Classification Codes
Location in standard build: Record a Contact screen > button in lower section
Also accessible from: Client History and Summary tabs
If your system is set up to use them, you may see a button at the bottom of the Record a Contact screen for classification codes. You can also set up custom coding systems from scratch. If your organisation is part of a group who all use the same codes for classification and reporting, and you would all like to use the system, please get in touch about having your codes pre-set in your system.
Clicking this button will open the code lookup window.
You can now pick a code from level 1. Depending on the level 1 code, the box for level 2 can now be filled in with the relevant options, and likewise level 3, etc.
If you need to add more than one code, simply click the red arrow and another line for code entry will appear.
Setting up Classification Codes
Classification Codes are set up on the Classification Code Setup page.
Options for whether they are to be used in Projects or not are set on the Project Details - Code Settings tab.
Reporting outputs
Information entered here is available on the Classification Codes Report and in the Classification Codes Extract.
Rob Kay - manual author (talk) 13:45, 6 January 2016 (GMT)
