Working with code tables

Code tables allow you to set up a list of predetermined data which can be allocated within the system from a range of different areas from the Contacts to the Financial module. Building your code tables is like making the bricks you will use to build your house. It’s vital to your system setup and must be done before you can start using ResRequest effectively.

Working with code tables is consistent regardless of what type of code table you are adding or editing.

To Add a Record

• Click the New button on the toolbar, the New button on the toolbar becomes impressed (to indicate you are in the New-mode) and the cursor focus is placed on the first field in the edit area.
• Enter the respective information in the fields available in the edit area.
• Click Save on the toolbar to add the new record to the list.

Note: Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.

To Edit a Record

• Select the record from the list (the record is populated in the edit area — the edit area is the area at the top of the form where new can be added or amended).
• When the record is populated in the edit area, click the Edit button on the toolbar. Edit the information as required.
• Click Save on the toolbar to update the changes and the record is saved and returned to the list.

Note: Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.

To Save a Record

After editing or creating a new record, click the Save button on the toolbar to save the changes. The record will be added to the list and the edit area will return to New mode for the next record to be created or you can select an existing record from the list for editing.

To Delete a Record

Select the record from the list (the record is populated in the edit area), click the Edit button on the toolbar to access edit-mode. Click the Delete button on the toolbar to delete the record.

Working with inactive records

If a deleted record has not been used within the system it will be permanently deleted. If the record has been used within the system before it is deleted, on deletion it will be flagged as ‘inactive’, this means it will remain visible on the code table for reporting and auditing purposes but will not be available in future selections within the system. An inactive record can be re-activated by changing the record status to active when in edit mode (the status option is only available once a record has been flagged ‘inactive’).

Other Tips for working with Code Tables

• Use the arrows in the header row to sort the results into ascending or descending order.
• Click the Print button on the toolbar to print a list of records.