Record reference data values for domain codes

Reference data values are the items that appear in drop-down lists and multi-select boxes in TFACTS screens. Reference data values are organized by domain codes, which are like categories for data elements. For example, if "State" is a domain code, the names of the states are the reference data values of that domain code.

All domain codes and reference data for using the system is included for normal work. System changes may occur that require new or modified reference data values for the domain codes. New domain codes can also be added, as explained in Record domain codes.

Once implemented, any changes to reference data values affect all pertinent drop-down lists and multi-select boxes.

Follow these steps to record reference data values for domain codes.

1. From the Home screen, click Administration > Maintenance. The Team Search Criteria screen appears.

2. Click Lookup Reference Data in the link menu. The Reference Data Search screen appears.

3. Enter search criteria and click Search. You can use wildcard characters in some fields, as explained in Search screens. The matching reference data records appear in the search results.

4. Click select to view or update a reference data record. The Reference Data Detail screen appears.

5. Click Link Domain Code to select a domain code for the reference data record.

6. Complete the required fields:
   
   Sort Order
   Reference Code
   Display Value
   Description      

7. (Optional) Select the Has Party Information check box if you want to select a specific person to be associated with the reference data code. The Reference Data Party Information screen appears.  

8. Click Add Display Value to store the reference code for the domain code. The reference code details appear as a record in the Reference Data grid.

9. Repeat steps 6 – 8 to add another reference data record to the domain code.

10. Click Save. You are returned to the Reference Data Search screen.

See also:

Record domain codes