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  5. Manage Description Shorthands
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  4. Manage Description Shorthands

Manage Description Shorthands

You can add a shorthand to your description to make your time entries quick and efficient.  

Note

CosmoLex includes numerous shorthands as a default, so we recommend reviewing the list before creating new shorthands.

Create a Shorthand

To create a shorthand: 

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click List Items.
  3. From the tabs atop the List Items screen, click Shorthand.
  4. From the toolbar atop the Shorthand screen, click Add.
    The Add Shorthand screen opens.
  5. In the Code field, enter the shorthand code. For example, adr for Address.
  6. In the Description field, enter the full text which the shorthand represents, such as Address
  7. Click Save.
    The system adds the shorthand and displays it in the listing.

Edit a Shorthand

To edit a shorthand: 

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click List Items.
  3. From the tabs atop the List Items screen, click Shorthand.
  4. From the Shorthand screen, double-click the shorthand, or single-click it, and then from the toolbar atop the screen, click Edit.
  5. In the Edit Shorthand screen, edit the fields as needed.
  6. Click Save.
    The system saves your shorthand edits.

Delete a Shorthand

To delete a shorthand: 

  1. From the left navigation panel, click Setup.
  2. From the Setup left navigation, click List Items.
  3. From the tabs atop the List Items screen, click Shorthand.
  4. From the Shorthand screen, single-click the shorthand to highlight it.
  5. From the toolbar atop the screen, click Delete.
    The Delete Shorthand message reads: Are you sure you want to delete selected shorthand?
  6. Click Yes.
    The system deletes the shorthand.

Insert a Shorthand into a Timecard

To use a shorthand in a timecard:

  1. Add a timecard.
  2. In the Description field, enter @ followed by the shorthand. For example, @adr.
  3. From the drop-down displaying potential matches, click the desired description. 
    The description populates the field.
Updated on August 3, 2021

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