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<chapter xml:id="person" xmlns:xlink="http://www.w3.org/1999/xlink" xmlns="http://docbook.org/ns/docbook"  version="5.0">
    <info>
        <title>Person</title>
    </info>
    <section>
        <title>Overview</title>
        <para>Administration > Identity > Identity > Person</para>
        <para>The Person document allows you to identify each user to KIM (and, by extension, to
            Rice applications). Each Person document includes data about a user's relationship with
            your institution as well as the roles and groups to which this person belongs.</para>
        <para>In KIM a person is a unique combination of an 'entity ID' and a 'principal ID.' The
            entity ID represents a person with a unique number, and the document associates the
            entity ID with the user's principal ID number and principal name (often referred to as a
            user name or user ID). When searching for or working with users in KIM, you usually
            reference either the principal ID or the principal name. A single entity ID can have
            multiple principals associated with it</para>
        <para>Note that initiation of the Person document is restricted to members of the KR-SYS
            Technical Administrator or similar application specific role.</para>
        <para><note>
            <title>Note: Person and HRIS System</title>
            <para>Many institutions choose to override parts of the Person document (especially
                    affiliations and contact information) with data from an HR system. Therefore,
                    editing entity data (such as entity ID, principal name, principal ID, and
                    password), contact and affiliation data is not available for any role in the
                    default role configuration. If you wish to allow users to edit this data via the
                    interface you will need to assign the 'Modify Entity' permission to the
                    appropriate role.</para>
        </note></para>
        
    </section>
    <section>
        <title>Document Layout</title>
        <para>The Person document includes <emphasis role="bold">Overview,</emphasis>
            <emphasis role="bold">Contact</emphasis>, <emphasis role="bold">Privacy
                Preferences</emphasis>, and <emphasis role="bold">Membership</emphasis> tabs.</para>
        <figure><title>Person Document</title>
            <mediaobject>
                <imageobject>
                    <imagedata fileref="../images/help/person_document.png" scalefit="1" contentwidth="800"/>
                </imageobject>
             </mediaobject>
        </figure>
        <section>
            <title>Overview Tab</title>
            <section>
                <title>Overview Section</title>
                <para>The first section in the <emphasis role="bold">Overview</emphasis> tab is the
                        <emphasis role="bold">Overview</emphasis> section.</para>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Overview section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                            <thead>
                                <row>
                                    <entry>Title</entry>
                                    <entry>Description</entry>
                                </row>
                            </thead>
                            <tbody>
                                <row>
                                    <entry>Entity Id</entry>
                                    <entry><para>Display-only. The unique ID number identifying this person in your database. An individual may
                                        have multiple principal IDs but only one entity ID. </para>
                                        <para>The system completes this entry automatically when you
                                            save or submit the document.</para>
                                    </entry>
                                </row>
                                <row>
                                    <entry>Principal ID</entry>
                                    <entry><para>Display-only. The unique ID number identifying this principal. Whereas Entity ID represents a
                                            unique person, principal represents a set of login
                                            information for that person. When selecting a person,
                                            you ordinarily reference his or her principal ID.</para><para>The system completes this entry automatically when you save or submit the document.</para></entry>
                                </row>
                                <row>
                                    <entry>Principal Name</entry>
                                    <entry>Required. Enter the user name by which this principal is
                                        to be identified.</entry>
                                </row>
                                <row>
                                    <entry>Principal Password</entry>
                                    <entry>Optional. Enter the password for this principal
                                        ID.</entry>
                                </row>
                                <row>
                                    <entry>Active</entry>
                                    <entry>Check the box to indicate that this principal ID is
                                        active. Uncheck the box to indicate that this principal ID
                                        is inactive.</entry>
                                </row>
                            </tbody>
                        </tgroup>
                    </table></para>
            </section>
            <section>
                <title>Affiliations</title>
                <para>Use the <emphasis role="bold">Affiliations</emphasis> section of the <emphasis
                        role="bold">Overview</emphasis> tab to add affiliations for this principal
                    ID. Depending on the affiliation type added, you may need to complete additional
                    fields.</para>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Affiliations section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                            <thead>
                                <row>
                                    <entry>Title</entry>
                                    <entry>Description</entry>
                                </row>
                            </thead>
                            <tbody>
                                <row>
                                    <entry>Affiliation Type</entry>
                                    <entry><para>Optional. Select the type of affiliation from the list. Options include:<itemizedlist>
                                                <listitem>
