Admin - Guidelines for Modifying System Setup  


Admin - Guidelines for Modifying System Setup  

This article will provide guidelines to modify the System Setup tables in StarRez Web. This article will cover the purpose of establishing these guidelines, the setup areas that can and cannot be modified, and additional resources from StarCare Online.

Table of Contents

Purpose 

This article is intended for StarRez Access Control Representatives and administrators who have a working knowledge of the System Setup table. System data can be viewed and modified on the Setup tab in the Admin module in StarRez Web. 

You may need to view or modify settings in the System Setup tables as your needs change. Examples may include changing a room’s gender for a summer session, modifying a room’s capacity to accommodate changing occupancy, creating new terms and term sessions, modifying room rates, or creating a new charge item.  

Why are establishing guidelines for modifying the System Setup tables important? 

By maintaining these guidelines, our objectives are to: 

  • Improve system navigation and performance 
  • Reduce duplicate records
  • Reduce reporting errors
  • Minimize user error during the input of data by removing incorrect and redundant settings and fields 

Setup Areas That Can Be Modified (General Access) 

You can create new items and modify the fields in existing items in the following setup tables. 

Setup Areas 

Area Sections 

Setup Tables 

System  

Correspondence 

Email From Address 

Templates 

Accounts

General

Transaction Templates

Conference 

General 

Catering 

Functions 

Function Resources and Types  

Function Room Locations 

Function Room Types and Rates 

Function Rooms 

Entry 

General 

Term and Sessions 

Front Desk 

Resources 

Resource Types and Resources 

Visitors 

No Visitor Periods 

Maintenance 

General 

Maintenance Reported By 

Maintenance Technician 

Materials 

Maintenance Materials Type 

Job Actions 

Maintenance Technician 

Rooms 

Rooms Setup 

Rooms 

General 

Room Rates 

Room Inventory 

Inventory Description 

Inventory Code 

Inventory Purchase Place 

Room Inspection Template 

Inspection Run Template 

Housekeeping 

Housekeeping 

 

Setup Areas That Can Be Modified (Limited Access) 

As listed in the table below, only modify the setup tables or custom fields that belong to your residence. Usually, these will be the ones labelled with your residence's abbreviation (e.g. "UTM – Summer Placement Preference.") 

Setup Areas  

Area Sections  

Setup Tables  

Permitted  

Not Permitted  

System  

Custom  

Custom Field - Fields that Belong your Residence  

Modify existing custom fields that belong to your residence 

Do not create new custom fields

Custom Field Lookup  

Modify custom field lookups that belong to your residence 

Do not modify or create new Custom Field Lookup Items for shared Custom Fields 

Accounts 

General 

Charge Groups and Items -  
  • Create new Charge Items for Non-ROSI related Charge Groups.   
  • On Charge Items, modify non-ROSI related fields (e.g. description, abbreviation, etc.)   
  • Do not create new Charge Groups.
  • Do not create new Charge Items for existing ROSI-related Charge Groups 

Entry  

General  

Profile Types and Items 

Modify existing Profile Types and Items that belong to Your Residence 

Do not create new Profile Types or Items  

Tables that Belong to your residence   

Modify existing tables and lookups that belong to your residence.  

Do not create new custom fields  

Application  

Tables that Belong to your Residence  

Modify existing tables and lookups that belong to your residence. 

Do not create new custom fields

Rooms  

Room Preference  

Room Preference  

Modify Room Preferences for your residence

Do not modify Room Preference custom strings  

Room Type  

 Room Type  Modify Room Type details for your residence 
  • Do not create new room types
  • Do not modify Room Type custom strings

 

Setup Areas That Cannot Be Modified  

These setup areas and tables should not be modified.

 
Setup Areas Area Sections Setup Tables That Cannot Be Modified
System Categories Categories
Custom Field Configuration
Generic Tables All
Data Subscriptions
Locations 
StarRez Web  All
Accounts General 
  • Currency Rates
  • GL Posting Items
  • Payment Types
  • SDAS Charge Rate 
Conference General 
  • Catering Type
  • Event Types
  • Event Note Type 
Functions  Function Types 
  • Contacts
  • Events 
 All 
Entry
  • General 
  • Applications
 All tables that do not belong to your residence, including shared tables (e.g. Booking Type, Categories, Classification, Gender, etc.)  
  • Locations
  • Entry Detail
  • Address
  • Booking
 All
Concerns 
All
Incidents
Lookups 
Maintenance 

General 
  • Maintenance Categories and Items
  • Maintenance Account Code
  • Maintenance Job Status
  • Maintenance Custom Strings 
Job Actions  Maintenance Job Action Type 
Marketplace 


All

 All
Portal 
Programming 
Rooms



 General 
  • Extension
  • Room Manager 
Room  Room Base Custom String 
Room Inventory 
  • Inventory Status
  • Inventory Types and Condition 
  • Location
  • Location Area
  • Room Space Closed
  • Room Space Detail
  • Room Space Key
  • Housekeeping 
 All
Tasks  All
Advanced - Settings
Advanced - Settings - Global 
 

How to Request to Modify Setup Areas  

To request to modify setup areas that should not be modified, submit a Get Help ticket through ESC. In your ticket, include the following: 

  • Describe the path to the field or setup table, including the name of the setup area, area section, setup table, and the specific field(s). 
  • If applicable, provide screenshots.
  • And:
    • If requesting a one-time modification of a specific setup table or field(s), provide as much detail as possible of what needs to be modified. 
    • If requesting continuing access to modify a setup table, describe why the modification is required and the impact if access is granted or not granted. 

Additional Resources From StarCare Online