Top Tip #8 – Dictionary Maintenance

Dictionary Maintenance will enable you to set your own terminology for any webpart or measure or column title. For example, throughout Katchr the charts and KPI’s utilise the word “Fees” but you may prefer to display the text of “Costs” or “Bills” instead.

The Katchr maintenance menu is accessed from the “Cog” tt2-cog icon on the Katchr dashboard display. This icon is only available for users designated as Administrators.

Once you have opened Maintenance click on Dictionary Maintenance from the options.

dictionary-maintenance

To add a new dictionary item click on the + button in the bottom half of the screen.

Each item will need it’s own ID number. Then enter the System Text you wish to replace, followed by the Display Text you wish to see.

Normally you would also tick the “Replace in Chart” button. Then click on OK.

You will need to refresh katchr to see the changes.

 

Full list of options:

 

 edit-iconEdit the selected text
 add-iconAdd new text
 delete-iconDelete the selected text.

 

Don’t forget to return here in two weeks for another Top Tip.

If you require further information please e-mail or call us on 0845 6806 843.

Management Information Consultant at Katchr