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Reference Tables

Reference tables hold site-specific data that are used throughout the applications. Each application has a set of reference tables, some tables are shared between applications.

Data entry in reference tables is similar to data entry elsewhere in the system. You must have the applicable security resources to add, change, or delete records.

Use Reference Tables

  1. From the Main Menu, select an application, then select Reference Tables. The menu lists the reference tables for the selected application.

  2. Click the appropriate table name to open the associated page.

  3. On the appropriate reference table page, you can perform the following actions:

    • Add a table record.

    • Search for a table record.

    • Change a table record.

    • Delete a table record if it is not currently in use within the system and other restrictions do not apply.

    • Print a list of some or all of the records in the table. For a list of all records, leave all search criteria blank and click Search. For a refined list, enter criteria for a simple or advanced search. Click Print.

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