Administrative Access Navigation

Purpose: This guide demonstrates 3 options to navigate to the Administration screens available for managing local field drop-down lists.

Audience: DirectLine administrators familiar with local field values needed for asset entry.

Locally maintained fields will need values added periodically (ORG code, Program codes, Appropriation Index, etc.).  

Option One:

Navigation Path: Module / FAE Inventory / Administration / Select desired field for updates

 

DirectLine main menu

Option Two:

You may find yourself in the process of adding an asset and discover a needed value in a locally defined field is not yet available.  Here's how you can fix that without leaving the asset record.

  1. Select the field you want to make an entry. This example is using PRG/CLASS.
Equipment Entry FAE Cost tab screen
  1. Select Lookup Record icon.
DirectLine toolbar showing Lookup Record icon
  1. The related administrative screen will open. Enter the new values.
Program Class entry screen
  1. Save your record by selecting the floppy disk icon from the task bar.
DirectLine toolbar showing SAVE icon

Option Three:

You can go directly to the administration screen by clicking the field name hyperlink. Remember, you can only make changes to the drop-down lists for fields that are managed locally.

  1. Select the hyperlink next to the field you are working on.
Top left portion of equipment entry screen
  1. The related administrative screen will open. Enter the new values.
Department Code Entry screen
  1. Save your record by selecting the floppy disk icon from the task  bar.
DirectLine toolbar showing SAVE icon
  1. End of procedure.

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