Award Roles Setup
This chapter contains the award roles setup.
This chapter covers the following topics:
Definition
Award roles are user-defined positions or functions that people perform in activities funded by an award. Each award role is linked to an individual.
Overview
All award roles assigned to an award are entered in the Award Role Lookups window. This window is used to name and describe the award roles and to specify their effective dates.
The award roles entered in the Award Role Lookups window appear as the Award Role list of values in the Personnel tab of the Award Management and Award Template Management windows when setting up award templates.
In the Award Role Lookups window users can perform the following tasks:
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define an unlimited number of roles
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assign more than one role to an individual
For information on lookups windows, see Lookups Windows.
Setting Up Award Roles Procedure
To set up award roles, perform the following steps.
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In Grants Accounting, navigate to the Award Role Lookups window as follows:
Setup - Awards - Roles
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Enter data in each field of the Award Role Lookups window as described in the Award Hole Lookups Window Description table.
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Save or save and continue as follows:
File - Save or Save and Proceed
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Close the window.
Award Role Lookups Window Description
| Field Name | Type | Features | Description |
|---|---|---|---|
| Type | display only | lookup code type | |
| User Name | display only | award role | |
| Application | display only | application in use | |
| Description | optional | award role description | |
| Access Level | display only | radio button | access levels: User allows entry, modification, and deletion; Extensible allows entry but no modification or deletion; System does not allow entry, modification, or deletion |
| Code | required | description of award role for individual | |
| Meaning | required | award role name | |
| Description | required | award role description | |
| Tag | optional | additional description value | |
| From | required | list of values: pop-up calendar | beginning award role effective date |
| To | optional | list of values: pop-up calendar | ending award role effective date |
| Enabled | optional | check box | enables award role for list of values |
| Descriptive Flexfield | optional | user customization field |