The System Administration dropdown is located on the Main Menu to the right of the Reports dropdown. This tool allows the privileged user to edit the code lists and users for the application.

Config Tool

The Config icon () opens the Code List Maintenance interface which is used to edit the various code lists used throughout the application. The user can navigate through code lists by utilizing the "Code List" dropdown at the top of the interface. There are four code list capabilities offered to System Administrators on this interface: (1) add a new code to an existing code list, (2) modify an existing description for a code, (3) indicate that a code value is obsolete, and (4) indicate the order in which each code should appear in all dropdown lists. The image below shows the Code List Maintenance interface.

Add New Code

To add a new code to an existing code list, the user can select the "Add New Code" button in the lower left corner of the interface; then, the Category, Subcategory, and Value textboxes will be emptied to allow for the creation of a new code for the current code list. After entering the desired values, the user can click Save Changes to solidify the new code or Discard Changes to empty the fields.

Modify Existing Code

To edit an existing description for a code, the user can locate the table which displays all valid values in the currently selected code list. Then, the user can select a table row to show the value's associated fields below the table; these fields are now editable, except for ID. After editing the desired fields, the user can click Save Changes to implement the changes or Discard Changes to revert the fields to their original values.

Obsolete Code

To indicate that a code is obsolete, the user can select a code by clicking on a table row. Then, they can check the "Obsolete Code" checkbox to mark it as no longer in use. The user can click Save Changes to implement this change or Discard Changes to reverse it.

Reorder Code

To change the order of the codes in the code list, the user can utilize the four arrow buttons beside the code table. The image and table below show the placement and function of these controls.

User Maintenance

The User Maintenance icon () opens the interface which is used to create and modify users of the application. There are two types of users in the system: System Administrators and general users. System Administrators will be able to view the User Maintenance interface and edit the permissions and capabilities of the other users in the system. System Administrators will also be able to view the Config tool and edit code lists from its associated interface. General users will not have access to these System Administration functions (Users/Code Lists); however, they can access all other functionality.

For System Administrators, the User Maintenance System can be used for five purposes: (1) view active and inactive users, (2) edit user information, (3) delete users from the system, (4) edit a user's permissions, and (5) add a new user to the system. The image below shows the User Maintenance interface.

View Active/Inactive Users

To view active and inactive users, the user can use the dropdown located at the top right corner of the application. This dropdown determines which user types are on display in the User table. There are three viewing options in this list: All, Active, and Inactive. The User table will automatically update after a selection is made.

Edit User

To edit user information, the user must first select a row in the User table. Then, the "Edit User" fields below will be filled with the associated information for the selected user. The Last Name, First Name, Username, and Email Address fields are textboxes; to edit them, the user can type in a new value. The User Status field is a dropdown that allows the user to select an alternative user type (Active/Inactive). Once the desired fields are edited, the user can select "Save Changes" to solidify the new values or "Discard Changes" to revert the information to its previous state.

Delete User

To delete users from the system, the user can select the desired checkboxes on the User table. Then, the "Delete Selected" link can be clicked to remove the selected user.

Edit Permissions

To edit a user's permissions, the user must first select a row in the User table. Then, the "Edit Permissions" link can be selected to open an editing pop-up. To add a new permission to the user, double-click the desired permission in the Available box or select a permission in the Available box and click the "Add" button. To remove a permission from the user, double-click the desired permission in the Current box or select a permission and click the "Remove" button.