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How to Use Lookup tables for Safeguarding

In this guide we’ll go over how you can use Lookup Tables to update Safeguarding Action Categories, Safeguarding Areas, Safeguarding Incident Categories, Safeguarding Incident Status and Safeguarding Incident Subcategories.

Access: The minimum permissions required to access Lookup Tables can be found in the Administration module from within Config > Setup > Roles & Permissions.

See also: How to Edit Lookup Tables

From the left Menu go to Config > Administration > Lookup Tables.

Pathway

Select one of the Safeguarding options from the Admin Lookup drop down.

The list on the left will now display the existing options for the Lookup you selected. Press New to create a new Lookup Value.

Enter the required information in the Add Administration Lookup panel on the right, ensure that the Active box is ticked and once you’re happy click Create.

You can Edit an existing Lookup by clicking on it in the list on the left to open the Edit Administration Lookup panel on the right. Amend the information as required and once you’re happy click Save. You can also Delete the Lookup by clicking Delete in the top left hand corner.

Updated on July 26, 2024

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