                                                  <para>Affiliate: An affiliation for users in your
                                                  system that are neither employees nor
                                                  students.</para>
                                                </listitem>
                                                <listitem>
                                                  <para>Faculty: A faculty employee.</para>
                                                </listitem>
                                                <listitem>
                                                  <para>Staff: A non-faculty employee.</para>
                                                </listitem>
                                                <listitem>
                                                  <para>Student: A non-employee identified as a
                                                  student of your institution.</para>
                                                </listitem>
                                            </itemizedlist></para>
                                    <para>Affiliation types of Faculty and Staff require additional
                                            information (see below). </para></entry>
                                </row>
                                <row>
                                    <entry>Campus Code</entry>
                                    <entry>Required. Select the campus code associated with this
                                        affiliation. </entry>
                                </row>
                                <row>
                                    <entry>Default</entry>
                                    <entry>Check the box to indicate that this affiliation is this
                                        principal's default association with your institution. Each
                                        principal must have at least one default
                                        affiliation.</entry>
                                </row>
                                <row>
                                    <entry>Actions</entry>
                                    <entry>Click the <emphasis role="bold">Add</emphasis> button to
                                        add the affiliation.</entry>
                                </row>
                            </tbody>
                        </tgroup>
                    </table>
                </para>
                <para>If you have selected an Affiliation of 'Faculty' or 'Staff,' the system
                    displays additional fields to collect employment information.</para>
                <para><figure>
                    <title>Faculty and staff Employment Information</title>
                    <mediaobject>
                        <imageobject>
                            <imagedata fileref="../images/help/employment_information.png" scalefit="1" contentwidth="800"/>
                        </imageobject>
                    </mediaobject>
                    </figure></para>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Employment Information fields definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                            <thead>
                                <row>
                                    <entry>Title</entry>
                                    <entry>Description</entry>
                                </row>
                            </thead>
                            <tbody>
                                <row>
                                    <entry>Employee ID</entry>
                                    <entry>Optional. Enter the Employment ID number associated with
                                        this faculty or staff affiliation. Ordinarily this entry is
                                        the ID number identifying this principal in your HR
                                        system.</entry>
                                </row>
                                <row>
                                    <entry>Primary</entry>
                                    <entry>Check the box to indicate that this faculty or staff
                                        affiliation represents the principal's primary job with your
                                        institution. Each principal with a faculty or staff
                                        affiliation must have exactly one affiliation marked as
                                        'primary.</entry>
                                </row>
                                <row>
                                    <entry>Employee Status</entry>
                                    <entry><para>Required. Select a value to identify the current status
                                        of this faculty or staff affiliation. Options include:<itemizedlist>
                                            <listitem>
                                                <para>Active</para>
                                            </listitem>
                                            <listitem>
                                                <para>Deceased</para>
                                            </listitem>
                                            <listitem>
                                                <para>On Non-Pay Leave</para>
                                            </listitem>
                                            <listitem>
                                                <para>Status Not Yet Processed</para>
                                            </listitem>
                                            <listitem>
                                                <para>Processing</para>
                                            </listitem>
                                            <listitem>
                                                <para>Retired</para>
                                            </listitem>
                                            <listitem>
                                                <para>Terminated</para>
                                            </listitem>
                                        </itemizedlist></para></entry>
                                </row>
                                <row>
                                    <entry>Employee Type</entry>
                                    <entry><para>Required. Select a value to indicate the type of
                                        employment for this affiliation. Options include:<itemizedlist>
                                            <listitem>
                                                <para>Non-Professional</para>
                                            </listitem>
                                            <listitem>
                                                <para>Other</para>
                                            </listitem>
