Adding Items to Data Lists

The Data Lists section of the system is where you are able to customise the options which appear in dropdown lists throughout the system.

To add items to your data lists, do the following:

1.  Click on the Settings button and select 'Data Lists': 
   
   
   
   This will display the Data Lists page:
   
   
   
   
2.  At the top of the page you will see three options: 'Show Current', 'Show Archived' and 'Show All'. By default the 'Show Current' option will be selected, meaning you will only see the items listed which are currently active in the system.
   
3.  By default the first data list you will see if the 'Route' list; you can view any of the different data lists in the system by clicking on the dropdown list:
   
   
   
   
4.  To add an item to a data list, click on the 'Add'  button. The form on the right-hand side of the page will be enabled.
   
5.  Enter the name of the new item you want to add to the list. 
   
6.  Click on the 'Save' button. 
   
7.  The item will now be available to select in the system.
   

• Related Articles

• Editing & Deleting Items from Data Lists

  To edit an item in a data list, do the following:  Click on the Settings button and select 'Data Lists': This will display the Data Lists page:  Select the data list you wish to edit from the dropdown list.   Click on the 'Edit' button  next to an ...

• Archiving Data List Items, Products & Session Types

  You can archive any old data list items, products or session types which you have previously used but are unable to delete. This will help to tidy-up your lists and make things easier to manage. To archive a data list item, product or session type, ...

• Adding Staff

  To add staff members to your Abacus system, do the following: Click on the Staff button and select 'Add Staff': The Add Staff form will be displayed: Enter the staff member's details into the Personal Details section of the form. All fields with a ...

• Reverse a Payment on a Child's Account

  If you have accidentally added a payment to the wrong child's account or you have incorrectly entered a payment, you can reverse the payment by doing the following: Initial Set-up Before you are able to reverse a payment, you must set-up your reverse ...

• Child Data Form

  The Child Data Form report shows the details held for each child, including contact details for their parents/carer and any doctors' details that may have been added. This report is useful as it allows you to share the details you hold with a child's ...