.
The code field should be unique and not have any spaces in the name entered.
Example: "fulltime" NOT "Full Time"
This field is auto-generated if left blank.
Code name The value you wish to appear in the drop down
Code short name This is the name you can use for searching
Code numeric representation Ordering for Codes
Other name Alternative Name for Codes
Category code Used for Grouping Codes together

Sorting the values in a Code Library

  1. Select the Maintenance TAB.
  2. Select the Code Library Folder.
  3. You will see a list of Library Codes, locate the desired Code Library and select it.
  4. Select from the Sorting Order drop down either Ascending or Descending.
  5. Select the [Save] Button.



Subscribehr logo.gif

Retrieved from "https://wiki.subscribe-hr.com.au/index.php?title=Create-new-values-in-the-code-library&oldid=4663"