                                            <listitem>
                                                <para>Professional</para>
                                            </listitem>
                                        </itemizedlist></para></entry>
                                </row>
                                <row>
                                    <entry>Base Salary Amount</entry>
                                    <entry>Required. Enter the base salary yearly amount earned for
                                        this faculty or staff affiliation. </entry>
                                </row>
                                <row>
                                    <entry>Primary Department Code</entry>
                                    <entry>Optional. Enter the code for the department associated with
                                    this faculty or staff affiliation.</entry>
                                </row>
                                <row>
                                    <entry>Add</entry>
                                    <entry>Click the<emphasis role="bold"> Add</emphasis> button to
                                        add this row of employment information.</entry>
                                </row>
                            </tbody>
                        </tgroup>
                    </table>
                </para>
            </section>
        </section>
        <section>
            <title>Contact Tab</title>
            <para>The <emphasis role="bold">Contact </emphasis>tab records the names, addresses,
                phone numbers and email addresses associated with this Person record. Any Person
                record can store multiple records for contact information of each type (name,
                address, phone number, and email address), with one value of each type identified as
                the default value for the Person record.</para>
            <para><figure><title>Contact tab</title>
                <mediaobject>
                    <imageobject>
                        <imagedata fileref="../images/help/contact_tab.png" scalefit="1" contentwidth="800"/>
                    </imageobject>
                </mediaobject>
            </figure></para>
            <section>
                <title>Names Section</title>
                <para><figure><title>Names section</title>
                    <mediaobject>
                        <imageobject>
                            <imagedata fileref="../images/help/contact_names.png" scalefit="1" contentwidth="800"/>
                        </imageobject>
                    </mediaobject>
                </figure></para>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Names section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                        <thead>
                            <row>
                                <entry>Title</entry>
                                <entry>Description</entry>
                            </row>
                        </thead>
                        <tbody>
                            <row>
                                <entry>Name Code</entry>
                                <entry><para>Optional. Select the type of name to be added in this row.
                                    Options include:<itemizedlist>
                                        <listitem>
                                            <para>Other</para>
                                        </listitem>
                                        <listitem>
                                            <para>Preferred</para>
                                        </listitem>
                                        <listitem>
                                            <para>Primary</para>
                                        </listitem>
                                    </itemizedlist></para></entry>
                            </row>
                            <row>
                                <entry>Name Prefix</entry>
                                <entry><para>Optional. Select the appropriate title for the name being added
                                    in this row. Options include:<itemizedlist>
                                        <listitem>
                                            <para>Ms</para>
                                        </listitem>
                                        <listitem>
                                            <para>Mrs</para>
                                        </listitem>
                                        <listitem>
                                            <para>Mr</para>
                                        </listitem>
                                        <listitem>
                                            <para>Dr</para>
                                        </listitem>
                                    </itemizedlist></para></entry>
                            </row>
                            <row>
                                <entry>First Name</entry>
                                <entry>Optional. Enter the first name for this record.</entry>
                            </row>
                            <row>
                                <entry>Last Name</entry>
                                <entry>Optional. Enter the last name for this record.</entry>
                            </row>
                            <row>
                                <entry>Name Suffix</entry>
                                <entry><para>Optional. Select a suffix for this name record. Options include:<itemizedlist>
                                        <listitem>
                                            <para>Jr</para>
                                        </listitem>
                                        <listitem>
                                            <para>Sr</para>
                                        </listitem>
                                        <listitem>
                                            <para>Mr</para>
                                        </listitem>
                                        <listitem>
                                            <para>MD</para>
                                        </listitem>
                                    </itemizedlist></para></entry>
                            </row>
                            <row>
                                <entry>Default</entry>
                                <entry>Check this box to indicate that this Name record is to be used
                                    as the default for this person. Each Person record must have
                                    exactly one Name record identified as the default.</entry>
                            </row>
                            <row>
                                <entry>Active</entry>
                                <entry>Check the box to indicate that this Name record is active.
