Utilities
The following utilities are used for system set up and maintenance.
List Maintenance
The List Maintenance screen is used to maintain the available values in the various drop down lists in the system.
Select List Maintenance from the Utilities menu to open this screen.
Click the list you wish to maintain under the Select List option. The corresponding list will be displayed on the right side of the screen.
To add an item to a list, use the New button on the Records menu or go to the last empty row in the list and begin typing a new value.
To delete an item in a list, click the delete record button next to the item and click Yes to confirm the deletion.
The current available lists are:
Account Manager - account managers and each manager's RPM User ID. Clients can be assigned to an account manager on the Client Information Basic tab. Some reports can be filtered by account manager.
Asset Type - asset types. Asset types are used on the Client Information Assets screen.
Bank - banks assigned to accounts. Banks are assigned to mass accounts under the Mass Account list and assigned to individual accounts on the Client Information Basic tab. The Routing Number should be entered if you are printing the encoding line on your checks. The Bank Information should be entered if your bank information is not pre-printed on your checks. Up to three lines can be entered for the Bank Information.
Case Notes Contact Type - case notes contact types. Case notes contact types are used on the Client
Information Case Notes tab.
Client Contact Type - client contact types. Contact types are used on the Client Information Contacts tab.
Client Type - client types and groups. The client type is assigned on the Client Information Basic tab. Some reports can be filtered by client type. The Batch Check option will default transactions to batch checks if the client type and vendor are marked as Batch Check. The Apply Fee flag is used by the Client Fee Transactions
Utility. Only client types with this flag set will have fees applied.
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RPM User Guide
County - counties. Counties are used on the Client Information Personal tab.
County District - county district codes and descriptions. The county district is assigned on the Client Information
Personal tab.
Custom Lists 1 thru 5 - custom list values. The custom lists are assigned on the Client Information Custom tab.
Custom lists can be configured on the Custom Client Fields tab on the System Setup screen under the Utilities,
Set Up menu.
Deposit Category - deposit categories. Deposit categories are used to categorize deposit transactions. The
Apply Fee flag is used by the Client Fee Transactions utility. Only deposit categories with this flag set will be included in the fee calculation. The Report Group is used to further categorize deposits for reports. The same group can be used for one or more deposit categories.
Ethnicity - ethnicity values. Ethnicity is assigned on the Client Information Personal tab.
Event - events and event categories. Events are assigned on the Client Information Events tab.
Gender - gender codes and descriptions. Gender is assigned on the Client Information Personal tab.
House Type - housing types. Housing types are assigned on the Client Information Housing/Income tab.
Impairment - impairment and impairment categories. Impairments are assigned on the Client Information
Impairments tab.
Legislative District - legislative district codes and descriptions. The legislative district is assigned on the Client
Information Personal tab.
Marital Status - marital status codes and descriptions. Marital status is assigned on the Client Information
Personal tab.
Mass Account - mass accounts. Clients are assigned to these account(s) on the Client Information Basic tab.
The Account Number should be entered and the Bank selected if you are printing the encoding line on your checks. Check the Default Acct. box for the primary mass account (if you have more than one). Check the
Inactive box for an account that will no longer be used. Use the Move Acct button to automatically move clients from an old to a new mass account.
Payment Category - payment categories. Payment categories are used to categorize payment transactions.
The Report Group is used to further categorize payments for reports. The same group can be used for one or more payment categories.
Race - race values. Race is assigned on the Client Information Personal tab.
Referral Source - referral sources. The referral source is assigned on the Client Information Personal tab.
Support Type - support types. Transactions can only be entered for clients if the Allow Transactions flag is checked. The support type is assigned on the Client Information Basic tab. Some reports can be filtered by support type.
Termination Reason - termination reasons. The termination reason is assigned on the Client Information
Personal tab.
Test Type - test types and test categories. Test types are assigned on the Client Information Test Scores tab.
Ward Number - ward number codes and descriptions. The ward number is assigned on the Client Information
Personal tab.
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