Difference between revisions of "Registration Type Codes"

From Documentation
Jump to navigation Jump to search
(Created page with "=='''Overview of Code Set 0500'''== Category:Name/Address Category:Investments")
 
Line 1: Line 1:
 
=='''Overview of Code Set 0500'''==
 
=='''Overview of Code Set 0500'''==
 +
 +
 +
{{Codes Maintenance}}
 +
 +
 +
In this case, you are looking for Code Set 0500 - Registration Type Codes. Double-click the code set. You will see a screen similar to this one:
 +
 +
 +
[[File:Registration Type Codes 1.png]]
 +
 +
 +
To add a new code, click the New button on the toolbar. You will see this screen:
 +
 +
 +
[[File:Registration Type Codes 2.png]]
 +
 +
 +
You have the following options:
 +
 +
 +
{| class="wikitable"
 +
|-
 +
! '''Field''' !! '''Description'''
 +
|-
 +
| '''Code''' || Enter the numeric 2 digit code to identify this registration type
 +
|-
 +
| '''Active''' || If selected, this code is active and available for selection
 +
|-
 +
| '''Description''' || Enter a unique description for this code
 +
|-
 +
| '''Security''' || {{Code Security}}
 +
|-
 +
| '''Numeric Value''' || This setting should be configured with information provided by DDI Client Support
 +
|-
 +
| '''Default Select''' || This setting should be configured with information provided by DDI Client Support
 +
|-
 +
| '''Text value 1''' || This setting should be configured with information provided by DDI Client Support
 +
|-
 +
| '''Text value 2''' || This setting should be configured with information provided by DDI Client Support
 +
|}
 +
 +
 +
When you have finished entering the needed information, click OK to add the new code.
 +
 +
 +
  
  
 
[[Category:Name/Address]]
 
[[Category:Name/Address]]
 
[[Category:Investments]]
 
[[Category:Investments]]

Revision as of 16:09, 19 March 2012

Overview of Code Set 0500

  • From the main menu of DDI-Connect, double-click Name/Address
  • Double-click Setup
  • Double-click Codes Maintenance. You will see this screen:


Codes maint 1.png


Scroll down until you find the code set you are wanting to modify, and double-click that code set.


In this case, you are looking for Code Set 0500 - Registration Type Codes. Double-click the code set. You will see a screen similar to this one:


Registration Type Codes 1.png


To add a new code, click the New button on the toolbar. You will see this screen:


Registration Type Codes 2.png


You have the following options:


Field Description
Code Enter the numeric 2 digit code to identify this registration type
Active If selected, this code is active and available for selection
Description Enter a unique description for this code
Security This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance

To set security on a specific code, you would enter the requirements in this format: !NA/7 or #NA. These are just examples...you can use whatever security function you like in order to restrict access to a code.

Numeric Value This setting should be configured with information provided by DDI Client Support
Default Select This setting should be configured with information provided by DDI Client Support
Text value 1 This setting should be configured with information provided by DDI Client Support
Text value 2 This setting should be configured with information provided by DDI Client Support


When you have finished entering the needed information, click OK to add the new code.

Retrieved from "https://wiki.ddi.org/ddiconnect/index.php?title=Registration_Type_Codes&oldid=3024"