# Edit Preparation Types

**URL:** <https://speciforum.org/t/edit-preparation-types/1560>\
**Category:** Data Entry\
**Tags:** Specify-7\
**Created:** [February 14, 2024, 8:35pm UTC](https://speciforum.org/t/edit-preparation-types/1560 "2024-02-14T20:35:22Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![Elizabeth](https://avatars.discourse-cdn.com/v4/letter/e/34f0e0/32.png) [@Elizabeth](https://speciforum.org/u/Elizabeth)\
**Post date:** [February 14, 2024, 8:35pm UTC](https://speciforum.org/t/edit-preparation-types/1560/1 "2024-02-14T20:35:22Z")

</div>

> 📖 This guide explains how to create, update, and remove entries in the Preparation Type table.

First, navigate to the [**User Tools**](https://speciforum.org/t/user-tools-menu/536)menu, then click on the Schema Config and choose a language.

Once in the schema config you will scroll down and click on the ‘Preparation’ table. Once in the preparation table you will scroll down in the fields to ‘PrepType’ which is under the ‘Relationships’ section.

 ![Preparations table in Schema Config](https://canada1.discourse-cdn.com/flex029/uploads/specifysoftware/original/2X/c/c24f4d3e873a4711d31a459e4abf4d26f21271bb.png)

On the bottom right under field format, picklist is checked with ‘PrepType’, press the :pencil_: next to it which will open this dialog:

 ![PrepType pick list](https://canada1.discourse-cdn.com/flex029/uploads/specifysoftware/original/2X/7/7de44d756a5f8333889e0eca2a2de1d88401ada2.png)

## Deleting a Prep Type

If you want to delete a specific prep type you will use the :left_: and :right_: arrows to find the preparation you want and then click on :linkout_:. That will take you to the specific dialog for that Prep Type. If there are no records linked to it you will be able to delete it but if there are records with that Prep Type you will have to delete those records before you can delete it.

 ![Deletion Blocker](https://canada1.discourse-cdn.com/flex029/uploads/specifysoftware/original/2X/e/e7980a5166a339a4b426314179da17dab8107a9b.png)  
You can also change the name if you want to keep that preparation type but under a different name.

## Adding a Prep Type

You can add a prep type by clicking on the link out (:linkout_:) icon on the Pick List Items section under the Preparation Type pick list.

 ![Pick List Items with link out circled](https://canada1.discourse-cdn.com/flex029/uploads/specifysoftware/original/2X/1/191ff29c863183c8196489f39aed4d898417aef2.png)

You can modify the chosen prep type directly from the form or you can click ‘Add’ to create a new one.

If you create a new prep type, you can give it a name and decide if it should be loanable. Once you click Save, you can begin using it in new preparations.

 ![New Preparation Type form](https://canada1.discourse-cdn.com/flex029/uploads/specifysoftware/original/2X/9/95e1fba415070f3e93c1a2a7e1e61c8ad2a61e86.png)