View Who Changed a List Item in File Maintenance

File Maintenance Help for NextGen® Enterprise 8

Add or Modify a List Item in File Maintenance

To enter any new or changed information follow the steps: Note: Required fields display with red text labels. Fields that appear dimmed cannot be modified.To exit the item without saving your use select Cancel. Parent topic: Using Lists

File Maintenance Help for NextGen® Enterprise 8

Change Lists in File Maintenance

You can open another list without closing the current List window. Each type of List has a drop-down field located at the top of its list window. Select the field at the top of the List window, then select a different list. Note: The item list updates to display the items for the selected list. Parent topic: Using Lists

File Maintenance Help for NextGen® Enterprise 8

Open Lists in File Maintenance

You can open a list in several ways. To open a list in File Maintenance do one of the following: From the List Launcher, select Code Tables or Master Lists. From the List Launcher, select Libraries or one of the icons under Master Files. Select an icon. Make a selection from the File Maintenance menu. The associated List window opens. Note: If you open a list and nothing appears, there might be too many items to list. In the List Search field, enter the desired list. In the List Search field, enter asterisk * to list all the items. Parent topic: Using Lists

File Maintenance Help for NextGen® Enterprise 8

Clear Lists from the File Maintenance Desktop

If multiple lists are open, you can hide them so that you can more easily access other options in the File Maintenance window. To clear the File Maintenance desktop, on the File menu, select Desktop. Note: All lists are hidden, but all icons on the File Maintenance desktop remain visible. To return to an open list, on the Window menu, select the name of the window you want to view. To close a list window, select Close on the list window. Parent topic: Using Lists

File Maintenance Help for NextGen® Enterprise 8

Search for Items in a List

When a List window is open in File Maintenance, you can use the List Search field to locate an existing item in the list. In the List Search field, enter the first few characters of the list item name. The associated item is highlighted in the display area. To see a complete list, enter an asterisk (*) in the List Search box. Note: By default, only the first 20 items display in a list. Parent topic: Using Lists

File Maintenance Help for NextGen® Enterprise 8

Copy List Items in File Maintenance

You can create a copy of an item from most of the List windows in File Maintenance. Copying a list item is handy if you want to create a new list item similar to an existing one. You can copy the original item, then rename the copy. For example, if you have two Medicare plans that are similar, you can set up one and then make a copy of it. The copy can then be modified with the changes for the second plan. Note: There are some lists, such as Code Tables, that cannot be copied. Access the applicable library using the List Launcher or the menu bar. In this example, the report type is being copied. Select the item to be copied, then select Open Menu or right-click to display the menu options. Select Copy. The Copy window opens. Enter the name of the new item. Select OK. Parent topic: Using Lists

View Who Changed a List Item in File Maintenance

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Add or Modify a List Item in File Maintenance

Change Lists in File Maintenance

Open Lists in File Maintenance

Clear Lists from the File Maintenance Desktop

Search for Items in a List

Copy List Items in File Maintenance

Add or Modify a List Item in File Maintenance

Change Lists in File Maintenance

Open Lists in File Maintenance

Clear Lists from the File Maintenance Desktop

Search for Items in a List

Copy List Items in File Maintenance