The following procedures will outline the steps for adding and managing any Data System ID codes
to be utilized within the system. The Data System ID Codes are designed to identify what import definition the records were added or updated last from.
Step 1 Log into 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 Lookup Manager
Step 4 Click on Data System ID Codes
Step 5 To add a new Data System ID 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 Data System ID
5.3 Click Save
Step 6 To Edit a Data System ID Code, click on the desired Data System ID 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 a Data System ID Code, click on the desired Data System ID code
7.1 Select Delete
7.2 Click Yes in the confirmation message
Article Reference CNX208