| Customizing a system > Using setup lists to facilitate data entry

Using setup lists to facilitate data entry

When customizing a Chancery SMS system, we recommend that the District Administrator's first step be to create custom setup lists and setup list pairs.

A setup list is a drop-down menu of predefined values used to facilitate the user's data entry and ensure consistent spelling and terminology. For example, when entering an address into Chancery SMS, an address setup list enables the user to select a city from the drop-down menu, rather than typing the city name.

A setup list pair is a linked pair of drop-down menus of values—made up of a parent and a child—that work together. For example, if a user enters an address where there is a setup list pair consisting of a parent list of states and a child list of cities, selecting a state from the first setup list automatically filters the second setup list to show only those cities that are in the selected state.

Table 75: Setup list permissions

To

You need this permission

Set to

Details

Create, edit, or delete custom setup lists

District > Custom Setup Lists

Delete

[>>]

Add, edit, or delete items in a custom setup list

Setup Lists > <Setup List>

Delete

[>>]

Create, edit, or delete setup list groups

Setup Lists > Setup List Groups

Delete

[>>]

Set the default item for a list and add a setup list to a setup list group

Setup Lists > List Defaults

Edit

[>>]

Create or edit custom setup list pairs

District > Customization Builder

Yes

[>>]

Add, edit, or delete items in a setup list pair

Setup Lists > <Setup List>

Delete

[>>]

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