Changing a Code

You can change all information about an active code except its ID. You can change the ID for affiliation, issue or workflow codes with the Mass Update action. In addition, you can mass update the user assigned to Issue Codes with the Change User action. Note that you cannot make changes to an archived code until it is activated.

To change a code:

  1. Click a module tab.

  2. Click the Codes submenu link to display a list of all available codes for that module. For example, when you click the Codes submenu link in the People module, you'll see a list of all People codes.

  3. Click the code file containing the code you want to change. For example, click Affiliation to change an affiliation code. The number and order in which the codes appear is set in your People user Preferences.

  4. Click the code ID to go to the code you want to change.

  5. Make changes to fields. You can change the translation, archive the code, add a popup message if it’s an affiliation code, or change another available field.

  6. Select the Save and Close action to return to the code listing.

To mass-update the user assigned to issue codes, select the check box next to each issue code you want to change and then select the Change User action. Type the new user's name in the New User field or click the search icon next to the field to select the user's name. Click the Save button and click OK in response to the confirmation message.