Membership Role

 

 

The Membership Role maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.

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Existing Value Modification:  Existing values may be edited as long as the description is synonymous with the original term.  New values can be added.  You should not delete existing values.

Document Layout

Figure 1325 Membership Role Maintenance Document Example Layout

Edit Membership Role Section

The Edit Membership Role section of the Membership Role maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

 

Table 785 Membership Role Maintenance Document - Edit Membership Role Section Field Descriptions

Field

Description

Membership Role Code

Required.  Enter a numeric value that uniquely identifies the membership role record in the system.  Click within the text box to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter the desired value in the box as necessary.

Description

Required.  Enter the full textual name of the membership role as it is commonly referred to.  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  To work with larger screen real estate, click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.

Examples

Figure 1326 Membership Role Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 786 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component

Cross-Reference Links To Usage Instructions

Document Header

link.png  For more information, see “Header Area in E-Doc Fundamentals.

Document Overview Section

link.png  For more information, see “Document Overview” on page 93 in Common E-Doc Tabbed Sections.

Notes and Attachments Section

link.png  For more information, see “Notes and Attachments” on page 94 in Common E-Doc Tabbed Sections.

Ad Hoc Recipients Section

link.png  For more information, see “Ad Hoc Recipients” on page 96 in Common E-Doc Tabbed Sections.

Route Log Section

link.png  For more information, see “Route Log” on page 97 in Common E-Doc Tabbed Sections.

Action Buttons

link.png  For more information, see  “Action Buttons” on page 71 in Selection, Entry and Action Tools.

Process

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For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section.