Maintain codes

To create a new code within an existing code type:

1. On the System Administration screen, in the General section, click Code Maintenance.

   The List of Code Groups screen appears, with a Code Groups pane on the left, and a Code Types pane on the right. The Code Groups pane lists all code groups; the Code Types pane is initially empty.

2. To find the code type you want, do either of the following:

   • Click on a code group in the Code Groups pane.

     The code group is highlighted and the code types in that code group are listed in the Code Types pane.

   • Start typing the name of the code group or code type in the Search for Code Types … box.

     As you type, any matching code groups are highlighted in the Code Groups pane and the matching code types are listed in the Code Types pane.

3. Click the required code type.

   A Code Type: {Code Name} dialog opens, listing the existing codes in that code type.

4. Click Add New.

   A Code Details: {Code Name} dialog opens.

5. On the Code Details tab, specify at least the mandatory fields (marked by a * red asterisk).

   For simple code types, these include the Code and Description fields. The code must be unique within this code type. More complex code types have additional mandatory fields.

6. Optionally, if there is a Plot Boundary: Map button, you can plot the location or area to which this code relates.

   (This opens the Map Search screen in a separate tab of your browser.)

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7. Click Save to return to the Code Type dialog.

8. Click Close.

To edit an unprotected code within a code type:

1. Find the code type and open the Code Type: {Code Name} dialog.

2. If necessary, start typing the description of the code in the Search for Codes … box.

   As you type, any matching codes are listed in the Code Type dialog.

3. Click the linked code you want to edit.

   The Code Details dialog opens.

4. Edit the code as required.

   You cannot change the value in Code field. Depending on the code type, other fields may also be uneditable.

5. Click Save, and then click Close.

To delete an unused code:

1. Find the code type and open the Code Type: {Code Name} dialog.

2. Click the icon of the code you want to delete.

3. When prompted, click Yes to confirm.

4. When prompted, click OK to acknowledge.

5. Click Close.