                                    Uncheck the box to indicate that this record should be
                                    considered inactive.</entry>
                            </row>
                            <row>
                                <entry>Actions</entry>
                                <entry>Click the <emphasis role="bold">Add</emphasis> button to add
                                    this Name record.</entry>
                            </row>
                        </tbody>
                        </tgroup>
                    </table>
                </para>
            </section>
            <section>
                <title>Addresses Section</title>
                <para><figure><title>Addresses section</title>
                    <mediaobject>
                        <imageobject>
                            <imagedata fileref="../images/help/contact_addresses.png" scalefit="1" contentwidth="800"/>
                        </imageobject>
                    </mediaobject>
                </figure></para>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Addresses section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                        <thead>
                            <row>
                                <entry>Title</entry>
                                <entry>Description</entry>
                            </row>
                        </thead>
                        <tbody>
                            <row>
                                <entry>Address Type</entry>
                                <entry><para>Optional. Select the type of address being added on this row.
                                    Options include:<itemizedlist>
                                        <listitem>
                                            <para>Home</para>
                                        </listitem>
                                        <listitem>
                                            <para>Other</para>
                                        </listitem>
                                        <listitem>
                                            <para>Work</para>
                                        </listitem>
                                    </itemizedlist></para></entry>
                            </row>
                            <row>
                                <entry>Line 1-3</entry>
                                <entry>Optional. Use lines 1, 2 and 3 to enter the street address for
                                    this row.</entry>
                            </row>
                            <row>
                                <entry>City</entry>
                                <entry>Optional. Enter the city associated with this address.</entry>
                            </row>
                            <row>
                                <entry>State / Province</entry>
                                <entry>Optional. Select the state associated with this address from the
                                    list.</entry>
                            </row>
                            <row>
                                <entry>Postal Code</entry>
                                <entry>Optional. Enter the postal code associated with this
                                    address.</entry>
                            </row>
                            <row>
                                <entry>Country</entry>
                                <entry>Optional. Select the country associated with this address.</entry>
                            </row>
                            <row>
                                <entry>Default</entry>
                                <entry>Check this box to indicate this address record should be used as
                                    the default. A Person record can have no more than one default
                                    Address record.</entry>
                            </row>
                            <row>
                                <entry>Active</entry>
                                <entry>Check this box to indicate that this Address record is active.
                                    Uncheck the box to indicate that this record is inactive.</entry>
                            </row>
                            <row>
                                <entry>Actions</entry>
                                <entry>Click the <emphasis role="bold">Add</emphasis> button to add
                                    this Address record.</entry>
                            </row>
                        </tbody>
                        </tgroup>
                    </table>
                </para>
            </section>
            <section>
                <title>Phone Numbers Section</title>
                <para><figure><title>Phone Numbers section</title>
                    <mediaobject>
                        <imageobject>
                            <imagedata fileref="../images/help/contact_phone_numbers.png" scalefit="1" contentwidth="800"/>
                        </imageobject>
                    </mediaobject>
                </figure></para>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Phone Numbers section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                        <thead>
                            <row>
                                <entry>Title</entry>
                                <entry>Description</entry>
                            </row>
                        </thead>
                        <tbody>
                            <row>
                                <entry>Phone Type</entry>
                                <entry><para>Optional. Select the type of phone number being added on this
                                    row. Options include:<itemizedlist>
                                        <listitem>
                                            <para>Home</para>
                                        </listitem>
                                        <listitem>
                                            <para>Mobile</para>
                                        </listitem>
                                        <listitem>
                                            <para>Other</para>
                                        </listitem>
                                        <listitem>
                                            <para>Work</para>
                                        </listitem>
                                    </itemizedlist></para></entry>
                            </row>
                            <row>
                                <entry>Phone Number</entry>
                                <entry>Optional. Enter the area code and phone number.</entry>
                            </row>
