Reference Table Management

The Reference Table Management function is one of the most widely-used features across the HHAeXchange system. Multiple fields throughout the application are fed by the unique values created via Reference Tables (at the Agency level).

Numerous tables exist allowing users to create and update values. The fields required to create new values for each available field in the Reference Table dropdown may vary from item to item. Values created using this function are labeled as Agency Default on the Office Level Reference Table.

Creating and managing values is in the Reference Tables is standard in the system. Begin by searching for the applicable Reference Table. For example, the In Service Instructors table is selected. Click the Add button to add a value to the selected Reference Table or Click an existing value link to update.

In this example, a new In Service Instructor is added. Clicking the Add button opens the In Service Instructor window. Enter the Instructor (name) and ensure the Status is Active. Click Save.

Some Reference Tables are comprehensive requiring more information. Upon accessing the Reference Table, the fields display as column items on the core page. In addition, these search filters can facilitate specific searches.

In this example, adding a new value requires more information as seen in the image below. Once created, the field information entered in the window are seen in the respective columns.