Edit, Add, Delete References

Reference features can be accessed by selection of reference from the ADMINISTRATION section.

Navigation of Reference Data

Reference data is managed by navigation of a simple tree structure.

1. Click on the plus sign to the left of a top level item to expand the structure of the level of data.

   There may be multiple data levels.

   

2. Click on an item identified by an orange arrow to display the detail of the lowest level item.

To Edit an Existing Reference

1. Click on an item identified by an orange arrow .

   Item details will be displayed:

   

2. Modify existing reference details.
3. Click the save all button at the bottom of the screen.

To Add a New Reference Item

1. Click on the text relating to a top level item

   A reference list will be displayed:

   

2. Enter a description of the new top level item in the blank field at the top of the screen.
3. Click the Save All button at the bottom of the screen.

   The new item will be included in the reference list.

To Delete a Reference

1. Click on the text relating to a top level item.

   A reference list will be displayed.

   

2. Tick the del box beside the items to be deleted
3. Click the Delete Ticked button at the bottom of the screen.

   Confirmation of the delete function may not be requested. Action with care.