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Activity Codes - EPS tab

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The EPS tab enables you to view all existing EPS-level activity codes and values for your organization. If you have the appropriate security privileges, use this tab to create, modify, or delete EPS-level activity codes and values.

On the EPS tab, you can

Add EPS-level activity codes

Select the EPS or activity code under which you want to add an EPS-level activity code. To add an EPS-level activity code, click create actvity code at the top of the tab or right-click and choose Add Activity Code. When you create a new activity code, the activity code name is automatically generated using auto-numbering. To change the activity code name, click in the Name field, then type a name. To specify the maximum number of characters for the activity code's values, double-click in the Max Code Length field, then type or select a new number for the activity code value. You can specify a maximum of 20 characters for code values. If you want to make an EPS-level activity code a secure code, mark the Secure Code checkbox. You can designate an EPS-level activity code a secure code only if you have the appropriate security privilege; otherwise, this checkbox does not appear. Click Savewhen finished.

Note: EPS-level activity codes designated as secure codes are read-only if you do not have access rights to view.
Tip: Click find to search for an EPS, activity code, maximum length of the code value or secure code settings.

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Add EPS-level activity code values

You can add an EPS-level activity code value at the same level as an existing code value (sibling) or at a subordinate level (child). To add a sibling EPS-level activity code value, select the EPS-level activity code or a code value, then click code value at the top of the tab. To add a child level activity code value, right-click and choose Add Child Activity Code Value. In the newly added code value row, edit the Name and Description as necessary. The name of the code value cannot exceed the maximum character length specified for the activity code. To apply a color to the activity code value, click in the Color field, click Browse browse, then select a color to apply.

Click Save when finished.

Note: You must enter an activity code name that is unique across EPSs.

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Convert EPS-level activity codes to global activity codes

You can convert an EPS-level activity code and its values to a global activity code with global values. To convert an EPS-level activity code to a global activity code, click at the top of the tab. When you convert EPS-level activity codes to global activity codes, associated code values are converted to global code values.

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Modify EPS-level activity codes and values

To modify the EPS-level activity code name and maximum code length, double-click in the respective fields.

To modify the EPS-level activity code value name and description, double-click in the respective fields.

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Delete EPS-level activity codes and values

Select the EPS-level activity code or activity code value you want to delete, then click delete at the top of the tab or right-click and choose Delete. When you delete an activity code, associated code values are also deleted.

Tip: When you delete an activity code, associated code values and assignments to activities are also deleted.

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Cut, copy, and paste EPS-level activity codes and values

Select the EPS-level activity code or code value you want to copy or move. To copy an EPS-level activity code or value, click Copy at the top of the top of the tab or right-click and choose Copy. To cut an EPS-level activity code or value, click Cutat the top of the tab or right-click and choose Cut. Select the position where you want to insert the cut or copied activity code or code value, then click Paste at the top of the tab or right-click and choose Paste. You can copy or move multiple activity codes or values at one time.

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