Managing Code Lists

Users with the appropriate permissions can create, edit, and disable/enable lists of codes (the values displayed in Coplogic™ Ethos drop-down lists).

Procedure
  1. In the left hand navigation panel, click AdministrationAgency Configuration.
  2. On the Agency Configuration page, select Code Lists.
  3. On the Code Lists page, select one of the following options:
    Add a new code list
    1. On the Code Lists page, click Add New List.
    2. Specify the list name and other parameters for the list, including the parent list if applicable. (Parent List denotes parent/child relationships such as Make>Model, County>City, and so on.)
    3. Click Save.
    4. Using the steps shown below, edit the new list to specify code values and other parameters.
    Edit code list general settings
    1. Click in the field labeled Choose a List and select the desired list from the drop-down menu.
      tip.pngTo quickly find a list, start typing its name in the Search Code Values field. You can also enter numeric characters associated with the list, such as its code value, ID, creation or modification date and so on.
    2. Click Edit Selected List and make your changes. (To disable the list, select the Disabled check box. To enable the list, remove the check mark.)
    3. Click Save.
    Edit specific code settings
    1. Click in the field labeled Choose a List and select the desired list from the drop-down menu.
      tip.pngTo quickly find a list, start typing its name in the Search Code Values field. You can also enter numeric characters associated with the list, such as its code value, ID, creation or modification date and so on.
    2. When the code table appears, locate the code you want to change. (You can move up or down in the table using the scroll bar on the right-hand side.)
    3. Click Edit in the left-hand column next to the code and make your changes.
      • To disable the code, select the Disabled check box. To enable the list, remove the check mark.
      • Sort Order specifies in what order the values will be displayed in a drop-down list.
      • Parent Code List Value denotes parent/child relationships such as Make>Model, County>City, and so on.
    4. Click Save.