Setting Up Lookup Lists

Lookup lists are significant in SOMAX software, and are common throughout every module. They allow you to group assets, preventive maintenance, projects, tools, work orders, and more together, and provide an extra layer of organization. 

This article describes how to edit and add to your lookup lists.

For more information on what each lookup list means, see Lookup List Meanings & Descriptions.

Setting Up Lookup Lists

1. From the left sidebar select Configuration. This takes you to the configuration dashboard.
2. From the left sidebar select Lookup Lists.
3. Select the lookup list you would like to edit or add to by clicking the displayed list at the top next to "Description" and scrolling to find the desired list.
4. If there are existing types, select the + icon to add another, the pencil icon to edit it, or the trash icon to delete it. If there is no existing type yet, select + Add at the bottom left to add a new one. 
   1. If a Lookup List Entry is in use you will not be able to Delete it. If you no longer want this entry you will need to set it to Inactive.
   2. To set a Lookup list entry to Inactive click the pencil icon to edit it, Change the Inactive? to True and click Save to save the change. The Lookup list entry will no longer be displayed when using this list

An example lookup list is shown below.