• Product

  • Solutions

  • Pricing

  • Support

  • Blog

  • More

    Contact Us
    1. Articles
    2. System Management
    3. Customising Reference Data
    Search
    sbest
    Oct 23, 2018
      ·  Edited: Mar 13, 2019

    Customising Reference Data

    Customising reference data is an important step when setting up ChilliDB as it controls what values appear in the dropdown lists such as the contact and organisation categorisation fields.

    Accessing Reference Data

    1. From the main menu, navigate to System>Reference Data > Create and Maintain

    2. Select a table to maintain from the drop down menu, (e.g. Contact Categorisation) and then click on the Display button




    Creating Reference Data

    1. Right click on the reference data and click Add New Item

    2. Enter the Description

    3. Enter the Description Help Text where required

    4. Click on the Save button


    Example:

    This is how the changes appear after you create the reference data from table Contact Categorisation, e.g. (create data type ‘Australian Medical Centre’). Once you have created the reference data it will be visible when creating a contact



    Note:

    You can create reference data down to three levels of classification depending on the corresponding table. For example, a user can create reference to the ‘Sub Category’ level in ‘Contact Categorisation’



    Viewing Reference Data

    1. Right click on the reference data and click on View Item

    2. The Details will be displayed in the right panel




    Editing Reference Data

    1. Right click on the reference data and click on Maintain Item.

    2. The Details will be displayed in the right panel.

    3. Update as required

    4. Click on the Save button



    Deleting Reference Data

    1. Right click on the reference data and click on Delete

    2. The Details will be displayed in the right panel


    3. Click on the Continue button

    Note: If the reference data (e.g. ‘Australian Medical Centre’) is being used, it can only be deleted if the user re-assigns the Contacts (e.g. ‘Our Staff). By clicking on ‘Continue’, the Contact record corresponding with ‘Australian Medical Centre’ is now transferred to ‘Our Staff, and ‘Australian Medical Centre’ is deleted.



    Expired Items

    You are able to expire reference data. Expired reference data can no longer be used, but will not effect existing records using the expired reference data value

    1. Select the reference data (e.g. ‘Australian Medical Centre’).

    2. Select the Add New Item or the Maintain Item.

    3. Tick the Expired? Box.

    4. Click on the Save button.


    The expired data cannot be seen in the ‘Reference Table Maintenance’ screen, unless the ‘Show Expired Items’ icon box is ticked


    Note:

    After the reference data set to expired, the word ‘EXPIRED’ is added next to the

    data. You can unexpire reference data by deselecting the Expired? box, then clicking on

    the Save button.

    Was this article helpful?

    0 comments
    0

    Contact Us

    ​

    Polymorphic Solutions

    ​

    Level 13, 97 Creek Street
    Brisbane, QLD, 4000

    Australia


    info@chillidb.com

    Tel: 1300 65 72 43

    ​

    ​

    About

    ​

    Blog

    Partners

    Pricing

    Terms of Use

    Privacy

    Security

    ​

    ​

    Product

    ​

    Health Services

    Community Services

    Associations

    Features

    ChilliDB Demonstration

    Demonstration Videos

    ​

    Solutions

    ​

    Contract Management

    Client Administration

    Case Management

    Home And Community Care

    Access to Allied Psych. Services

    Rural Primary Health Services

    Partners In Recovery

    Website Integration

    Outlook Plug-In

    SMS Messaging

    Support

    ​

    Help Desk

    Help Centre

    Webinar Schedule

    Training Request Form

    Training Videos

    FAQ

    System Status

    ​

    ChilliDB is a Registered Trademark of Polymorphic Solutions © 2021