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grantsprojects:tables:ssamembers:memberinfo

Member Information - GRT2150

Grants and Projects > Tables > SSA Members > Member Information

This tab allows fiscal agents to add and maintain member data. Fiscal agents can use the Security Administration application to limit the users who can view this information.

Member Information records cannot be deleted; however, they can be set to inactive.

View a record:

Field Description
MemberBegin typing the member name or six-digit county-district number. As you type the data, a drop-down list of corresponding data is displayed. Or press the Spacebar to view a list of members. Select a member and click Retrieve. The member record is displayed.

If the member name or county-district number is not known, click Directory to perform a search of all active/inactive members.

Add a record:

❏ Click Add to add a new member record.

❏ Under Member Information:

County District NbrType a six-digit county-district number. This field is required.
Member NameType the member name. This field can be a maximum of 35 alphanumeric characters. Special characters are limited to the following: apostrophe, colon, comma, and dash. This field is required.
RegionClick Drop Down Arrow to select the two-digit Education Service Center (ESC) region number. This field is required.
VendorType a valid vendor name or number. If the vendor number is not known, click Ellipsis Icon to select a vendor from the Vendors directory.

The Vendors directory is populated from the vendor records established on the Finance > Maintenance > Vendor Information > Vendor Name/Address tab. This field is required.
StatusClick Drop Down Arrow to select the member's status (i.e., Active or Inactive). This field is required.

❏ Under Main Contact:

TitleClick Drop-down Arrow to select a legal title for the contact person.
FirstType the contact's first name. This field can be a maximum of 50 characters.
LastType the contact's last name. This field can be a maximum of 50 characters.
E-mailType the contact's e-mail address. This field can be a maximum of 100 characters.

❏ Click Save.

Other functions and features:

Retrieve

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

grantsprojects/tables/ssamembers/memberinfo.txt · Last modified: 2021/06/22 20:28 by emoreno