                            <row>
                                <entry>Extension</entry>
                                <entry>Optional. Enter the appropriate extension.</entry>
                            </row>
                            <row>
                                <entry>Country</entry>
                                <entry>Optional. Select the country associated with this Phone Number
                                    record.</entry>
                            </row>
                            <row>
                                <entry>Default</entry>
                                <entry>Check this box to indicate that this Phone Number record should
                                    be used as the default. A Person record can have no more than
                                    one default Phone Number record.</entry>
                            </row>
                            <row>
                                <entry>Active</entry>
                                <entry>Check this box to indicate that this Phone Number record is
                                    active. Uncheck the box to indicate that this record is
                                    inactive.</entry>
                            </row>
                            <row>
                                <entry>Actions</entry>
                                <entry>Click the <emphasis role="bold">Add</emphasis> button to add
                                    this Phone Number record.</entry>
                            </row>
                        </tbody>
                        </tgroup>
                    </table>
                </para>
            </section>
            <section>
                <title>Email Addresses Section</title>
                <para><figure><title>Email Addresses section</title><mediaobject>
                        <imageobject>
                            <imagedata fileref="../images/help/contact_email_addresses.png" scalefit="1" contentwidth="800"/>
                        </imageobject>
                    </mediaobject>
                </figure></para>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Email Address section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                        <thead>
                            <row>
                                <entry>
                                    <para>Title </para>
                                </entry>
                                <entry>Description</entry>
                            </row>
                        </thead>
                        <tbody>
                            <row>
                                <entry>Email</entry>
                                <entry>Optional. Enter the email address for this record.</entry>
                            </row>
                            <row>
                                <entry>Type</entry>
                                <entry><para>Optional. Select the type of email address being added on this
                                    row. Options include:<itemizedlist>
                                        <listitem>
                                            <para>Home</para>
                                        </listitem>
                                        <listitem>
                                            <para>Other</para>
                                        </listitem>
                                        <listitem>
                                            <para>Work</para>
                                        </listitem>
                                    </itemizedlist></para></entry>
                            </row>
                            <row>
                                <entry>Default</entry>
                                <entry>Check this box to indicate that this Email Address record should
                                    be used as the default. A Person record can have no more than
                                    one default Email Address record.</entry>
                            </row>
                            <row>
                                <entry>Active</entry>
                                <entry>Check this box to indicate that this Email Address record is
                                    active. Uncheck the box to indicate that this record is
                                    inactive.</entry>
                            </row>
                            <row>
                                <entry>Actions</entry>
                                <entry>Click the <emphasis role="bold">Add</emphasis> button to add
                                    this Email Address record.</entry>
                            </row>
                        </tbody>
                        </tgroup>
                    </table>
                </para>
            </section>
        </section>
        <section>
            <title>Privacy Preferences Tab</title>
            <para>The <emphasis role="bold">Privacy Preferences </emphasis>tab<emphasis role="bold"
                > </emphasis>allows you to suppress the display of fields on the Contact Tab. </para>
            <caution><para>Note that no role in the base data configuration can modify this privacy
                preferences information. If you wish this capability to be available via the user
                interface, you must assign the 'Override Entity Privacy Preferences' permission to a
                role. </para></caution>
            <figure><title>Privacy Preferences tab</title><mediaobject>
                        <imageobject>
                            <imagedata fileref="../images/help/privacy_preferences_tab.png" scalefit="1" contentwidth="800"/>
                        </imageobject>
                    </mediaobject>
            </figure>
            <para>
                <table frame="none" tabstyle="striped">
                    <title>Privacy Preferences tab definition</title>
                    <tgroup cols="2">
                    <colspec colwidth="1.0*"/>
                    <colspec colwidth="1.0*"/>
                    <thead>
                        <row>
                            <entry>Title</entry>
                            <entry>Description</entry>
                        </row>
                    </thead>
                    <tbody>
                        <row>
                            <entry>Suppress Name</entry>
                            <entry>Optional. Check this box to specify that the system is not to
                                display this person's names.</entry>
                        </row>
                        <row>
                            <entry>Suppress Personal</entry>
                            <entry>Optional. Do not display this person's personal data.</entry>
