Code Maintenance

The Code Maintenance page contains tables that store codes.  These codes determine dropdown options, calculation configurations, form questions, document generator fields, etc.  To access the Code Maintenance page from the main menu, users may select the Tools module then Code Maintenance.  

The Code Maintenance page is organized by two panels.  The left panel contains the code selection menu, which lists the names of Code Maintenance tables.  The right panel displays the actual Code Maintenance table that users selected from the left panel.  Upon opening the Code Maintenance page, the left panel is populated, but the right panel is blank.

Entering Data

  1. Go to the code selection menu, and select the node beside the desired Code Maintenance title.
  2. The right panel will display the actual table.  Double-click the desired row to make it active, then click in any field to change data.  Required fields are indicated by asterisks (*).

   3.  Users can add information on the remaining tabs by scrolling to the bottom of the page and
        selecting the "Add a new row" icon (i.e., the icon shaped like a plus sign).  If data for multiple
        rows has been added, users may select multiple items by pressing and holding CTRL and
        selecting the items.  Users can delete a row by selecting the icon that looks like a trashcan,
        and they can insert a row by selecting the arrow icon.  For a visual list of the most common
        icons in ACTS, click here

  4.   Select the Save icon in the main menu at the top of the page.  For data to appear
        as dropdown items, it must first be saved in ACTS.