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Unit Details

The Unit Details, if any, are populated from the Reporter’s Person record. Existing units may be added, deleted, and the designated lead unit modified for use with the Financial Entities, but changes here will not impact or update the Person record.

Figure 368  Financial Entities > Reporter Page > Reporter Section > Unit Details Subsection – Example

 

 

Table 206  Financial Entities > Reporter Page > Reporter Section > Unit Details Subsection – Field Descriptions

Field

Description

Add (row)

Use the Add: row to insert a unit to the Unit Details table. Locate a unit via the Unit Name search tool or manually enter the exact Unit Number in that field, and then click the Add button.

Delete (row)

Use the Delete button on Unit row to remove that unit from the Unit Details table.

You will not be prompted to confirm the deletion; use the Restore action button at the bottom of the screen to return previously submitted data.

Unit Name

The Unit Name field and column displays the name associated with the Unit Number in that row.  When adding a unit, click the lookupsearchicon icon to use a search tool to locate and select “return value” to populate your selection to the Unit Name. The Unit Number field will automatically populate with the search result selection. You will need to click the Add button to complete this task.

Unit Number

*At least one Unit is required. The Unit Number is the data value associated with the Unit Name, and may consist of letters, numbers, or both.  When a result is selected from the Unit Name lookup, this field is automatically populated.  Alternately, the Unit Number may be manually typed into the field; if there is an exact match, the unit name will also populate in the row.

Lead

*One Unit must be designated as the Lead.  If only one unit is maintained, it will be the lead by default. When adding units, you may click the Lead box in the Add row to designate the unit you are adding as the primary unit.  The checkbox becomes a radio button after being added as a numbered line item.  To change which unit is the lead, click the radio button in the appropriate unit row.