Edit area		The edit area is situated at the top of all code tables, this area is where new details are captured or existing details are amended On entry to the code table (provided the user has Code Table: Update or Management access) the edit area opens in new mode (the New icon on the toolbar is impressed) and a new record can be created by completing the fields and clicking Save on the toolbar To edit a record, the record must first be selected from the list. Once selected the record will be shown in this area for editing or deleting Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area
Records		This is the list of records associated with the code table
Sort arrows		Clicking the sort arrows will sort the respective column into ascending or descending order The sort applied can be identified by the impressed image (in the above example the ascending arrow on the Country name column is impressed, this means that the table is sorted in alphabetical order by Country name)
Select a record		To select a record for editing, move the mouse pointer to the respective record in the list (a green line displays and the cursor changes to a hyperlink), click on record – the record will be populated in the edit area

Managing code tables
Users with Code table: Update or Management access can create records, edit existing records and delete records

Create a new record		To create a new record, click the New button on the toolbar (the button is impressed indicating the user is in new-mode). The cursor is placed in the first field in the edit area. Enter the respective information in the fields available in the edit area and click Save on the toolbar to add the new record to the list. On entry to a code table, the user is taken into their respective access level. This means that if the user has update/management access, the code table is automatically opened in new mode, similarly when a record is selected the record is opened in edit mode.
Edit a record		Select a record from the list (the record is populated in the edit area at the top of the screen). Once the record is populated in the edit area, click the Edit button on the toolbar (if not already in edit mode). Edit the information as required and click Save on the toolbar to update the changes (the record is saved and returned to the list – the edit area returns to new mode).
Delete a record		Select the record from the list (the record is populated in the edit area). Once the record is populated in the edit area, click the Edit button on the toolbar (if not already in edit mode). Click the Delete button on the toolbar to remove the record. A confirmation window opens from the window select Yes to confirm the deletion or No to cancel the delete action.   Inactive Indicator If a deleted record has not been used in the system it is permanently deleted. If the record has been used in the system, on deletion it is flagged as 'inactive', this means it will remain visible on the code table for reporting and auditing purposes but will not be available for future allocation. An inactive indicator is displayed in the Inactive column for deleted records An inactive record can be re-activated by changing the record status to active when in edit mode (the status option is only displayed once a record has been flagged 'inactive') Inactive indicator does not apply on the bank account or the standard notes code tables
Save a record		After editing or creating a new record, click the Save button on the toolbar. This will save the changes and update/add the record to the list. The edit area is cleared and returned to new mode for the next record to be created or an existing record selected from the list for editing.