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Benchmark

How to add a new item to a Lookup table

From anywhere in the application:

Step Action Result
1 Choose menu item:

->Edit
->Management Console		 Opens Management Console form
2 Click Lookup button Opens Lookup Tables form
3 Make a selection from the Modules drop-down list Makes the applicable codes available
4 Make a selection from the Display Codes For drop-down list Opens the selected lookup table
5 Type your new entry in the empty record at the bottom of the table A new item is created

Notes:
The typical lookup table has 5 fields:

  1. Code - Up to 5 characters. This will generally be displayed in main lists
  2. Descriptor - 1 or 2 word brief description that will generally be displayed in drop-down lists
  3. Full description
  4. Sequence - Ascending numerical order for the item to be displayed in drop-down lists. Where 2 or more items have the same sequence number, they will be displayed in alphabetical order
  5. Active - Simple checkbox to set the item as active or inactive

More extensive guidance is provided in the tutorial Configuring your system included in the User Guide. This tutorial is provided with the original software, and may be available from your System Administrator.

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