Modify Control Table Information

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The Control Table Information page allows you to modify the Pension Billing control table items: Conference Relationship, District, Ethnicity, Position, and Special Appointment. The types in these drop-down lists can be added, edited, combined, or deleted.

Control Table Grid

The Control Table Grid displays all types added to an item. Select an item from the drop-down list to view the types associated with that item.

The following items are available from the drop-down list:

1. Conference Relationship: Assigned to an Appointee on the Appointee Information page. Some examples of Conference Relationship types are listed below.

1. District: Used for filtering on both the Charge and Organization listing reports. This item is also on the Charge Information and Appointee Information pages. Some examples of District types are listed below.

1. Ethnicity: On both the Appointee Information and Organization Information pages. Some examples of Ethnicity types are listed below.

1. Position: On the Appointee Information page, and can be used to filter Appointee records and on the Appointee Information report. It can also be found on the Organization Information page under the Appointments tab. Some examples of Position types are listed below.

1. Special Appointment: Only found on the Appointee Information page. Some examples of Special Appointment types are listed below.

Note: Each item can have an unlimited number of types assigned to it.

Add New Type

1. Click the Add New Type icon-link.
2. Enter a description, then choose one of the following:
   • Click the Apply button to save your entry and continue adding new types.
   • Click the OK button to save your entry and return to the grid.
   • Click the Cancel link to return to the grid.

Edit or Combine a Type

Editing a type involves either modifying its description or combining it with another type. If a type is modified, the records assigned to that type are also modified. If a type is combined, the records assigned to that type are changed to the Combine With type specified during the combine process.

Modify

1. Click the Edit icon next to the type you want to modify.
2. Modify the description, then choose one of the following:
   • Click the Update button to save your changes.
   • Click the Cancel link to return to the grid.

Note: The Combine? The check box does not appear under the Description field when only one type is listed for an item. There must be at least two types listed for an item in order to use the Combine feature.

Combine

1. Click the Edit icon next to the type you want to combine.
2. Select the Combine? check box.
3. Select a type from the Combine With drop-down.
4. Choose one of the following:
   • Click the Update button to combine the types.
   • Click the Cancel link to return to the grid.

Important: The type specified in the Combine With field is the type that remains after the combination process is complete. This process cannot be undone.

Delete a Type

1. Click the Delete icon next to the type you want to remove.
2. Choose one of the following:
   • Click the Yes button to delete the type.
   • Click the No link to return to the grid.

Deleting a Type That Has Records Assigned

When deleting a type with assigned records, the Alert Message or Confirm Delete window appears.

Alert Message: In some cases, you cannot delete a Control Table type after it has been assigned to a record. The Alert Message window displays the number of records assigned to that type.

Confirm Delete: In other cases, you are allowed to delete a Control Table type after it has been assigned to a record. The Confirm Delete window displays the number of records currently using the type.

• Select No to cancel the Delete process.
• Select Yes to delete the type and clear the type from the records that have been assigned that type.

Updated June 02, 2026 20:56