K2 Client

Managing Reference Data

The values displayed in most drop-down menus throughout K2 can be defined using reference data.

Reference data is represented in K2 menus by the following icon.

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To manage reference data items, do one of the following:

  • For reference data screens with one field, click on the Click here to add a new record to add a record, or click the Delete button to delete the selected record.

  • For reference data screens with multiple fields, click the New button to open a window, or click the Delete button to delete the selected record.

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Each reference data item has an Audit Trail tab, which automatically records the changes made to each reference data item.

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Reference Data Screens

The following reference data screens are available:







Additional Information

Select from the following to view further details on various reference data items:

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