| Customizing a system > Using Setup Lists to facilitate data entry

Using Setup Lists to facilitate data entry

When customizing a PowerSchool 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 PowerSchool 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 121: 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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Tel: 866-434-6276
Email: smssupport@powerschool.com