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Select Lists

Need to populate all those drop down fields? Look here.

  • Accounts and Account Groups

    Accounts are user-defined identification codes or numbers used in financial records related to Course Sections, General Ledger (payments), and Payroll. Accounts are linked to the following data conten...

  • Achievements

    Used to identify the outcomes of Client Goals [https://xenegrade.kayako.com/Knowledgebase/Article/View/72/16/]. ------------------------- Navigation Main Menu >» Selects >» A-D >  Achievements App...

  • Assessments

    Used to identify the intake evaluation results of Clients. ------------------------- Navigation Main Menu > Selects > A-D >  Assessments Applies To:    Enterprise ------------------------- Field...

  • Attendance Codes

    Used for tracking the type of daily Client Attendance records such as absent, attended, etc.  ------------------------- Navigation Main Menu > Selects > A-D >  Attendance Codes Applies To:    Ente...

  • Attendance Zone

    Used in the Client Profile record as a reference only and is not linked to attendance records. Used by some organizations to track attendance reporting locations. ------------------------- Navigatio...

  • Billing Terms

    Used in Client Invoices and, if applicable, Contracts. This table is shared across all Branches. Changes and additions affect all Branches. ------------------------- Navigation Main Menu > Selects ...

  • Block Types

    Used with Client Blocks. ------------------------- Navigation Main Menu > Selects > A-D >  Block Types Applies To:    Enterprise    Plus    Basic ------------------------- Field Details  * Bl...

  • Buildings

    Used with Facilities and Locations to identify where services are provided. One of three parts that make up a location. * Facility * Building * Room ------------------------- Navigation Main...

  • Business Codes

    Descriptions of business types are often used by government organizations to categorize business. Used in Courses and Companies records. ------------------------- Navigation Main Menu > Selects > A...

  • Certificate Text

    Certificate Text allows the creation of custom text used to print certificates for Clients via InSight. The text entered in the Certificate Text records can be merged with Client and Course data to pr...