Unit Correspondents

 

The Unit Correspondent 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.

The Unit Correspondents maintenance table designates unit level IRB protocol correspondents. Each person listed in the maintenance table is assigned a correspondent type. The unit correspondents defined in this table receive correspondences/notifications about the protocol, if unit correspondents are designated as recipients to the IRB notification.

A derived role of KC-Protocol: Unit Correspondent is defined to allow selecting unit correspondents as recipients to IRB notifications.

 

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 1952 Unit Correspondent Maintenance Document Example Layout

Edit Unit Correspondent  Section

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

Table 902 Unit Correspondent Maintenance Document - Edit Unit Correspondent  Section Field Descriptions

Field	Description
KC Person	Use the lookup icon provided to select the person you want to designate as an organization correspondent or directly enter into the KC person field.
Unit Number	Use the lookup icon provided to select the unit you want to associate the person selected in the KC Person field to or directly enter the unit number into the field.
Correspondent Type Code	Use the lookup icon to assign a correspondent type to the person selected in the KC Person field. Out of the box, Kuali Coeus provides 2 values “Administrator” and “CRC”
Non-Employee flag	Check this box to indicate that the person selected in the KC Person field is a non-employee. Uncheck to indicate the person is an employee
Description	Enter a description for the Unit correspondent .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 1953 Unit Correspondent Maintenance Document Example Values

Common Features

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

Table 903 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview”  in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments”  in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients”  in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see  “Action Buttons”  in Selection, Entry and Action Tools.

Process

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.