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Trace: • (OBSOLETE) Extract Adjustment Days • Create/Modify Contract Requisition - REQ3100 • Define categories • ed45
grantsprojects:tables:ssamembers:memberinfo

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grantsprojects:tables:ssamembers:memberinfo [2021/03/02 17:28] – emorenograntsprojects:tables:ssamembers:memberinfo [2021/06/22 20:28] (current) – emoreno
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-======Member Information======+======Member Information - GRT2150======
  
 <div #message></div> <div #message></div>
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 //**Grants and Projects > Tables > SSA Members > Member Information**// //**Grants and Projects > Tables > SSA Members > Member Information**//
  
-<WRAP round intro>This tab allows Fiscal Agents to add and maintain Member data. In addition, the Fiscal Agent can use the Security Administration application to limit the users who can access this information. </WRAP>+{{page>general:grantsprojects:tables:ssamembers:memberinfo_intro}}
  
 ====View a record:==== ====View a record:====
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 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Member|Begin 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 [[general:members_directory|Directory]] to perform a search of all active members.|+^Member|Begin 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 [[general:members_directory|Directory]] to perform a search of all active/inactive members.|
  
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 ====Add a record:==== ====Add a record:====
  
-VCV Click **Add** to add a new member record.  +{{page>general:grantsprojects:tables:ssamembers:memberinfobody}}
- +
-VCV Under **Member Information**, complete the following information: +
- +
-^County District Nbr|Type a six-digit county-district number. | +
-^Member Name|Type 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. |  +
-^Region|Type a two-digit region number. Valid values are 01-20. This field is required. |  +
-^Vendor|Type a valid vendor name or number. If the vendor number is not known, click {{:images:smallpicklist.gif?15|Ellipsis Icon}} to select a vendor from the [[general:vendors_directory|Vendors Directory]].\\  \\  The Vendor Directory is populated from the vendor records established on the [[finance:maintenance:vendorinformation:vendornameaddress|Finance > Maintenance > Vendor Information > Vendor Name/Address]] tab. This field is required.   |  +
-^Status|Click {{:images:dropdown.gif|Drop Down Arrow}} to select the member's status (i.e., //Active// or //Inactive//). This field is required.  |  +
- +
-  +
- +
-VCV Under **Main Contact**, type a contact name for the member: +
- +
-^Title|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a legal title for the contact person.| +
-^First|Type the contact's first name. This field can be a maximum of 50 characters.| +
-^Last|Type the contact's last name. This field can be a maximum of 50 characters. | +
-^E-mail|Type the contact's e-mail address. This field can be a maximum of 45 characters.| +
- +
- +
-VCV Click **Save**. +
  
  
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 ^Retrieve|{{page>general:retrieve}}|  ^Retrieve|{{page>general:retrieve}}| 
-^{{:images:trash_delete.gif|Trashcan Icon}} |{{page>general:delete_a_row}}|  /*Table row with text link*/  
  
  
  
 +
 +{{indexmenu_n>10}}
  
  
  
  
grantsprojects/tables/ssamembers/memberinfo.1614706113.txt.gz · Last modified: 2021/03/02 12:28 (external edit)

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