Lookups - Adding Values

Applies to: HR/Customer Administrators

Lookups will by default, contain some pre-populated values as a base configuration. You can however, add new lookup values to any of the lookup categories.

• Logged in as an administrator, click on the Configuration side menu, followed by the Lookups sub-menu.
  
  
• The Lookups screen will be displayed.
  
  
• Click on the lookup you wish to add a value to, which displays the table of lookup values for this category.
  
  
• Click new and the add new form will be displayed.
  
  
• Add your new lookup value and a description if desired, but this is not required.
  
  
• The Disabled check-box, is available on both new and edited lookup values. Choosing to disable a new lookup value, could be used when you are in the process of creating new values, but aren’t ready to allow them to be selected until the end of the adding process.
• Click save and your new value will be shown in the lookup table screen.
  
  
• The new value can then be selected in the corresponding part of the system.
  
  
• In the example above, when editing an employee record and adding a new telephone number for them, we can now choose the new Personal Mobile value and add a corresponding number.