Edit Lookup Field

Users with the required Permissions can edit Lookup fields. Users cannot edit system defined options for Common Words, Consultation Review Statuses, or Request for Document Action Statuses.

Steps to Edit a Lookup Field

Click Administration > Lookups. The Lookups screen displays as shown below

Administration panel displaying various lookup options for document management and request management.

Click on a Lookup for which you want to edit fields

NOTE: As an example, Priority Codes was selected, and the Priority Codes is shown below.

Table displaying priority codes with descriptions, active status, and creation details.

Select item displays as shown below

Editing priority code details with fields for code, active status, and description.

Make any necessary modifications to the available fields
Click Save. A verification message displays as shown below

Popup message asking to save the priority code labeled as 'High'.

Click OK