Difference between revisions of "Loan Documentation Selection Options Setup"
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| − | ==<span style="color:blue;">Adding New Loan Documentation Selection Options</span>== | + | ==<span style="color:blue;">Adding New Loan Documentation Selection Options (NA02 - Code Set 0606)</span>== |
Revision as of 13:51, 17 October 2011
Adding New Loan Documentation Selection Options (NA02 - Code Set 0606)
- 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.
To modify the loan documentation selection options, you will want to edit code set #0606 - Loan Documentation Selection Options. Double-click that code set. You will see this screen:
Please note that what you see on this screen will depend entirely on what your organization has already set up.
To create a new code, click the "New" button on the toolbar. You will see this screen:
You will have the following fields available on this screen:
| Field | Description |
|---|---|
| Code | Enter a one character alpha code for this action |
| Active | If checked, this action code will be activated and available for selection on the Loan Documentation setup screen |
| Description | Enter a unique description for this code |
| Security | If you wish to restrict the use of this action code to just those users who have the appropriate security, you would enter it here.
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. |
| Sort Order | This field is only utilized when interfacing with an external third party software, and should be left as is |
| Numeric Value 2 | This field is only utilized when interfacing with an external third party software, and should be left as is |
| Text Value 1 | This field is only utilized when interfacing with an external third party software, and should be left as is |
| Text Value 2 | This field is only utilized when interfacing with an external third party software, and should be left as is |
Once you have entered all of the information, click OK. The new record is saved and added to the list of available options.
