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Customize Dropdown Choices

Through Customize Dropdown Choices you can add or delete codes that are available in drop-down lists throughout the system. For example, Application Status is a drop-down list in the Enrollment module. You can modify the codes that are available in this list through the Customize Dropdown Choices Setup screen. This screen allows you add additional drop-down choices to the Application Status list or you can delete or inactivate drop-down choices so that they are no longer available for users to select. You can also use Dropdown Choices to set up your system to automatically trigger health events has having met requirements.

Accessing the Customize Dropdown Choices Screen

 

1. Click Setup > System Setup > Customize Dropdown Choices.
2. Choose the drop-down list that you want to edit from the list.
   

 

Tips and Tricks
	You can edit any code in the list as long as it has a Yes in the Editable column.
	You can add new codes by clicking Add a Choice and delete existing codes by clicking Delete a Choice.
	To inactivate a drop-down choice, uncheck the Active box. If you deactivate a drop-down choice, it will no longer display as a choice for users to choose from. To help you quickly identify which codes have been inactivated, the word (Inactive) displays next to each inactive code on the Dropdown Choices Setup screen.

Customizing Family Services Issues

1. Click Setup > System Setup > Customize Dropdown Choices.
2. Choose Service Area (Family Services) as the Dropdown Choice Type you want to modify.
3. Select the Service Area that you want to want to customize.
4. Select each of the issues that you want ChildPlus to display as choices for selected Service Area. In the following example, Child Care, Health and Medical Care will be available as choices for the Issues field for the Immunizations.
   
   

Tip: Whenever you add a new choice to the Issues (Family Services) drop-down, you will also need to associate it with a Service Area.

 

Want to learn more? Click here to view additional topics.

 

Merging duplicate health event statuses

Dropdown Choices Setup for Health and Education Events

Inactivating Tardy as a choice in Attendance

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