Setting Up External Summary Types

To set up external summary types, use the Region component External Summary Type component (EXT_SUMM_TYPE_TBL).

This section discusses how to set up external summary types.

Page Used to Set Up External Summary Types

Page Name Definition Name Navigation Usage

External Summary Type Table

EXT_SUMM_TYPE_TBL

Set Up SACR, and then Common Definitions, and then External Education, and then External Summary Type Table

Define the types of summary education information that you want to capture from a prospect or applicant. For example, you might define external summary types that mirror academic levels on a transcript, such as High School Grade 9, High School Overall, Undergraduate Third Year, and Post-Baccalaureate Overall.