Skip to main content

Add a new count type

In this article, we explain what count types are and how to enter a new count type.

D
Written by David Bayley-Hamilton
Updated over 4 months ago

What is a Count Type?

You use count types to map local values to the values required for Management Information reporting and system functions. This allows you to create local values for you to use when recording information, without being restricted to set values.


The difference between count types and lookups

Lookups are values decided locally. This means you can record a wider range of information compared to what’s specified in a statutory return.

Using count types, you’re then able to map your local values to the specified count type. This means you can record data accurately, and Management Information returns, or system functions, are also correct and validated against the required values.


Enter a count type

You can configure count types if you’re a System Administrator.

To enter a new count type, follow these simple steps.

  1. Click the Administration menu set, then click Count Types Admin.

  2. Click the required count type category, then search for the required table using the filter boxes.

  3. Click on the required table, then the bottom-left, click New.

  4. Select the linked Lookup value, then enter the new Count Type Code.

  5. Enter the Count Type Description, then click Save.

When entering information for steps four and five, be aware of the following:

  • Lookup code is the local value from Lookups Admin.

  • Count type is the alphanumeric value.

  • Description is the count type description.

Did this answer your question?