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Question:
How do I setup my own selection codes such as types and categories?
Answer:
ExpressMaintenance uses convenient drop down selection boxes in many
fields. You will find these drop down selection lists throughout
the program for fields such as Type, Category, Model, etc. These
allow users to quickly make the selection from a user-defined selection
list of possible field values as shown in figure 1.
Selection is made by using the mouse, arrow keys or typing the value.
Figure 1
Defining
Your Own List
You can
completely define the values to appear in the selection lists. The
selection choices found when the program is initially installed are for
sample purposes only. You should setup your own applicable lists
to accommodate your organization. Most codes are setup under
Administration / Codes. The Code Types are listed in the left
panel of the screen. The corresponding Codes (selection list) are
listed each in the right panel as you click on the Code Types.
There is no need to change the Code Types in the left panel.
You can delete, edit and insert Codes in the right panel to meet your
needs as shown in figure 2 below.
Figure 2
To customize
the code list, follow these instructions:
1. Locate and
click on the desired code type such as Categories - Units
2. Review the
list of Codes in the right panel for the Code Type selected
3. Use the
data navigator buttons to insert, delete and edit codes to meet your
needs
You can
instantly open the Administration / Codes screen and position to the
desired Code Type from other screens by clicking on "<Manage Codes>".
For example, if you are in the Units screen and desire to adjust the
list of selection choices for the Category field, simply drop down the
list as click on the <Manage Codes> selection which is listed first as
shown in figure 1. The program will automatically open the
Administration / Codes screen and position to the "Categories - Units"
Code Type.
Other
Selection Lists
A few
selection lists are not setup under Administration / Codes as they
require additional information. These include Sites & Locations,
Services, Cost Centers,
Companies (Vendors &
Manufacturers) and Employees. These lists have separate
screens accessible under Administration.
Permissions
You may not
have access to the Administration Codes screen and other screens.
Your system administrator has the ability to setup users with various
levels of access to each screen. If you cannot access the desired
setup screen, check with your system administrator for access. |
