The Common Options section allows you to fully manage all of the following Lookups:
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§ Account Flag § Allergy § Assessment Type § Client Type § County § Office Department § Discipline § Division § Emergency Contact Type § Event Reminder Type § Flag § Membership Level |
§ Log Category § Meeting Type § Membership Level § Membership Type § Referral Category § Referral Status § Relationship § Room § Salary Scale § Language § Log Category § Meeting Type
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§ Service Activity § Funding Service Other § Services § Source § Title § Towns § Vaccination Type § WTE § Funded Service § Gender § Grade § Questionnaires |
All available Lookups are illustrated by a name and an icon. To update or edit any of them, simply select the Lookup in question (for example Discipline) and double click. The Lookup will then open and you will be able to view all current Active and Inactive options relating to that Lookup:
Select Add if you wish to add a new option to the Lookup or Edit if you wish to edit a current option.
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Please Note: Some Lookups can only be managed by certain User Roles. In cases where you do not have the requisite User Role, the Add/Edit buttons will be disabled and you will be unable to update the current listings. |
For the purposes of this document, we have selected the Lookup Discipline and have chosen to add a new option to the listing. Clicking Add opens a window where we can enter the Type of Discipline this is (in our example, we have entered Dietician), as well as a description. All we have to do then is click Add and the new Discipline will appear in all Discipline drop down lists.
