This article provides information about the Settings/Configuration/Lists page.
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List Type | Summary Usage |
Construction Type | For Projects (optional). The classification and fire rating for the project's buildings or structures. |
Contact Role | For Projects (optional). A reference person's association to a project. |
Country | For Projects, users and contacts (optional). Used for address records. |
| Occupancy | For Projects, building occupancy classifications refer to categorizing structures based on their usage and are primarily used for building and fire code enforcement. |
Source | For Standard Comments (optional). Typically, the year and name of code base from which content is sourced for Standard Comments (IBC 2012); see Standard Comment Library. |
State | Optional. Used for address records. States are filtered by Country. |
Street Direction | Optional. Used for address records. |
Street Type | Optional. Used for address records. |
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When a new project is created, either the For Permitting or For Design Review ‘Purpose’ is chosen. This determines which set of lists will be used for the project going forward. Changing the purpose is not allowed once the new project record is saved. |
Adding List Records
- From the Configuration/Lists page, choose the appropriate Purpose and List Type.
- Select the + button to open the List record detail form.
- Enter a descriptive Label.
- Enter a four (4) character Abbreviation. (Alpha and numeric characters only.)
- The abbreviation must be unique with the exception of Project Type list records.
Order Value:
- For Document Cycle, Category, Project Cycle, and Subcategory lists, enter the appropriate sort Order value. For example, if the highest Document Cycle order value is 5, enter 6.
- For the Document Cycle lists, do not create records with duplicate Order values. During intake, new versions of documents have their Cycle automatically increased by one, to the next available value based on the sort Order.
- For other List Types, the order value is used as an optional means to sort the lists records in dropdown controls, reports, etc. Lists are sorted primarily by the Order value, then alphabetically by Abbreviation.
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New assignments will be created with the default, active 'Not Started' status. The assignment status will automatically change to the default, 'Active' status when users begin their plan review. |
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Inactivating or Deleting List Items
- Toggle off the List Item is Active option to prevent it from being used in the future.
- List records that are inactivated will not appear in the dropdown controls.
- When a list record is inactivated, any project, document, assignment records that rely on the list record will show the list abbreviation and or list Label as a read-only value.
- In this situation, we recommend choosing another active list record.
- Inactivated records can be restored at anytime by toggling the 'Is Active' setting to On.
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