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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 is for the software's reference purposes only and will not be displayed in records
  2. Descriptor - 1 or 2 word brief description that will be displayed in drop-down lists
  3. Full description - This will only be displayed here. You may add further details if you require - or simply repeat the Descriptor
  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. It is generally good practice to leave the 'Unspecified' option as the lowest numerical number so that it appears as the default selection
  5. Active - Simple checkbox to set the item as active or inactive

More extensive guidance is provided in the Configuring your system section of the Admin Guide book. This tutorial is provided by Qudos in hard copy or PDF with the original software, and may be available from your System Administrator.


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