User Defined Lists

Administration > Maintenance > User Defined Lists

User Defined Lists are created within the database, but employees (with security access to do so) may add items to the list, as well as make the list a required field.  

List Tab

Document Toolbar

Save

Entry Fields

Category

Select a category from existing lists within the system, from the zoom window.

Description

The last description entered will populate the field (after selecting a category), but you may overwrite the description by entering a new one in this field.

Active Checkbox

Check the box to make the list available.

Force Entry

Select this checkbox to cause entry into this field to be required, whenever it is present.

 

Items Tab

Document Toolbar

Save

Entry Fields

Delete Checkbox

Check the box to select, then press save to remove the desired line.

Code

Enter an identifiable name for the new item in this field.

Description

Enter a corresponding description for the Item code, in this field.