Control Maintenance Overview

Use control maintenance records to customize how the system functions work for your company.  

You must be assigned one of the following authorization keys to manage control maintenance records:

Note: Value changes made through control record maintenance are logged in the System Activity Log.

Click here for a printable version of the Control Maintenance documentation.

To view and edit control maintenance records:

  1. From the System > System Files menu, select Control Maintenance to display the Control Maintenance window.

The window contains input fields titled Category, Area, and Keyword. The system uses categories and areas to logically sort related control maintenance records into two levels. A category refers to a broad area of interest, while an area is a more focused interest within the category. You can use keywords to search for specific records.

  1. Enter parameters to find a record in one of the following ways:

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Display all the records in a category

In the Category field, select a category.

Display all the records in an area within a category

  • In the Category field select a category.

  • In the Area field, select an area within the selected category.

Display a single record

In the Keyword field, type words or character strings that are in the title of the record. The more words you type, the more focused will be the displayed list of records.

Display an alphabetical list of all the records

Leave all three fields blank.

The system displays a list of records that match the selection criteria.

  1. Select the record you want and click Open Control Record.

  2. To view the maintenance log entries for this record, click View Log.

  3. Edit the record as required and click Save.

Note: For the changes to take effect, you must log off and back on again.

See Also:

New and Revised Control Maintenance Records for this Release