View reference data

The reference data portlet is used to create and maintain various codes and descriptions which are used throughout the system. Values displayed in most drop down lists in tdsaccess are controlled via the reference data portlet.

1. Select Menu => Admin => Reference Data

Select Menu => Admin => Reference Data

2. Select required reference data type

Select required reference data type

Click on drop down list or type to search for required reference data type.

3. View reference data in grid

Once the reference data type has been selected all matching data in tdsaccess will be displayed in the grid.

3.1. View different reference data options

Some reference data types will have extra columns for extra functionality around the reference data type.  

Use keyword search

Use keyword search to find required data once the reference data is displayed.

3.3. Export or print data

Export or print data

Use export to csv or print functionality if required.