                        </row>
                        <row>
                            <entry>Suppress Phone</entry>
                            <entry>Optional. Check this box to specify that the system is not to
                                display this person's phone numbers.</entry>
                        </row>
                        <row>
                            <entry>Suppress Address</entry>
                            <entry>Optional. Check this box to specify that the system is not to
                                display this person's addresses. </entry>
                        </row>
                        <row>
                            <entry>Suppress Email</entry>
                            <entry>Optional. Check this box to specify that the system is not to
                                display this person's email addresses.</entry>
                        </row>
                    </tbody>
                    </tgroup>
                </table>
            </para>
        </section>
        <section>
            <title>Membership Tab</title>
            <para>The <emphasis role="bold">Membership Tab allows you to </emphasis>associate a
                person with groups and roles and, by extension, with KIM permissions and
                responsibilities. <emphasis role="italic">Assigning a person to a role is the most
                    direct way to give a user KIM permissions and
                responsibilities.</emphasis></para>
            <para><figure><title>Membership tab</title><mediaobject>
                    <imageobject>
                        <imagedata fileref="../images/help/membership_tab.png" scalefit="1" contentwidth="800"/>
                    </imageobject>
                </mediaobject>
            </figure></para>
            <para>The tab is divided into three sections, one for managing assignments to <emphasis
                    role="bold">Groups</emphasis>, another for <emphasis role="bold">Roles,
                    </emphasis><emphasis role="bold">and a third for</emphasis><emphasis role="bold"
                    > Delegations</emphasis>.</para>
            <section>
                <title>Groups Section</title>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Groups section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                        <thead>
                            <row>
                                <entry>Title</entry>
                                <entry>Description</entry>
                            </row>
                        </thead>
                        <tbody>
                            <row>
                                <entry>Group</entry>
                                <entry>Optional. Enter the name of the KIM group you want to assign
                                    this person to. You can also use the Group lookup to search for
                                    and select a valid value. </entry>
                            </row>
                            <row>
                                <entry>Namespace Code</entry>
                                <entry>Display-only. After you select a group to add this person to,
                                    the namespace code associated with the selected group is
                                    displayed.</entry>
                            </row>
                            <row>
                                <entry>Name</entry>
                                <entry>Display-only. After you select a group to add this person to,
                                    the name of that group is displayed. </entry>
                            </row>
                            <row>
                                <entry>Type</entry>
                                <entry>Display-only. After you select a group to add this person to,
                                    the type associated with the selected group is displayed.</entry>
                            </row>
                            <row>
                                <entry>Active From Date</entry>
                                <entry>Optional. If this user's assignment to this group is to be
                                    effective as of a certain date, enter that date here.</entry>
                            </row>
                            <row>
                                <entry>Active To Date</entry>
                                <entry><para>Optional. If this user's assignment to this group is to terminate as of a certain date, enter
                                        that date here.</para>
                                    <para>There is no way to delete a person's assignment to a group. To remove a person from a group,
                                            use this field to specify a date in the past.</para>
                                </entry>
                            </row>
                            <row>
                                <entry>Actions</entry>
                                <entry>Click the <emphasis role="bold">Add</emphasis> button to add
                                    this group assignment.</entry>
                            </row>
                        </tbody>
                        </tgroup>
                    </table>
                </para>
            </section>
            <section>
                <title>Roles Section</title>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Roles section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                        <thead>
                            <row>
                                <entry>Title</entry>
                                <entry>Description</entry>
                            </row>
                        </thead>
                        <tbody>
                            <row>
                                <entry>Role</entry>
                                <entry>Optional. Use the Name lookup to search for and select the role
                                    you want to assign this person to.</entry>
                            </row>
                            <row>
                                <entry>Namespace Code</entry>
                                <entry>Display-only. After you select a role to assign to this Person
                                    record, the system displays the namespace code associated with
                                    that role. </entry>
                            </row>
                            <row>
                                <entry>Name</entry>
                                <entry>Display-only. After you select a role to assign to this Person
                                    record, the system displays the name associated with that role.
