Database Setup Options

WARNING: Many of the decisions made in setup cannot be changed. Plan carefully before you make your setup selections.

The following list shows the principal items that cannot be changed or deleted:

• Hierarchy. The number of levels selected that establish your WebTMA hierarchy. This determines the amount of detail you can obtain from your reports. Once set, it cannot be changed. WebTMA recommends you start one level higher than needed. This is set in Admin > Client Info / Preferences using the Location Hierarchy Start At field.
• Records. Once a record is associated with any transaction, it cannot be deleted. However, it can be hidden from general view by clearing the Active check box on the record to make the record inactive.
• Subtypes. An optional way to refine the type definition.

Recommended procedure: Select a starting point one level higher than is essential for your organization structure. This helps you create reports that apply to the entire organization.