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Working with list items in a custom setup list

A list item is a value the user can choose from the drop-down menu in a setup list field [>>]. After creating a custom setup list [>>], the District Administrator can add list items immediately or add the list items to the setup list at a later time.

The administrator can change, delete, or merge a setup list’s list items. Merging is useful when there are several items with the same meaning; rather than deleting one of the items, similar items can be merged together. We recommend merging only two setup items at one time.

To add items to a custom setup list [You can do this if your role is District Administrator.DA]:

1

In the Admin menu, click District Setup. The District Setup page appears.

2

Under District, click Setup Lists. The Setup Lists popup page appears.

3

Click a setup list name. The List Items popup page appears.

4

Click Add.

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To edit a setup list item, click the item’s name.

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To delete a setup list item, click Delete. The Delete List Items popup page appears. Select the item and click OK. Note: An item can be deleted from a setup list as long as the item is not used in any record in the district database.

5

On the Add List Item popup page, enter or change information, which includes:

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Description: The name of the setup list item, up to 45 characters (except the Program Category setup list, which has a character maximum of 25). The description must be unique.

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Short Code: Enter a code to represent the setup list item, up to 11 characters. The short code must be unique.

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[Optional] State Description: A state description of the setup list item, up to 50 characters.

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[Optional] State Short Code: A state code to represent the setup list item, up to 10 characters.

6

Click OK. The List Items popup page appears.

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To return to the Setup Lists popup page, click Return.

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Or, to return to the District Setup page, close the browser window.

To merge list items:

1

In the Admin menu, click District Setup. The District Setup page appears.

2

Under District, click Setup Lists. The Setup Lists popup page appears.

3

Click a setup list name. The List Items popup page appears.

4

Click Merge. The Merge List Items popup page appears.

5

For Merge selected items as, select the description to be assigned to the selected items.

6

Select the other items to merge.

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Note: Do not select the item selected in step 5.

7

Click OK.

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