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How to edit an item in a Lookup table

Care should be taken before editing an item in a Lookup Table as it may affect the accuracy of historical records. A wise precaution would be to check the relevant modules for any instances of records that match the item you plan to edit. During this checking exercise, ensure that the widest search criteria are used (in most cases that means selecting 'ALL' and a start date before your Qudos system commenced). If there are any records that match the item, you need to consider how they would be affected by the planned change. It may be better to create a new Lookup table item, and 'Deactivate' the item that is no longer required. That process is described in Help file section: When a Lookup table item is no longer required.

Note: Some Lookup Table items are reserved by the system and may not be edited.

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 Select and edit an entry The item is changed. The new entry will appear in all new and existing records that use the item

Note:
More extensive guidance is provided in the tutorial Configuring your system in the User Guide.

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