Lookups Field

The term ‘Lookups’ refers to the options found in various dropdown menus throughout the system. If your group is upgrading to a new version of CTMS which includes additional standard values, in order to avoid impacting current study data, these values will be added in an ‘inactive’ status and will need to be manually updated if desired.

To activate a lookup value:

1. Navigate to the Settings area and choose the Lookups menu.
2. Select the sub-menu to be edited (Activity Plans, Addresses, Contacts, etc.)
3. Above the list of values is a dropdown menu indicating which field’s values are shown. Use the dropdown menu to select the correct field.
4. Select a value using the checkbox and press ‘Edit’ in the menu above the list of values.
5. Check the box in the ‘Active’ column
6. Press ‘Save’