Adding Lists

Procedure

To add lists:

  1. Select Admin.
    The Admin Home Page appears.

  1. From the Business Administration tab, select Lists and Items.
    The Maintain Lists and Items screen displays the lists that you can modify.

  2. Click Add.
    The List Details screen appears.

  3. Enter information for the new list as follows:

Entry

Description

List Name

The name used to identify the list for the Admin who maintains it.

Sort By

Select one of the following to define the order in which eCredit displays the list items:

  • Item name in ascending order

  • Item name in descending order

  • Sort order in ascending order

  • Sort order in descending order

Item name means that the items are sorted alphabetically by the item name or abbreviation entered when the item is defined. The person who adds the list specifies whether the item is displayed by name or abbreviation.

Sort order means that items are displayed using the sequence number (sort order) assigned to them when they are added. For example, Sort order can be useful when items have no obvious alphabetical order, such as when listing symbols for expressions.

Item Stored Value

Select whether eCredit stores the items for the list by item name or abbreviation. If you select Item Abbreviation, then the abbreviation is required.

Item Display Value

 

 Select whether items for the list display with item name or abbreviation. If you select Item Abbreviation, then the abbreviation is required.

Allow Blank

Select whether the list contains a blank first row when it displays, allowing the user to enter no data.

  1.  Click Save.

To return to the Maintain Lists and Items screen, click Cancel.

You can now add items to the list. How?