Questions: On code sets (in the Code Maintenance tool), why do I need to include a ? code? I don’t want anything without a choice to be allowed. Do I
The CSI Maintenance ToolThe CSI Maintenance Tool
The CSI Maintenance tools allows you to set up and list CSI (Construction Specification Institute) codes with short and long descriptions that can be used on Spitfire documents and lookups.
The CSI Maintenance PartThe CSI Maintenance Part
When you select the CSI Maintenance tool, the corresponding part appears. Columns CSI Code The 5- or 6-digit Construction Specification Institute code. Description A short description of the CSI code.
Adding CSI CodesAdding CSI Codes
To add CSI codes: In Manage | CSI Maintenance, click Add a row. In CSI Code, enter a code. In Description, enter the corresponding short description. In Extended Description, enter
KBA-01662: Overview of the ItemCodeLike Rule GroupKBA-01662: Overview of the ItemCodeLike Rule Group
Overview: The ItemCodeLike rule group indicates the code set plus Doc type combinations that limit the choices on a second code set. See also KBA-01077. The ItemCodeLike rule group is found in
KBA-01661: Overview of the CodeSetRedirect Rule GroupKBA-01661: Overview of the CodeSetRedirect Rule Group
Overview: The CodeSetRedirect rule group indicates the code set plus Doc type combinations that should be redirected to another Doc type. The CodeSetRedirect rule group is found in the Rules Maintenance
Doc Type Code Sets ReportDoc Type Code Sets Report
This report lists codes as established in the Code Maintenance tool for your Doc types. Note: although the image above does not show the Output drop-down, you can select an
KBA-01627: Route Response Drop DownKBA-01627: Route Response Drop Down
Question: Can I hide the Route Response drop down menu? How do I specify the choices for the Route Response drop down? Answer: By default, the Route Response drop down
KBA-01156: Adding custom Attributes and Attribute ValuesKBA-01156: Adding custom Attributes and Attribute Values
Question: How do I create my own sets of attributes and attribute values for the Attribute tab on a document? Answer: Each Attribute and its corresponding values are maintained using
KBA-01077: Customizing Code List FiltersKBA-01077: Customizing Code List Filters
Question: How can I control the choices in drop-down lists (i.e., pick lists), or reuse codes from one Doc type for other Doc types? Answer: In sfPMS, choices for drop-down