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Reviewing Organization Data

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Organization Location Summary

EXT_ORG_LOC_SUM

  • select Campus Community, then select Organization, then select Review Organizations, then select Organization Location Summary

  • select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Location Summary

Review all the locations for an organization.

Organization Primary Location

EXT_ORG_PRIM_LOC

Click the View Primary Location link on the Organization Location Summary page.

View data for the primary location for an organization.

Organization School Information

SCHOOL_INFO

Click the School Information link on the Organization Primary Location page.

View the school characteristics of an organization location.

Location Summary

ORG_DEPT_EFFSUM

Click the Pencil icon to display the Location Summary page.

View a summary of the location data.

Organization Phone Information

EXT_ORG_LOC_PHN

Click the Details link on the Organization Location Summary page.

View the phone and electronic address information for an organization location.

Organization Department Summary

EXT_ORG_DEPT_SUM

  • select Campus Community, then select Organization, then select Review Organizations, then select Organization Dept. Summary

  • select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Department Summary

Review the departments for a specific organization.

Department Summary

ORG_DEPT_EFFSUM

Click the Pencil icon on the Organization Department Summary page.

View a summary of the department data.

Org Department Detail (organization department detail)

EXT_ORG_DEPT_DTL

Click the Details link on the Organization Department Summary page.

View the mailing and electronic addresses and phone information for this department.

Organization Contacts Summary

EXT_ORG_CNTCT_SUMM

  • select Campus Community, then select Organization, then select Review Organizations, then select Organization Contacts Summary

  • select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Contact Summary

Review the contacts for a specific organization.

Contact Summary

ORG_CNTC_EFFSUM

Click the Pencil icon to display the Contact Summary page.

View a summary of the contact data.

Organization Contact Detail

EXT_ORG_CNTCT_DTL

Click the Details button on the Organization Contact Summary page.

View the mailing and electronic addresses and phone information for this contact.

Organization Groups Summary

ORG_GROUP_SUMM

select Campus Community, then select Organization, then select Review Organizations, then select Organization Groups Summary

Review all organizations by group.

Access the Organization Location Summary page (select Campus Community, then select Organization, then select Review Organizations, then select Organization Location Summary).

Image: Organization Location Summary page

This example illustrates the fields and controls on the Organization Location Summary page. You can find definitions for the fields and controls later on this page.

Organization Location Summary page

The Organization Location Summary page is for viewing only. You cannot enter or modify data on this page. Information displayed here is from the Location Summary and Location Detail pages.

Organization Locations

Click the icon to the left of the Location field to access the Location Summary or Detail page where you can view or modify the contacts data.

Field or Control

Definition

Details

Click to access the Organization Phone Information page where you can view the electronic address and phone numbers for this location of the organization.

Access the Organization Primary Location page (click the View Primary Location link on the Organization Location Summary page).

Image: Organization Primary Location page

This example illustrates the fields and controls on the Organization Primary Location page. You can find definitions for the fields and controls later on this page.

Organization Primary Location page

The Organization Primary Location page is for viewing purposes only. You cannot enter or modify data on this page. Information here is from the Organization Locations page.

Primary Location

Field or Control

Definition

School Information

Click to access the Organization School Information page, where you can view the school characteristics for this organization location.

Access the Organization School Information page (click the School Information link on the Organization Primary Location page).

Image: Organization School Information page

This example illustrates the fields and controls on the Organization School Information page. You can find definitions for the fields and controls later on this page.

Organization School Information page

The Organization School Information page is for viewing purposes only. You cannot enter or modify data on this page. Information displayed here is from the School Data page.

Access the Organization Phone Information page (click the Details link on the Organization Location Summary page).

Image: Organization Phone Information page

This example illustrates the fields and controls on the Organization Phone Information page. You can find definitions for the fields and controls later on this page.

Organization Phone Information page

The Organization Phone Information page is for viewing purposes only. You cannot enter or modify data on this page. Information displayed here is from the Location Details page.

Access the Organization Department Summary page (select Campus Community, then select Organization, then select Review Organizations, then select Organization Dept. Summary).

Image: Organization Department Summary page

This example illustrates the fields and controls on the Organization Department Summary page. You can find definitions for the fields and controls later on this page.

Organization Department Summary page

Information displayed on this page is from the Department Summary page.

Select

Field or Control

Definition

Department Type

Select Acad Dept or Adm Dept if you want to only display one department.

Organization Departments

Click the icon to the left of the Department field to access the Department Summary and Detail pages where you can view the department data.

Field or Control

Definition

Details

Click to access the Org Department Detail (organization department detail) page where you view the physical or mailing address, the electronic address and the phone numbers for this department.

Access the Org Department Detail (organization department detail) page (click the Details link on the Organization Department Summary page).

Image: Org Department Detail page

This example illustrates the fields and controls on the Org Department Detail page. You can find definitions for the fields and controls later on this page.

Org Department Detail page

The Org Department Detail (organization department detail) page is for viewing purposes only. You cannot enter or modify data on this page. Information displayed here is from the Department Detail page.

Access the Organization Contacts Summary page (select Campus Community, then select Organization, then select Review Organizations, then select Organization Contacts Summary).

Image: Organization Contacts Summary page

This example illustrates the fields and controls on the Organization Contacts Summary page. You can find definitions for the fields and controls later on this page.

Organization Contacts Summary page

Information displayed on this page is from the Contact Summary page.

Select

Field or Control

Definition

Contact Type

Enter the contact type if you want to indicate a primary contact.

Organization Contacts

Click the icon to the left of the Contact Name field to access the Contact Summary page where you can view contact data.

Field or Control

Definition

Details

Click the to access the Organization Contact Details page to view the mailing and electronic addresses, and phone information for this contact.

Access the Organization Contact Detail page (click the Details button on the Organization Contact Summary page).

Image: Organization Contact Detail page

This example illustrates the fields and controls on the Organization Contact Detail page. You can find definitions for the fields and controls later on this page.

Organization Contact Detail page

The Organization Contact Detail page is for viewing purposes only. You cannot enter or modify data on this page. Information displayed here is from the Contact Detail page.

Access the Organization Groups Summary page (select Campus Community, then select Organization, then select Review Organizations, then select Organization Groups Summary).

Image: Organization Groups Summary page

This example illustrates the fields and controls on the Organization Groups Summary page. You can find definitions for the fields and controls later on this page.

Organization Groups Summary page

Selection Criteria

Field or Control

Definition

Institution

The institution associated with the organizations to review.

Group Type

The type of group (Academic Quality, Feeder, or Magnet), from the Organization Affiliation page, to review.

Note: Because the purpose of this page is to enable you to review a summary of organizations by group, you must specify a group type value.

Group Code

The group code, from within the group type, to review.

Sort By

Field or Control

Definition

Search

Click to launch the search based on the selected criteria.