Adding a Code to the Code Organizer

Adding a Code to the Code Organizer

Purpose

  1. To demonstrate how to add a Code to the Code Organizer.


Related Article


Video



Instructions

1. Click on Inspections.


Click on Inspections.
2. Click on Code Organizer.
Click on Code Organizer.



3. Click on Create Code.


Click on Create Code.



4. Enter data as needed to create your code.


Enter data as needed to create your code.



5. Enter "Tags" to assist in searching or filtering Codes with the advanced search.





6. By default, your new Code will be set to Active status. Deselect to make an Inactive Code.


By default, your new Code will be set to Active status.  Deselect to make an Inactive Code.



7. To add Standard Remarks, select Add Standard Remarks. See related KBA for more information.


To add Standard Remarks, select Add Standard Remarks.  See related KBA for more information.



9. Click on Create when done.


Click on Create when done.



    • Related Articles

    • Inspections Module: Searching the Code Organizer

      Purpose To explain how to use the search option in Code Organizer. Video Instructions Navigate to the Inspection > Code Organizer. At the top of the page you will see the Code Organizer Search fields. NOTE: In the Search Box there are many options to ...
    • Importing a Code to the Code Organizer

      Purpose To demonstrate how to import a code tot he Code Organizer Related Article Adding a Code to the Code Organizer Video Instructions 1. Click on Inspections. 2. Click on Code Organizer. 3. Click on Import XLS. 4. Select Choose File and select the ...
    • Navigating the Code Organizer

      Purpose To demonstrate the navigation and use of the Code Organizer Video Instructions 1. Click on Inspections. 2. Click on Code Organizer. 3. The Code Organizer has an advanced search feature at the top of the page. 4. Select or enter data to search ...
    • Setting up Project Codes

      Purpose To explain how to create Project Codes in the Scheduling Module. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. ...
    • Add Standard Remarks to Codes

      Purpose To demonstrate how to add Standard Remarks to checklist items during an Inspection. This feature will allow an Inspector to add commonly entered remarks to the Checklist Item remarks section with one click instead of typing them out. Video ...