Creating & Setting Up Source Codes

Creating New Source Code

When creating Source Codes there is a list of information that you will first require from the person(s) making the request, this is the following:

Source Code Description – This is a brief description of what the code is for
Year – What year will this event take place
Month – What Month will this event take place
Team – Team responsible for the event
Activity – Activity area of work
Region – What region this event will be taking place
Channel Description – Unknown unless specified

You will also need a Cost Centre Code and a Programme Code – Provided by the author, or from Brendon Linsey in Finance department.

Once you have ALL the above information you can then Use the ‘Source Code Calculator’ to generate a source code specific to the criteria required. For example:

Information Provided

Source Code Description – 2022 PCI National Diabetes Audit Eng & Comm Ser
Year - 2022
Month - ALL
Team – PCI
Activity - National Diabetes Audit
Region – Non Region Specific
Channel Description – Unknown
Ending in 01 – important – The above translates to 7 variables so equates to a 7 digit long code – However; A Source Code MUST be 9 digits long. So the last 2 digits are determined by the author asking for the Source Code.

Now that you have all the information you require – you can use the Source Code Calculator and input the provided details and this will automatically generate a source code using prefixes. In the example above, if we put these details into the Source Code Calculator we would get the following code:

VXPHDXX01 – Where:

V = 2022 (Year)

X = ALL (Month)

P = PCI (Team)

HD = National Diabetes Audit (Activity)

X = None Region Specific (Region)

X = Unknown (Channel Description)

01 = Ending in

Next, once you have generated a Source Code using the calculator, go back to the person(s) requesting the Source Code and make sure they are happy with the code and description you are proposing. If they are – you may proceed to the next steps of setting up the source code in CIS.

Setting Up Source Code

Once you have a Source Code and Description, you are ready to begin setting up the code within the CIS tables. There are 3 tables in which you must add your new source code to, these are as follows:

Sources
Duk New 2015 Source
Duk Sources

Sources

Firstly setup the code in the ‘Sources’ table in CIS. This can be found by clicking –

Tools > Table Maintenance
Under ‘Table Description’ tab select ‘Sources’
Under ‘Group’ tab select ‘All’
Then at the bottom select ‘New’

See below:

Once you click ‘New’ you should be presented with the following window:

This window is where you will ‘setup’ your code for the ‘Sources’ table:

Source: Copy your generated source code into this field
Source Description: Copy your generated or provided description in this field
Source Incentive Trigger: Unless specified otherwise, type in 0 in this field
Thank You Incentive: This is to send out any acknowledgements and you would need a mailing code. If no mailing code provided then type ‘NO_ACKNOW’ in this field
Leave all other fields blank
Click ‘Ok’

The Source code has now been set up in the ‘Sources’ table. We now need to set up in the ‘Duk New 2015 Source’ Table.

Duk New 2015 Source

Secondly, setup the code in the ‘Duk New 2015 Source’ table in CIS. This can be be found by clicking:

Tools > Table Maintenance
Under ‘Table Description’ tab select ‘Duk New 2015 Source’
Under ‘Group’ tab select ‘System Maintenance’
Then at the bottom select ‘New’

See below:

Once you click ‘New’ you should be presented with the following window:

This window is where you will ‘setup’ your code for the ‘Duk New 2015 Source’ table:

Source: Copy your generated source code into this field
New Source: Copy your generated source code into this field also
New Cost Centre: Copy the Cost Centre Code provided by the person making the request in this field
New Programme: Copy the Programme Code provided by the person making the request in this field
New Source Code Description: This is a combination of the Cost Centre Code and the Programme Code, copy this into this field
Click ‘Ok’

The source code has now been setup in ‘Duk New 2015 Source’ table. We now need to set up in the ‘Duk Source’ table.

Duk Source

Lastly, setup the code in ‘Duk Sources’ table in CIS. This can be found by clicking -

Tools > Table Maintenance
Under ‘Table Description’ tab select ‘Duk Sources’
Under ‘Group’ tab select ‘System Maintenance’
Then at the bottom select ‘New’

See below:

Once you click ‘New’ you should be presented with the following window:

This window (Page 1) is where you will ‘setup’ your code for the ‘Sources’ table:

Source: Copy your generated code into this field
Source Desc: Copy your generated or provided description in this field
Leave all other fields blank unless they have been provided
Now Click on Page 2 to get the following window:

Under ‘Is Event’ insert N unless specified that this is an event.
Click ‘Ok’

The source code has now been setup in ALL 3 tables within CIS and is ready to use.