Skip to main content
Version: 3.1

Create a valueset

Overview​

This flow describes how to create a new valueset in Care. A valueset gives a named set of codes that Care shows to users in coded fields.

Pre-requisites​

  • You are a Care superuser.
  • You have the permissions listed below.

Permissions​

PermissionAccess
None (Care superuser only)Lets you create a new valueset.

Steps​

1. Open the valueset list​

Open the Admin sidebar. Select Valuesets. Care shows the ValueSets page.

2. Start a new valueset​

Select Create ValueSet. Care opens the Create New ValueSet page.

3. Fill in the valueset details​

Complete the fields in the form.

ComponentsWhat it captures
NameThe name of the valueset. This field is required. When you type the name, Care fills in a matching Slug.
SlugA short identifier that Care uses in links. This field is required. Use 5 to 25 characters. Use letters, numbers, underscores, and hyphens only.
DescriptionMore information about the valueset. This field is optional.
StatusThe stage of the valueset: Active, Draft, Retired, or Unknown. Care selects Active for a new valueset.

4. Add the rules​

Add a minimum of one rule to Include rules. For the full procedure, see Build include and exclude rules.

5. Preview the codes​

Before you save, you can see which codes match your rules. For the full procedure, see Preview a valueset before saving.

6. Save the valueset​

Select Save ValueSet. To leave the page without a change, select Cancel.

Note: Only a Care superuser can save a new valueset. The page shows the same controls to every user.

Expected Outcome​

  • Care creates the valueset with the name, slug, and status that you entered.
  • Care shows the new valueset in the valueset list.
  • Care shows the codes from the valueset in the coded fields that use this valueset.

Concepts:

Flows: