The following procedures will outline the steps for adding and managing any Officer codes to
be utilized within the system.
Step 1 Log into the CDP/CenTrax NEXT
The active Institution and File will display in the upper right-hand section to the left of the
name of the user logged in.
Step 2 Click Settings
Step 3 Hover over Organization
Step 4 Click on Officer Codes
Step 5 To add a new officer code, click the green Add New button on the upper right-hand corner
5.1 Type in the Code
5.2 Type in the Name or description of the Officer
5.3 Type in the Title
5.4 Select the Line of Business (optional)
5.5 Click Save
Step 6 To Edit an Officer Code, click on the desired officer code
6.1 Select Edit
6.2 Make the desired changes
6.3 Click Save
6.4 If the changes are not desired, click the X in the upper right-hand corner to Cancel the
changes
Step 7 To Delete an Officer Code, click on the desired officer code
7.1 Select Delete
7.2 Click Yes in the confirmation message
Article Reference CNX205