To define a resource field lookup parameter

The procedure to define a resource field lookup parameter is as follows:

1. Navigate to Quick Menu > Allocations > Configuration > Resource Fields. The Resource Fields window is displayed.
2. Click on Lookups. The Lookups tab is activated.
3. Click on New Lookup. All fields are activated ready for data entry.
4. Enter a Lookup description into the field provided 1.
5. Choose an Effective from date for this resource field lookup parameter i.e. the date on which it came into effect 2.
6. Choose an Effective to date if the resource field lookup parameter is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the lookup parameter will be continually valid.
7. Click on Save 3.

Note

1 System validation rules ensure that the description entered for each new resource field lookup parameter is unique.

2 The Effective from date defaults to the current system date and cannot be left blank.

3 To amend the details of an existing resource field lookup parameter, select a description from the alphabetical list or enter its name into the Search Lookups field. By default the list is filtered to show Current resource field lookup parameters. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.

See related topics...

System parameters overview

To add a value to a resource field lookup parameter

To define a resource field parameter value