Add A New Classification Code
Adding a new classification code is easy. Here are the steps to follow to add a new classification code...
- Choose "Classification Codes" from the main menu.
- You will be redirected to a list of all the classification code types in the entire system.
- Choose the type of classification code you want to add, by clicking it.
- You will be redirected to the list of the classification codes for the category you chose.
- Click the "Add New" button.
- This will open a control you will use to add the classification code.
- Type the name for your classification code in the field that's provided.
- Click the "Add This Classification Code" button.
- You will be sent back to the list, and you will see your new classification code.
Editing A Classification Code
You cannot directly change the name of a classification code in your instance of Argenta. The reason for this is because once you've used a classification code throughout the system that code is an important part of your reporting and historical data. If you change it, you risk damage to the integrity of your data.
If you really must change a code's name...
- You can find all the records associated to that classification code.
- Add a new classification code with the name you want to use.
- Reclassify each record in the system, to the new classification code.
- Delete the original classification code.
Deleting A Classification Code
You can delete a classification code in Argenta ONLY if it's not in use anywhere in your instance. To delete a classification code...
- Choose "Classification Codes" from the main menu.
- You will be redirected to a list of all the classification code types in the entire system.
- Choose the type of classification code you want to delete, by clicking it.
- You will be redirected to the list of the classification codes for the category you chose.
- Find the classification code you want to delete, in the list.
- Click the corresponding delete icon to delete it, forever.