Record Lookup Categories

Lookup data refers to the items that appear in selection lists and drop-down menus in Ohio SACWIS. It consists of categories and values, where a category can have one or more values.  For example, if "State" is a category, the names of the 50 states are the values of that category. Only active values appear in the application’s drop-down lists.

A lookup category is established and maintained only by the State system administrator. Once it's been saved in the system, it cannot be deleted, but its values may be modified and its name or description may be changed.

Record lookup category details as follows:

  1. Click the Administration tab at the top of the screen.

  2. Click the Maintenance tab.

  3. Click the Lookup Data link in the menu on the left. The Category Search screen appears.

  4. Enter your search criteria. You can use the wildcard feature. (See Search screens for more assistance.)

  5. Click Search. The system displays the categories that match the name you entered.

  6. Click the Edit link for a category to update it, or click Add Category to create a new category. The Category Details screen appears. If this is an existing category, a list of current values appears.

  7. Complete or update the fields on this screen. You must complete at least the Category Name and Category Code fields. The category name and code must be unique in the system.

  8. Record lookup values, if necessary.

  9. Click Save. You are returned to the Category Search screen.