Lookup lists

Within AVEVA Contract Risk Management, lookup lists determine the valid options that are displayed when users enter information using forms that use a lookup control.

Within this section users with the Organisation - Application Maintenance permission can tailor AVEVA Contract Risk Management in certain areas in terms of content and language. Lookup values must be entered in the system default language and can also be added in by any other language supported by the system.

Lookup categories

The following lookup categories are available:

• Message Types - Different types of messages specific to the organization.

• Alerts - Administrative alerts which can be used within AVEVA Contract Risk Management.

• Communication Template Reporting Categories - Categories specific to the organization which are used for reporting on contractor communications. Creating a new communication template reporting category will automatically create a new mapping template. See Contract financial mapping for full details.

• Control Accounts - Control accounts specific to project/depts, used to ensure the reporting of breakdown is consistent across contracts in the project. Managed from the project/dept home page in the Company Portal. See Control accounts for full details.

• Countries - Countries in which the organization operates.

• Event Formulas - Events used to trigger notifications. See Event Formulas for full details.

• Industries - Industries specific to the organization's operations.

• Internal Codes - Internal product codes specific to the organization's operations.

• Legal Forms - Legal forms specific to the organization's operations.

• Risk Type - Risk cover categories that contractors must supply as insurance on contracts.

• Tender/Contract Categories - Industrial categories in which the organization operates.

  Note These categories are used for Organization framework agreements, and to populate the Tender/Contract Categories for a newly-created project/dept. The categories for a project/dept can be updated in the Project/Dept Maintenance page in the Company Portal. See Tender/contract category values for full details.

• Units of Measure - Units of measure for use with line items - see Units of measure for details of the default values.

View Organization lookup lists

1. Open the navigation bar. If necessary, click the Manage tab.

2. From the Organisation Standards menu, select Lookup Lists.

3. The Lookup Lists page is displayed.

4. Select the lookup list you want to view from the Lookup Lists drop-down list.

   The Organisation Lookup Lists page is refreshed and the values for the selected lookup list are displayed.

Add values to Organization lookup lists

5. Open the navigation bar. If necessary, click the Manage tab.

6. From the Organisation Standards menu, select Lookup Lists.

   The Lookup Lists page is displayed.

7. Select the lookup list you want to add values to from the Lookup Lists drop-down list.

   The Organisation Lookup Lists page is refreshed.

8. Click Add Lookup Value.

   The Add Lookup Value page is displayed.

9. Enter information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

10. If your AVEVA Contract Risk Management system supports multiple languages, enter the translation of the lookup value for each language as appropriate.

11. Click Save.

    A message confirming that a value has been added to the selected lookup list is displayed.

Edit values of Organization lookup lists

12. Open the navigation bar. If necessary, click the Manage tab.

13. From the Organisation Standards menu, select Lookup Lists.

    The Lookup Lists page is displayed.

14. Select the lookup list you want to edit from the Lookup Lists drop-down list.

    The Organisation Lookup Lists page is refreshed.

15. Click the Edit icon for the lookup value you want to edit.

    The Edit Lookup Value page is displayed.

16. Edit the information as required in the relevant fields.

17. If your AVEVA Contract Risk Management system supports multiple languages, enter the translation of the lookup value for each language as appropriate.

18. Click Save.

    A message confirming that the selected lookup value has been updated is displayed.

Delete values from Organization lookup lists

19. Open the navigation bar. If necessary, click the Manage tab.

20. From the Organisation Standards menu, select Lookup Lists.

    The Lookup Lists page is displayed.

21. Select the lookup list from which you want to delete values from the Lookup Lists drop-down list.

    The Organisation Lookup Lists page is refreshed.

22. Click the Delete icon for the lookup value you want to delete.

    A warning message is displayed.

23. Click OK.

    A message confirming that the selected lookup value has been deleted.