Adding a New Recur Interval
Did You Know? You can set up a Recur interval to be used by the Compliance Type, Alert Type and…
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Tag Archive: Codes
KBA-01766: Providing Codes for Empty Fields
Questions: On code sets (in the Code Maintenance tool), why do I need to include a ? code? I don’t…
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Setting the Default Doc Status
Question: One of our Doc types used to offer only Open and Close as Doc statuses. We added new statuses…
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Configuring Document Statuses
Question: How do I add a new document status for my Commitment that will appear in the Status drop-down only…
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The CSI Maintenance Tool
The CSI Maintenance tools allows you to set up and list CSI (Construction Specification Institute) codes with short and long…
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The CSI Maintenance Part
When you select the CSI Maintenance tool, the corresponding part appears. Columns CSI Code The 5- or 6-digit Construction Specification…
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Adding CSI Codes
To add CSI codes: In Manage | CSI Maintenance, click Add a row. In CSI Code, enter a code. In…
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KBA-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…
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KBA-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….
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Doc Type Code Sets Report
This report lists codes as established in the Code Maintenance tool for your Doc types. Note: although the image above…
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