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Document Category Code Table

This code table populates drop-down lists that can be found in the designated snap-ins of the following session types:

Session Snap-In List
Case Filing Cabinet Category
Name Filing Cabinet Category

Finding the Document Category Code Table

  1. In the Administrative Tools group of the Explorer toolbar, click System Administration.
  2. Select Code Tables | JDA Applications and Documents | Documents.
    The Document Category code table will be displayed in the Document Category snap-in.

Creating Document Category Codes

  1. Add a new record.

  2. Select or type all required and relevant data for each available field. Some fields may be required while others are not.
    • Code: Type a brief, unique code used to reference the corresponding item description.
    • Description: Type a description that the user will view in the lists populated by this code table.
    • Notes: Type any related notes in this free-text field.
    • Activation Date: Type or select the date from which the code will be in use.
    • Expiration Date: Type or select the date upon which the code will become inactive.
  3. Save the session.