This section contains most of the lists that are used in the drop down menus throughout IDEAS. Options can be added to the lists interactively throughout the system, by right clicking and select ‘Edit field’ (for more information follow this link Data Fields - Right Click Options, or by accessing the Lists section (File>System Configuration>Lists).

Adding Items to a List;

• Go to File>System Config>Lists

• Select the appropriate list from the (upper frame) List section.

• Click New

• Type the new entry in the Option field. Some lists also require additional details in columns to the right of the "Option" column.

• Click Save to save the changes, or Cancel to return to the original form

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Editing items on a list;

Select the name of the relevant list

Change the entry in the Option field.

Click Save, or Cancel to discard the changes.

Soft deleting an item from a list

• Click in the box to the right of the item and a will appear

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• This soft deletes this item from the list and it will not show in the drop down - you can always restore it by editing and clicking on the symbol to remove it and make the item available again

Hard deleting an item from a list

• Select the name of the relevant list

• Select the option you want to remove

• Click the Delete icon - you will be offered a confirmation prompt to reduce the chance of accidental deletion

Merging Items on Lists

E.g. When a city is accidently misspelled and both have been used in IDEAS there is an option called Merge.

 

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Tick the name that you want to delete and click on merge.

All places where this option has been used will now change to the item you have retained i.e. the correct spelling

 

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Note - if you have IDEAS Version 7.0.13 and above you can export any list to Excel;

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