Organization Correspondents

The Organization Correspondents 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 Organization Correspondents maintenance table contains a list of organization level correspondents. Each person listed in the maintenance table is assigned a specific correspondent type. The correspondents defined in this table receive correspondences/notifications about the protocol, if organization correspondents are designated as recipients to the IRB notification.

A derived role of KC-Protocol: Organization Correspondent is defined to allow selecting organization 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 1904 Organization Correspondent Type Maintenance Document Example Layout

Edit Organization Correspondents Section

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

 

Table 857 Organization Correspondent Type Maintenance Document - Edit Organization Correspondent Type 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 enter directly into the KC Person field.
Organization Id	Use the lookup icon provided to select the organization you want to associate the person selected in the KC Person field or enter directly into the Organization Id field.
Correspondent Type Code	Use the lookup icon to assign a correspondent type to the person selected in the KC Person field or enter the Correspondent Type Code directly into the 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

Examples

Figure 1905 Organization Correspondent Type Maintenance Document Example Values

Common Features

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

Table 858 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.