Location Code Table¶
This code table populates drop-down lists that can be found in the designated snap-ins of the following session types:
Session | Snap-In | List |
---|---|---|
Case | Events | Location |
Case | Condition | Location |
Case | Correspondence | Case Correspondence |
Name | Events | Location |
Name | Correspondence | Name Correspondence |
Name | Past Events | Location |
Finding the Location Code Table¶
- In the Administrative Tools group of the Explorer toolbar, click System Administration.
- Follow one of the following paths to open the code table:
- Select Code Tables | Cases | Correspondence. The Location code table will be displayed in the Location snap-in.
- Select Code Tables | Cases | Events. The Location code table will be displayed in the Event Location snap-in.
- Select Code Tables | Cases | Tasks. The Location code table will be displayed in the Location snap-in.
- Select Code Tables | Names | Correspondence. The Location code table will be displayed in the Location snap-in.
- Select Code Tables | Names | Events. The Location code table will be displayed in the Event Location snap-in.
- Select Code Tables | Names | Tasks. The Location code table will be displayed in the Location snap-in.
Creating Location Codes¶
- Add a new record.
- Select or type all required and relevant data for each available
field. Some fields may be required while others are not.
- Code: Type a brief, unique code used to reference the corresponding item description.
- Description: Type a description that the user will view in the lists populated by this code table.
- Notes: Type any related notes in this free-text field.
- Activation Date: Type or select the date from which the code will be in use.
- Expiration Date: Type or select the date upon which the code will become inactive.
- Save the Session. (Click Save button or
Ctrl
+S
)