Re-organizing Look-Up Lists

Louise finds that the list of Reasons for Discharge is not well organized for her organization. Because the shelters take a Housing First approach, she would like Housed to be at the top of the list. Luckily for Louise, she learns that they can reorganize the list into the order that makes the most sense for her organizations.

Helpful Hint
Instead of putting your look-up lists in alphabetical order, you can choose to put the values used most often at the top of the drop-down list in order to save time and prevent scrolling.

Step by Step: Re-organizing Look-Up Lists

  1. In Administration, select Look-Up Tables.
  2. The Look-Up Tables Management Menu will open. Select the look-up table to be edited and select the Blue Check Mark button.
  3. Select the Sort button.
  4. The Sort Items screen opens. In this screen, the values can be sorted either alphabetically or manually:
    1. To sort alphabetically, select the Alphabetical button.
    2. To sort manually, select the box beside a value and drag it to the chosen position.
  5. Select Save.

References

Blue Check Mark button
Sort button
Save button
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