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Keep self-building lists accurate and relevant to your facility and processes by locking them down.
In FaciliWorks 8i, items can be added to self-building lists on the fly or lists can be locked down. By locking down a specific look-up list, FaciliWorks 8i users cannot add values or remove values from the list. This customization allows the FaciliWorks administrator to be in charge of the available list choices, enforces facility-specific processes and keeps the system free of superfluous data.
For example, here in the Data Administration -> Assets form, the Priority field's self-building list has been filled with bad data:
So let's fix this. We are going to clean up this self-building list and lock it down so that only FaciliWorks administrators can change the values.
Log on to FaciliWorks 8i as a user with administrator rights.
Navigate to the Configuration -> Admin Settings -> Advanced tab and scroll to the lower portion of the form to the List Limit and List ID headings:
The list we want to clean up in this example is the Priority field in the Asset form, so click the Detail of List link that corresponds to Asset Priority. The following window opens:
Now, go through the list and delete all of the bad entries. In this example, the clean list could look like this:
Click Save and close the Asset Priority Detail of List pop-up window; you are back on the Advanced tab.
Now, lock down the list by clicking the List Limit checkbox next to Asset Priority:
Click Save at the bottom of the form.
We have successfully cleaned and lock down the self-building list for the Asset Priority field. From now on, FaciliWorks users will not be able to make their own entries in this field; they are limited to the defined list. If, in the future, you want to unlock the list, simply uncheck the associated List Limit checkbox and save your changes.
We encourage you to explore the additional capabilities of your FaciliWorks software and as always, keep an eye out for future Tech Tips.
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