The System Code Management program allows you to add, update, delete, and clone System Codes. RecTrac provides over 70 System Codes that allow for categorizing features and traits about various elements in RecTrac.
Certain System Codes, such as Household/Family Member Feature and Household/Family Member/Team Category, etc...) can be used as Fee, Question, or Rules criteria while other System Codes (Module Type and Category codes, etc...) can have Fees, Questions, and/or Rules linked to them.
See Also: System Code Types for a complete listing.
SASYSTEMCodeMain_help_Tab1
System Codes (SASYSTEMCodeMain_help_DataGrid)
The System Code Management DataGrid screen lists all the System Codes currently in your database. Scroll up/down to view all the records. Scroll left/right to view the details.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Buttons on the screen…
Click Add to continue to the System Code Update screen to create a new System Code.
Highlight/select an existing record and click Change to continue to the System Code Update screen to update information for an existing System Code.
Highlight/select an existing record and click Delete to remove it from the database.
Highlight/select an existing record and click Clone to continue to the File Maintenance Clone program to clone the selected System Code.
Click More • Export to continue to the File Maintenance Export screen where you can select records in the DataGrid to export. The export creates an XML file which can be viewed/saved from the Document Center.
The export/import process provides an easy way to move records between RecTrac databases if necessary.
Note: This program does not export linked tables so Fees/Rules/Questions do not get exported; this exports only the Management record itself.