This article provides information about the Settings/Configuration/Lists page.
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List Type | Usage Summary | Ability to Set Default? |
Construction Type | For Projects (optional). The classification and fire rating for the project's buildings or structures. | No |
Contact Role | For Projects (optional). A reference person's association to a project. | No |
Country | For Projects, users and contacts (optional). Used for address records. | Yes. The Country marked as 'Default' will be used for new projects. |
| Occupancy | For Projects, building occupancy classifications refer to categorizing structures based on their usage and are primarily used for building and fire code enforcement. | No |
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. | No |
State | Optional. Used for address records. States are filtered by Country. | Yes. The State marked as 'Default' will be used for new projects. |
Street Direction | Optional. Used for address records. | No |
Street Type | Optional. Used for address records. | No |
About Internal Parent List Types
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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 (alphanumeric characters, dash, underscore, and forward slash characters).
- Enter a four (4) character Abbreviation. (Alpha and numeric characters only.)
- The abbreviation must be unique, with the exception of Project Type list records.
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