Manage Custom Lists in Module Settings

  • Updated

This article provides step-by-step instructions for an Admin to access and manage the custom lists used throughout the module.

Prerequisites

You must have the Admin role to access the Module Settings page.

Steps

  1. Navigate to the relevant module dashboard (e.g., Information Request Dashboard).

  2. Click the Manage Module  button in the header.

  3. Scroll to the Managed Lists section.

    • Result: A list of customisable lists will be displayed, categorised by section (e.g., Information Requests, Privacy Requests / Complaints, Subpoenas, General).

  4. To edit a specific list (e.g., Applicant Types), click on the name of the list.

  5. Follow the on-screen options to add (+ plus button), and click the option name to edit, or remove entries from the list.

  6. Click Save or Update when you are finished making changes.

Results / Validation

The updated list will now be available in the relevant dropdown fields across the system. For example, the updated list of Applicant Types will appear when creating a new Information Request.

What's Next / Related

Limits & Notes

The following lists can be managed via the Module Settings page:

  • Information Requests

  • Privacy Requests / Complaints

  • Subpoenas

  • General