Trusts

Trusts are set up in the Trusts table when Cris is installed but you may occasionally need to add or edit a trust yourself.

  1. Click Tables Setup.
  2. Select Places > Trusts.
  3. Click the New button.
  4. Complete the fields as shown below.
  5. Click the Save button.
  6. Click the Refresh Table button.

Trusts

Field Description
Code Enter a code.
Name Enter the trust name.
Type Press the F4 key and select from the options. Type determines the header on appointment letters.
End Date Enter an end date if required. After this date the trust will no longer be selectable, but it will continue to appear in legacy data.

Warning:

You should contact your Trust IT Help desk, or Prime Contractor Help desk, before making any changes to shared tables. Customers with support contracts can contact us directly.

Tip:

We recommend clicking Tools > Refresh Tables after editing system settings / tables to ensure that all changes are applied.

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System Administration: Places