Create a codelist

Codelists specify a list of valid values that you can associate with a table column.

  1. Click the Navigation icon Icon shows a computer monitor. at the top of any page and then click Library.

  2. Select the Codelists tab.

  3. Select a project (or whatever study groupings are called in your company) in which to create the codelist.

    Tip:

    Selecting a grouping is required and can help users find the codelist. But codelists in any grouping can be used in any study.

  4. Click the Icon is a plus sign. Add or Icon shows a pencil. Modify icon. (If you are modifying the codelist, you must first check it out.)

    Tip:

    Modifying a codelist creates a new version of it. When you assign the codelist to a column, the column uses the current version. Columns that already use the old version will continue to do so unless you explicitly modify the column.

    • If you want to change all columns to the new version, modify the codelist.

    • If you want to be able to assign either version to a column, create a whole new codelist with the modified list of values.

  5. Codelist Name Enter a name.

  6. Description: (Optional) Enter a description such as its values to help users decide if this is the codelist they need.

  7. Click OK.