General Table Procedures

Many tables are “simple” tables that contain just a code and description, or other basic self-evident fields. Other tables have more involved fields and sometimes tabs, or rely on other look-up tables. To edit a table:

  1. Click the table name to see all its records.

  2. To filter the list of records, enter full or partial information in one or more of the fields at the top followed by an asterisk, then press enter.

  3. To edit a record, click its link. To add a new record, click New.

  4. Complete as many of the fields as possible.

  5. Click Save.

Deleting Records from a Table

There may be some cases where you will not be allowed to delete records, for example when there are interdependencies with other tables/records.

All look-up table records have an Inactive check box. Select this box if you want the code to appear in the list of inactive values in the search list for data fields populated by the selected look-up table. Inactive values are those less commonly used in data fields. Marking some codes inactive helps maintain the list of active (most commonly used) values at a manageable length in the search list.