Edit Lookup Field

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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

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

Lookups Menu

  1. Click on a Lookup for which you want to edit fields.

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


Priority Codes Screen

  1. Select an item to edit, then click Edit. The Edit screen for the selected item displays as shown below.

Edit Priority Code Screen

  1. Make any necessary modifications to the available fields.

  2. Click Save. A verification message displays as shown below.

Edit Priority Code Verification Message

  1. Click OK.