Setting up Departments
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(→Adding values to the Departments Code Library) |
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===Adding values to the Departments Code Library=== | ===Adding values to the Departments Code Library=== | ||
− | # Select the Maintenance TAB. | + | # Select the <b>Maintenance</b> TAB. |
− | # Select the Code Library folder. | + | # Select the <b>Code Library</b> folder from the <b>More</b> drop down tab. |
− | # You will see a list of Library Codes, locate the Department Library Code and select it. | + | # You will see a list of Library Codes, locate the <b>Department</b> Library Code and select it. |
− | # Select the Codes subfolder from the left menu. | + | # Select the <b>Codes</b> subfolder from the left menu. |
− | # Select the | + | # Select the <b>[Add New Record]</b> button. |
# Enter the department name into the <b>Code name</b> field. | # Enter the department name into the <b>Code name</b> field. | ||
− | # Select the Save button. | + | # Select the <b>[Save]</b> button. |
<b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b> | <b>Fields marked in bold are mandatory and must be filled in before the benefit can be saved</b> | ||
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<b>To enter codes into this Code Library</b> | <b>To enter codes into this Code Library</b> | ||
# Select the Codes subfolder from the left menu | # Select the Codes subfolder from the left menu | ||
− | # Select the | + | # Select the <b>[Add New Record]</b> button. |
# Enter the value into the Code name field. | # Enter the value into the Code name field. | ||
− | # Select the Save button. | + | # Select the <b>[Save]</b> button. |
===Code Fields Explained=== | ===Code Fields Explained=== |
Revision as of 06:21, 22 June 2017
Departments
The departments field is a Code Library. Any additions to this field must be done through the Code Library.
Adding values to the Departments Code Library
- Select the Maintenance TAB.
- Select the Code Library folder from the More drop down tab.
- You will see a list of Library Codes, locate the Department Library Code and select it.
- Select the Codes subfolder from the left menu.
- Select the [Add New Record] button.
- Enter the department name into the Code name field.
- Select the [Save] button.
Fields marked in bold are mandatory and must be filled in before the benefit can be saved
To enter codes into this Code Library
- Select the Codes subfolder from the left menu
- Select the [Add New Record] button.
- Enter the value into the Code name field.
- Select the [Save] button.
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.
|
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 |