Add a new Code (drop-down list)

Created by Martin Parkinson, Modified on Mon, 12 Feb 2024 at 12:14 PM by Graeme Orchard

From time-to-time you may wish to add a new code to one of the code tables in Influence. Typical examples of codes you may wish to add are:

  • Business Type,
  • Role Codes, 
  • Area Code, 
  • Client Status, 
  • Candidate Status, 
  • Client Importance, 
  • Candidate Enquiry Source, etc.


TABLE OF CONTENTS




How To Edit Code Tables/Add New Items

All of the drop-down lists (Code Tables) in the system can be edited in the following way.


Login as a suitable high-priority user (e.g. ADM)

Select Maintenance > Setup > Code Tables

Select the system area as C - Contact Management then choose the relevant code table.
e.g. 
Candidate Status [911]

Scroll to the bottom of the list, then type a new CODE, press  then enter the description.

To hide any unwanted codes, simply edit the description to that it starts with  e.g.

IMPD      Imported


Tip:  You can tick the 'Extra Info [  ]box to see additional settings which may affect these codes. e.g. LIVE has a synonym ID of 1.00, LIVT and MPC have "Use Synonym" set to 1.00 so that searching for LIVE will also bring up LIVT/MPC statuses. (i.e. They are synonymous with LIVE)


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Special Cases (Can be edited Directly from the Drop-down)

There are some code tables that you can edit directly from the Drop-down list, simply by choosing  at the bottom of the list.


NOTE: Only some userswill have the ability to edit the codes directly from the drop-down. If you cannot see this then you may want to have the option added to your UserID/Login.


Common code tables which can be edited directly from the drop-down are:

Candidate Status [911]This is the Status drop-down you see at the bottom of candidate records.
Role Codes [903]These are the ROLES you can choose at the top right of a candidate and/or when adding a Vacancy or Booking to the system
Call types [019]These are the Call Types seen when adding/logging phone calls and emails (Journals)
Client Enq. Source [912]This is the drop-down on a client record indicating where they were originally sourced/found.
Bus. Type [901]This is the business type codes seen at the top right of the Client Record.
Bus. Area [902]This is the Business Area seen at the top right of the Client Record.
Cand. Enq. Src [913]This is the Source for candidate CVs, indicating where the CV was originally obtained from, eg Jobsite, CV Library, etc.


EXAMPLE

Below is an example showing the <Edit> option at the bottom of the drop-down list

To add additional choices to the list of 'Enquiry Sources' simply choose <Edit> and then add the new choices to the table. Other codes will work in a similar way.



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Deleting Codes

If your login is suitably high-priority, then you will be able to delete (or hide) codes from these code-table drop-down menus.


Step 1:

Select Maintenance > Setup > Code Tables

Select the system area as C - Contact Management then choose the relevant code table.
e.g. Candidate Status [911]


Step 2:

It is usually better the HIDE an unwanted code rather than delete it, since this means if you make a mistake or remove a code that the system relies upon, you can easily put it back.

To HIDE a code simply amend the description to include  at the beginning.

e.g.

LPC     Least Placeable Candidate     would become

LPC     Least Placeable candidate.

To 'un-hide' a code simply remove the  from the description.


If you really want to delete a code, then click the small Bin icon ?️ at the right-hand side. 


{NOTE: There are some codes that are critical to the system - if you delete these then the next system update that is installed will replace these deleted codes. Hence why it is usally better to <HIDE> unwanted items rather than delete them. }


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Specific Code Table Settings

Certain code tables make use of the 'extra info' columns, and settings for some of the common tables are described below:


Candidate Status:

Show in Name Set to 1.00 If you want the code to show in the name, e.g. Sam Smith (LIVT)
Synonym IDThe ID for this code (they should all be unique numbers).
Use SynonymSet this to the SynonymID of the code that this should be equivalent to.
Lock Downif set to 1.00 it will require a password to change the status of a candidate once they have been set to this one.
Chg DialogueIf set to 1.00 then setting a candidate to this status will pop-up a Journal Entry screen.


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