Reference Maintenance: Reference Values

You can create and maintain the following reference values:
Value Description
Reference Content Content of the reference, such as meeting agenda or approval letter
Reference Participant Who the reference was to or from, for example: agency/agency name, internal departments, affiliates, etc.
Reference Status For example: planned, active, open, completed, etc.
Reference Type For example: announcement, internal note or content received
Note: Create reference types in the system before you create statuses, participants, and content. Statuses, participants, and content can only be associated with existing reference types.

Reference Content Attributes

To define a reference content value, enter values for the following attributes:

Attribute Description
Reference Content Content of the Reference like meeting agenda or approval letter. Different content values show in the drop down for different reference types selected. Hyperlinked from the view screen.
Reference Type The type of reference. Examples: Announcement, Note or Content Received.
Last User Updated Defines by whom the Data Administration value was created/updated. By default, this option is read-only. It is populated automatically when updates were made to the table.
Last Changed Date Defines when the Data Administration value was created/updated. By default, this option is read-only. It is populated automatically when updates were made to the table.
Active Indicates if the entity is active or inactive.

Reference Participant Attributes

To define a reference participant value, enter values for the following attributes:

Attribute Description
Reference Participant Participant of the Reference such as who provided the content or who it was sent to. Different Participants show in the drop down for different reference types selected.
Reference Type The type of reference. Examples: Announcement, Note or Content Received.
Last User Updated Defines by whom the Data Administration value was created/updated. By default, this option is read-only. It is populated automatically when updates were made to the table.
Last Changed Date Defines when the Data Administration value was created/updated. By default, this option is read-only. It is populated automatically when updates were made to the table.
Active Indicates if the entity is active or inactive.

Reference Status Attributes

To define a reference status value, enter values for the following attributes:

Attribute Description
Reference Status Status of the Reference like open/close or approved/unapproved. Different Statuses show in the drop down for different reference types selected.
Reference Type The type of reference. Examples: Announcement, Note or Content Received.
Last User Updated Defines by whom the Data Administration value was created/updated. By default, this option is read-only. It is populated automatically when updates were made to the table.
Last Changed Date Defines when the Data Administration value was created/updated. By default, this option is read-only. It is populated automatically when updates were made to the table.
Active Indicates if the entity is active or inactive.

Reference Type Attributes

To define a reference status value, enter values for the following attributes:

Attribute Description
Reference Type The type of reference. Examples: Announcement, Note or Content Received.
Last User Updated Defines by whom the Data Administration value was created/updated. By default, this option is read-only. It is populated automatically when updates were made to the table.
Last Changed Date Defines when the Data Administration value was created/updated. By default, this option is read-only. It is populated automatically when updates were made to the table.
Active Indicates if the entity is active or inactive.