                                </entry>
                            </row>
                            <row>
                                <entry>Type</entry>
                                <entry>Display-only. After you select a role to assign to this Person
                                    record, the system displays the role type associated with the
                                    selected role here.</entry>
                            </row>
                            <row>
                                <entry>Active From Date</entry>
                                <entry>Optional. If this user's assignment to this role is to be
                                    effective as of a certain date, enter that date here.</entry>
                            </row>
                            <row>
                                <entry>Active To Date</entry>
                                <entry><para>Optional. If this user's assignment to this role is to terminate as of a certain date, enter
                                that date here.</para>
                                    <para>Note that there is no way to delete a person's assignment to a role. To remove a person from a
                                            role, use this field to specify a date in the
                                            past.</para></entry>
                            </row>
                            <row>
                                <entry>Actions</entry>
                                <entry>Click the <emphasis role="bold">Add</emphasis> button to add
                                    this role data.</entry>
                            </row>
                        </tbody>
                        </tgroup>
                    </table>
                </para>
                <para>When assigning some roles, you may need to supply additional qualifying values that further
                        define this person's assignment. For more information about role qualifiers,
                        see Role. </para>
            </section>
            <section>
                <title>Delegations Section</title>
                <para>Delegations allow you to set a user as a primary or secondary delegate for a
                    current member of a role. The delegate has the same permissions as the role
                    member and is able to act on action requests generated for the role member by
                    KIM. </para>
                <para>
                    <table frame="none" tabstyle="striped">
                        <title>Delegations section definition</title>
                        <tgroup cols="2">
                        <colspec colwidth="1.0*"/>
                        <colspec colwidth="1.0*"/>
                        <thead>
                            <row>
                                <entry>Title</entry>
                                <entry>Description</entry>
                            </row>
                        </thead>
                        <tbody>
                            <row>
                                <entry>Role Member</entry>
                                <entry>Optional. Use the Role Member lookup  to
                                    search for and select the role and role member you wish to add a
                                    delegation for.</entry>
                            </row>
                            <row>
                                <entry>Active From Date</entry>
                                <entry>Optional. If this delegation is to be effective as of a certain
                                    date, enter that date here.</entry>
                            </row>
                            <row>
                                <entry>Active To Date</entry>
                                <entry><para>Optional. If this delegation is to terminate as of a certain date, enter that date
                                        here.</para>
                                <para>Note that there is no way to delete a person's delegation. To remove a person from a role, use
                                    this field to specify a date in the past.</para></entry>
                            </row>
                            <row>
                                <entry>Delegation Type Code</entry>
                                <entry>Optional. This defines how the delegate will be able to access
                                    workflow action requests generated to the delegating role
                                    member. Options are 'Secondary' (the user must use the secondary
                                    delegate action list filter to view action requests) and
                                    'Primary' (action requests will route directly to the delegate's
                                    action list). </entry>
                            </row>
                            <row>
                                <entry>Actions</entry>
                                <entry>Click the <emphasis role="bold">Add</emphasis> button to add
                                    this delegation data.</entry>
                            </row>
                        </tbody>
                        </tgroup>
                    </table>
                </para>
            </section>
        </section>
    </section>
    <section>
        <title>Process Overview</title>
        <section>
            <title>Business Rules</title>
            <itemizedlist>
                <listitem>
                    <para>A person must have at least one affiliation.</para>
                </listitem>
                <listitem>
                    <para>Each faculty or staff affiliation must have at least one Employment
                        Information record associated with it.</para>
                </listitem>
                <listitem>
                    <para>If a person has any faculty or staff affiliations then one Employment
                        Information record must be marked as 'primary'.</para>
                </listitem>
                <listitem>
                    <para>Each person must have a default Name record in the Contacts
                        section.</para>
                </listitem>
                <listitem>
                    <para>Each affiliation must be associated with a campus.</para>
                </listitem>
                <listitem>
                    <para>Each type of contact information can have only one record marked as the
                        default.</para>
                </listitem>
            </itemizedlist>
        </section>
        <section>
            <title>Routing</title>
            <para>Only members of the KR-SYS Technical Administrator or similar application specific
                roles can initiate Person documents.  In base Rice, person documents do not route
                for approval.</para>
        </section>
    </section>
</chapter>
