Skip to content

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

  1. In the Administrative Tools group of the Explorer toolbar, click System Administration.
  2. 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

  1. Add a new record.
  2. 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.
  3. Save the Session. (Click Save button or Ctrl+S)