Manage Code Table Entries

From Code Tables, you can add and manage code table entries. To view the entries for a code table, in the Category field, select the type of code table to view. To open a code table, select the name of a code table In the list. The Table Entries page for the code table appears.

From the grid, you can add and manage the entries for the code table.

Add a New Code Table Entry

When you add a code table entry, you enter its description to appear as a selection for the table throughout Altru.

Warning: To ensure the validity of your database and consistency of your data entry, we recommend you limit rights to add code table entries to only a few key users. This also increases the accuracy of your records and reports. For information about how to limit rights, see Establish User Permissions for Code Tables.

  1. From Administration, select Code tables.

  2. Under Code tables, select a code table and select Go to entry list.

    Note: You can also add entries from the lookup screen for the code table. For information about the lookup screen, see Show Lookup Screen.

  3. Select Add entry.

  4. Enter a description to help identify the new table entry.

  5. Under Filtering, select whether to make the entry available to all sites at your organization or only selected sites. If you select Selected sites, select the checkboxes of the sites to use the entry.

  6. Select Save. The next time a user accesses the code table through a field, the new entry appears as an option.

Edit a Code Table Entry

When you edit an entry, you can select to mark it as inactive to make it unavailable to users. Inactive table entries remain in the database, but users can no longer select it from the table field.

  1. From Administration, select Code tables.

  2. Under Code tables, select a code table and select Go to entry list.

    Note: You can also edit entries from the lookup screen for the code table. For information about the lookup screen, see Show Lookup Screen.

  3. Select the entry to edit and select Edit.

  4. Edit the information as necessary. To make the entry unavailable for use but retain it in your database, select Inactive.

  5. Select Save.

Delete a Code Table Entry

You can delete a code table entry, such as if your organization no longer uses it. When you delete an entry, you remove it completely from your database. You cannot delete a code table entry currently used by a record.

Note: To remove an entry as a data entry option but retain it in your database, you can mark the entry as inactive.