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Reference Data

Reference data populates many of the drop-down menus in Corsair. Corsair provides some reference data by default, but some you can customize.

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Search for a reference data type

Select a tab and enter the reference data name in the Search box.

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Export your reference data search result to a CSV file

  1. In the top right corner of the Reference Data page, select Export Search Result.

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Add reference data

Note

The default reference data provided by Corsair displays on tabs as read-only lists.

However, you can add the following reference data:

  • Accessorials

  • Reference Number Type

  • Location Type

  • Contact Type

  • Service Incident Types

Create an accessorial

  2. On the Reference Data page, select the Accessorials tab.

  3. Select Create Accessorial.

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  4. In the New Accessorial dialog box, enter the accessorial information and select Save. See the "Accessorial Field Descriptions" below for more information about the accessorial fields.

Accessorial Field Descriptions

Field

Description

Accessorial Name

Enter a relevant name for the accessorial.

Natural ID

The Natural ID is automatically created as you enter the accessorial name.

Note

You can edit the Natural ID only while creating the accessorial and before selecting Save.

After the accessorial is created, the Natural ID is permanent, even if the accessorial name changes.

Requestable

Select Yes to include the accessorial name in the various accessorial drop-down lists in Corsair.

Select No to exclude the accessorial name from the various accessorial drop-down lists in Corsair.

Create a reference number type

  2. On the Reference Data page, select the Reference Number Type tab.

  3. Select Create Reference Number Type.

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  4. In the New Reference Number Type dialog box, enter the reference number type information and select Save. See the "Reference Number Type Field Descriptions" below for more information about the reference number type fields.

Reference Number Type Field Descriptions

Field

Description

Reference Number Type Name

The name of the reference number type.

Natural ID

The Natural ID is automatically created as you enter the reference number type name.

Note

You can edit the Natural ID only while creating the reference number type and before selecting Save.

After the reference number type is created, the Natural ID is permanent, even if the reference number type name changes.

Reference Number Value Type

The type of user interface element to display in Corsair, such as a text box or a drop-down list.

Assign to My Domain

Assign the reference number type to your domain in the hierarchy.

Levels

The levels where the reference number type displays.

Display by Default?

The reference number type displays by default at the levels you selected.

Allow Multiple?

Allows multiple instances of the reference number type to be selected.

Add Share

Select Add Share to give a subdomain permission to view the reference number type.

Add a location type

  2. On the Reference Data page, select the Location Type tab.

  3. Select Create Location Type.

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  4. In the New Location Type dialog box, enter location type information and select Save. See the "Location Type Field Descriptions" below for more information about the location type fields.

Location Type Field Descriptions

Field

Description

Location Type Name

The location type name.

Natural ID

The Natural ID is automatically created as you enter the reference number type name.

Note

You can edit the Natural ID only while creating the location type and before selecting Save.

After the location type is created, the Natural ID is permanent, even if the location type name changes.

Add Share

Select Add Share to give a subdomain permission to view the location type.

Add a contact type

  2. On the Reference Data page, select the Contact Type tab.

  3. Select Create Contact Type.

    contact_type_1.png

  4. In the New Contact Type dialog box, enter contact type information and select Save. See the "Contact Type Field Descriptions" below for more information about the location type fields.

Contact Type Field Descriptions

Field

Description

Contact Type Name

The name of the contact type.

Natural ID

The Natural ID is automatically created as you enter the contact type name.

Note

You can edit the Natural ID only while creating the contact type and before selecting Save.

After the contact type is created, the Natural ID is permanent, even if the contact type name changes.

Add Share

Select Add Share to give a subdomain permission to view the contact type.

Add a service incident type

  2. On the Reference Data page, select the Service Incident Types tab.

  3. Select Create Service Incident Type.

    service_incident_type_1.png

  4. In the New Service Incident Type dialog box, enter service incident type information and select Save. See the "Service Incident Type Field Descriptions" below for more information about the service incident type fields.

Service Incident Type Field Descriptions

Field

Description

Service Incident Type Name

The name of the service incident type.

Natural ID

The Natural ID is automatically created as you enter the service incident type name.

Note

You can edit the Natural ID only while creating the service incident type and before selecting Save.

After the service incident type is created, the Natural ID is permanent, even if the service incident type name changes.

Add Share

Select Add Share to give a subdomain permission to view the service incident type.

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