Managing Code Sets - EnterWorks - EnterWorks Process Exchange (EPX) - Precisely EnterWorks - 10.5

EnterWorks Classic Administration Guide

Product type
Software
Portfolio
Verify
Product family
EnterWorks
Product
Precisely EnterWorks > EnterWorks
Precisely EnterWorks > EnterWorks Process Exchange (EPX)
Precisely EnterWorks
Version
10.5
Language
English
Product name
Precisely EnterWorks
Title
EnterWorks Classic Administration Guide
Topic type
Configuration
Administration
First publish date
2007

Code Sets are created by System Administrators. Data in Code Sets is usually maintained by one or more users. For details on maintaining Code Set data, see the Precisely EnterWorks online help at https://help.precisely.com.

To create or delete a Code Set.

  1. Click on the Model feature in the Feature bar.

  1. Click on the Code Set function under the Model feature to show all the defined code sets.

  1. To delete a Code Set, select it, open the Action dropdown menu and select Delete. Skip the rest of the steps in this list of instructions.

  2. To add a Code Set, open the Action dropdown and select New. A new Code Set will appear in the Code Set Editor. Proceed with the steps to edit a Code Set.

  3. To modify a Code Set, select it, open the Action dropdown menu and select:

  • Open: If you select Open, a history record will be created for each code set detail you change.

  • Edit: If you select Edit, history records will be created for all code set details, even those that you do not modify when you edit the code set.

The Code Set will appear in the Code Set Editor.

  1. Edit the following fields as desired:

  • Name: The name of the Code Set.

  • Folder: The folder to hold the Code Set.

  • Description: (Optional.) A description of the Code Set.

  • Select an optional default Owner for the Code Set maintenance.

  • Identify the Source of the initial data.

    • Detail Editor: Create a Code Set manually.

    • From an Existing Set: Copy Code Set values from an existing Code Set that is in the same folder as the new Code Set.

    • Import from a file: Import the Code Set values from a file.

  1. Click the Next button.

  1. Click the Add button to enter a code for the new Code Set.

  1. Enter the Code and the Description.

  2. If Include Owner was selected, an owner can be defined for each specific code.

  3. Click the OK button.

  4. To modify a code, select the code and click the Edit button.

  5. To remove a code, select the code and click the Remove button.

  6. To re-sequence a code, select the code and click the Up or Down button to move it in the list.

  1. Click the Save button to save changes or the Cancel button to cancel changes. If you have just added a new Code Set, it is ready to be assigned to a profile’s attributes.