How to Set Up Reference Data

Mohammed Jamal Updated by Mohammed Jamal

This article shows you how to set up Reference Data records in your system.

Reference Data records define the look up values that are available to users of the system. It is possible to add, update, and hide values from the Lookup fields. For example, you can add a new Care Plan Type, modify the details of an existing Care Plan Type, or remove an available Care Plan Type so when users Lookup Care Plan Types within a Care Plan setup, they only see the values made available to them.

To view the Reference Data available for lookup fields:

  1. Navigate to Settings > Configuration > Reference Data. The 'Reference Data' page lists the Business Modules in Care Cloud.
For more information about Business Modules, navigate to Settings > Configuration > Customizations and select Modules.

Please note: The examples in this article are only provided to highlight the type of information you might see on the page.

  1. Select the chevron title, for example Activity, to expand the Business Module section, to view the associated Business Objects.
  2. Select the Business Object, for example Activity Categories, to view the Reference Data records.

This opens the Reference Data records for that Business Object.

  1. Select the Create new record button on the toolbar.
  2. Complete the mandatory fields as indicated by the red asterisk *. All Reference Data records will have at least the following fields:
  • Name: The name of the Reference Data record that will display in the Look Up lists.
  • Code: A unique code to track your records.
  • Start Date: The date in which the record is available to use from in the system.
  • End Date: The date in which to disable the use of the record from the system. This will also mark the record as Inactive.
  • Responsible Team: The team associated to and responsible for the record.
  1. Select the Save or Save and Close button on the toolbar.

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