Click to add a new category or kind or item or node
Edit
Displays the “edit a kind” screen
Clone
Click if wish to clone a kind code
Delete
Prompts that a kind code cannot be deleted unless another kind code is nominated to take over any related records that might exist. Note: you can make a kind code “inactive”
Settings
Displays the Kinds Defaults window where the default charge rate and mark up is set. Note: Usually only the System Administrator has access privileges
Unit Types
Accesses Unit Types window, where you can create and define unit types
Print
Accesses Print Kinds window, where decisions are made as to what to print and what information to include
Verify
Verifies that the structure is OK
Expand All
Expand all the categories in the list to display the related kinds and items
Collapse All
Collapse one category by clicking on
Alphabetic Sort
Does an alphabetic sort of all kinds within a category
Filter on Code
Enter code if you wish to find a single code - instead of scrolling through the list
Filter on Description
Enter description if you wish to find a kinds which match the description
Was this article helpful?
Thank you for your feedback! Our team will get back to you