Reference Data

The tdsvisitor system has many dropdowns throughout its forms, which we call 'reference data types'; the list options that will be available for each type can be viewed, included and edited on this portlet.

To open Reference Data portlet, go to Menu > Settings > Reference Data;

Reference Data portlet is presented with no selection by default; click the Reference Data dropdown and scroll the values or type in a value to search.

Add a reference data value

Adding a new value works in a very similar way for all reference data types. For example purposes, the Visit Reason type is used in this section.

1. Find the Visit Reason option on Reference Data dropdown and click it to select;

2. All reference data related to Visit Reason is shown on grid. To create a new reference value, click Add;

3. Add Visit Reason form is presented. You must inform at least the Description for this visit reason; optionally, you may inform:

  • Default Visitor Label: layout to be used when printing labels for Guests registered against this reason;
  • Person Type Excluded: types that cannot register visits using this reason - e.g. if you type in 'C', you will not be able to use this reason if the Host is a Contractor;
  • Event: if you select this checkbox, Event field will be presented if this reason is selected on Quick Register page.

4. Click Save to commit the inclusion.

5. The new value is presented on the grid. Reference data values can be edited but not deleted on this portlet.