Manage a code list for all or one study

You can manage a code list whether it is part of a system group that you created yourself, the system default group, or a custom code list group. Managing a code list can be done both in the global library (for all studies at your organization) or in the study library (for a single study).

To learn more about study code lists, see About managing code lists and About your code list library.

To learn more about the system default code lists that you can re-use in your study, see Browse the list of system default code lists.

To manage a code list (whether custom or system) on the Library page (at a global level), you must be assigned the Code List Manager global role. To manage and update a code list on a study's Code list tab (for an individual study), you must be assigned the Manage Study Code Lists permission, as a Study Designer.

Note:

After you update a system default code list, the updates become effective in all studies that are assigned that specific code list group. In a study, when you update a system default code list, the updates become effective in all versions of that study, whether they're in Draft, Testing, or Approved.
  1. Depending on where you want to create your custom code list, do one of the following:
    • To edit a custom code list group for all studies at your organization, on the Home page, click Library. On the Library Studies page, click View Library, and make sure you're on the Code List tab.
    • To edit a custom code list group for a single study at your organization, open a study's settings and select the Code Lists tab.
  2. From the Sort by dropdown, select one of the following options to sort your code list groups:
    • Last Modified to sort code list groups based on when the latest changes in a code list group have occurred.
    • Code Name (A-Z) to sort code list groups in an ascending alphabetical order.
    • Code Name (Z-A) to sort code list groups in a descending alphabetical order.
  3. To narrow down your search, you can also type a code list group's name in the Search for codelist search bar.
  4. Expand a code list group.
  5. Select one of the code lists that you want to edit or copy.
  6. Depending on your language preference, select a language tab.
  7. To create a new codelist from an existing one, on the right side of the page, click the Copy icon(Copy icon consists of two folders on top of each other.), enter a new title for the copied code list in the New Code List Title field, and click Copy.

    Note:

    Do not copy EHR code lists; doing so can create issues with EHR mappings during an Oracle Clinical One Platform upgrade.
  8. To edit an existing codelist, on the right side of the page, click the Edit icon (The edit icon is a gray pencil icon) and edit a code list's details.
  9. To add another row and complete its fields for a new code value, click the Add icon (Add icon is a circle with a plus icon in the middle of it.).
  10. To remove a row that you added to the code list, click the Delete icon (The Delete icon is a gray trashcan).

    Note:

    Once a code list has been saved, you cannot delete that code list or any values from it. You can only hide values from a code list.
  11. To hide a row from a code list, click the Hide icon (Hidden icon is a gray eye.).
  12. To rename a code list group, click the Menu icon (Menu icon consists of three parallel gray lines) and type the new name in the code list group title.
  13. Click Save.

Related Topics

Parent topic: Create and manage code lists