Difference between revisions of "Registration Format Defaults Codes"
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=='''Overview of Code Set 0300'''== | =='''Overview of Code Set 0300'''== | ||
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+ | '''NOTE: This code set should only be modified by or as directed by DDI staff.''' | ||
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+ | {{Codes Maintenance}} | ||
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+ | In this case, you are looking for Code Set 0300 - Registration Format Defaults. Double-click the code set. You will see a screen similar to this one: | ||
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+ | [[File:Registration Format Default Codes 1.png]] | ||
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+ | To add a new code, click the New button on the toolbar. You will see this screen: | ||
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+ | [[File:Registration Format Default Codes 2.png]] | ||
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+ | You have the following fields available on this screen: | ||
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+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Code''' || Enter a short numeric code | ||
+ | |- | ||
+ | | '''Active''' || If checked, this code is active and available for selection within the system | ||
+ | |- | ||
+ | | '''Description''' || Enter a brief, unique description for this code | ||
+ | |- | ||
+ | | '''Security''' || {{Code Security}} | ||
+ | |- | ||
+ | | '''(not used)''' || This field is not used | ||
+ | |- | ||
+ | | '''(not used)''' || This field is not used | ||
+ | |- | ||
+ | | '''Format''' || Enter the formatting for this code | ||
+ | |- | ||
+ | | '''Format Cont.''' || If applicable, enter the additional formatting for this code | ||
+ | |} | ||
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+ | When you have finished entering the information, click OK to add the new code to the list. | ||
[[Category:Name/Address]] | [[Category:Name/Address]] | ||
[[Category:Investments]] | [[Category:Investments]] |
Revision as of 17:05, 5 April 2012
Overview of Code Set 0300
NOTE: This code set should only be modified by or as directed by DDI staff.
- From the main menu of DDI-Connect, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
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 0300 - Registration Format Defaults. Double-click the code set. You will see a screen similar to this one:
To add a new code, click the New button on the toolbar. You will see this screen:
You have the following fields available on this screen:
Field | Description |
---|---|
Code | Enter a short numeric code |
Active | If checked, this code is active and available for selection within the system |
Description | Enter a brief, 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. |
(not used) | This field is not used |
(not used) | This field is not used |
Format | Enter the formatting for this code |
Format Cont. | If applicable, enter the additional formatting for this code |
When you have finished entering the information, click OK to add the new code to the list.