Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage OCI Status Screen

Use the fields and options to configure the Manage OCI Status screen.

Table Window

Use this table window to view and/or enter OCI statuses. Click New to add a new line.

Field Description
OCI Status Code

Enter an OCI status code.

There are five Costpoint-defined OCI status codes that display automatically in this field. You cannot modify or delete these codes. Costpoint-defined codes are as follows:

  • CLEAR: Cleared
  • CLOSE: Closed
  • DECLINE: Declined
  • OPEN: Open
  • PR: Pending Review

For user-defined codes, once the code is used in Manage Organizational Conflict of Interest (OCI), you will not be able to delete it on this screen.

OCI Status Description Enter a description for new OCI status codes. For existing codes, you can modify this field for both user- and system-defined OCI status codes.
Show in Lookup

This check box is selected by default for both user- and system-defined OCI status codes, but you can modify it. Keep it selected to display the OCI status code in the lookup of the Status field on the Manage Organizational Conflict of Interest (OCI) screen. Only those codes that are available in the lookup can be used for new records in Manage Organizational Conflict of Interest (OCI).

If you clear this check box for a code that was already used in an existing record in Manage Organizational Conflict of Interest (OCI), you will still be able to save that record as long as you do not replace the OCI status code for that record.

Source This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.