List Management - Managing Drop-down Lists

Customizing Drop Down Lists & Boxes

ListManagementHeader

 

 

 

LIST MANAGEMENT

List Management is a module in which you can create project specific drop down lists for you modules. ( CSI Codes, Document Disciplines, Document Status, Meeting Minute Categories, Punch List Cost, Shippers, States, and UCI Codes).

List Management Tree

 

Each of these selections comes with a default set of information.  You have the ability to revise the existing information, delete the information and insert all new, or use the default information as is.

 

List Management Customize

 

To customize the List Management

•Click On Your Organization Name
•Click on Project Name
•Click on Project Setup
•Click on List Management
•From the drop down box, click on the item you want to revise

 

You have two options for creating your list management.

Option #1 is the customize the existing list and

Option #2 is the create a new list completely.

 

Option #1

•Option 1 is to customize the existing list.

 

List Management Project

 

•Click on the first topic in the name column – a default list of topics will appear
•Select those topics that you DO NOT require and click on the delete icon DeleteIcon
•You have the option to edit the existing topics – click on the selection box to the left of the topic to be edited; click the edit icon EditIcon
•The Edit List Item screen will appear – edit appropriately and Click Save
•Continue this process with each topic on the list

SelectAllBox

 

Option #2

•Option 2 is to create an entire new list topics
•Click on the selection box at the top of the screen
•Click the delete icon DeleteIcon

 

•To Create A New Topic:
•At, the List Management screen, click on Create Group icon
CreateGroup
•Insert the name, description and sort order
•Click on the Save button
•Continue with process until all topics been inserted

 

•To Create A CSI Code in List Management, you will need to take one more step in the process

 

•Click on the Division number
•At the CSI code screen, click on the Create A New List Item icon
Create Item
•Insert name, description and sort order
•Click on the Save button
•Continue with process until all CSI codes are entered

 

To reset the default divisions and codes to their original state,