Reference Codes Overview

 

To support the entry of lists (such as organization, hospital boards, committees, etc.) into the forms tool, reference codes (refcodes) were created.  Reference codes allow the user to create lists in one place that may be accessed by multiple forms / questionnaires.  If the list is very long, it is especially helpful, so that the list does not need to be added and maintained multiple times across multiple forms.  The user also has the ability to mark items in the refcode table as inactive if they no longer want them to appear in the list.

 

Refcode Management can be found under the Admin Tab.  Designated business owners will be granted access rights to RefCode Management.  These individuals will be able to add new Reference Code Tables or update existing ones. 

 

Screenshot:  Refcode Management

 

Main Screen Elements:

Column Name

Description

Code

Unique Code used by the system to identify each item.  This code may not have any spaces or special characters

Value

The name of the item in the list as it will be displayed on the form.

Active

Indicates if the value is actively being displayed on the form

Edit

Allows Value and Active columns to be updated

 

Once the Refcode table is set up, a user can access this table from an individual question in a form.  Upon adding or changing a question  type of Radio Button List, Check Box List, Drop Down List, Multi-Input, Drop Down Multi-Select, , there is an option to ‘Use answers from Refcodes’.  Selecting yes to this question will then display a list of possible Refcode tables to choose from.  Once a refcode table is chosen for a question, the list of items will be presented to the user actually answering that question in alphabetical order.

 

Screenshot:  Question using Refcodes: