Learn how codes and code types differ in GivingData.
Codes Types vs. Codes
In Settings, GivingData administrators can set up their Foundation's own taxonomy to describe and track their work and the work of their Grantees. Each Code Type is a different classification. Each individual assignable data point is a code. Codes can be assigned to Organizations, Requests, Payments, and Contacts in GivingData.
Example
Codes can be viewed and managed in Settings → Tags & Coding → Codes/ Attributes. Code Types can be added into GivingData directly (GivingData Code Types) or imported from a previous Grants Management System (Imported Code Types).
Program Area is an example of a Code Type. Clicking on the yellow pencil allows users to manage the Code Type and build the hierarchy of codes beneath it .
Clicking on the yellow pencil to manage the Program Area Code Type will bring you to the “Manage Code Type: Program Area” screen with 3 distinct sections:
Section 1:
In this section, users can manage the properties of the Code Type.
Section 2:
In this section, users can manage, add, and delete the Codes that comprise the Code Type. For example, when looking at the image above, the Program Area Code is composed of multiple Codes including Arts and Culture and Climate.
Section 3:
In this section, users can manage the Code Assignment Rules by Code Type. For more information please see this article.