Navigating the Code Organizer

Navigating the Code Organizer

Purpose

  1. To demonstrate the navigation and use of the Code Organizer

Video


Instructions

1. Click on Inspections.


Click on Inspections.



2. Click on Code Organizer.


Click on Code Organizer.



3. The Code Organizer has an advanced search feature at the top of the page.


The Code Organizer has an advanced search feature at the top of the page.



4. Select or enter data to search or filter your codes by.


Select or enter data to search or filter your codes by.



5. Click on search.


Click on search.



6. Click on Reset to reset the advanced search fields.


Click on Reset to reset the advanced search fields.



7. Click on Download to down load your codes to a spreadsheet. The download will respect any advanced search criteria entered.


Click on Download to down load your codes to a spreadsheet. The download will respect any advanced search criteria entered.



8. Select one or more or all for Bulk Actions.


Select one or more or all for Bulk Actions.



9. Bulk Actions: Activate Codes, Deactivate Codes, and Delete Codes.

  1. A Code associated to a checklist item cannot be deleted.
  2. A delete action is a hard delete and the data cannot be recovered.
  3. See below regarding deactivating a code that is associated to a checklist item.





10. Click on column title to sort ascending or descending.


Click on column title to sort ascending or descending.



11. Actions: View Associated Checklist Item, Activate, Deactivate, Edit, and Delete.
  1. A Code associated to a checklist item cannot be deleted.
  2. A delete action is a hard delete and the data cannot be recovered.
  3. See below regarding deactivating a code that is associated to a checklist item.





12. To Deactivate a code associated with a checklist item, click on Deactivate.


To Deactivate a code associated with a checklist item, click on Deactivate.



13. The user will be redirected to a Deactivate Codes page.

  1. If you choose to deactivate using the checkboxes on the left, the checklist items will remain active, but no code will be associated with them.
  2. If you use the replacement icon in the action column, you can replace the current Code with a new Code for the associated checklist item.
  3. This will also complete the deactivation of the selected Code value.

The user will be redirected to a Deactivate Codes page.



14. Click on Replacement to associate an active code before the current code is deactivated.


Click on Replacement to associate an active code before the current code is deactivated.



15. Click on Code set | Edition Year | Code number and select the replacement code from the list. Use the filter to narrow your search. Select Change when done.

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