Funding Source Type

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Funding Source Type

The Funding Source Type 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.

This maintenance table controls which values area available for selection in the “Funding Type” field within the “Funding Sources” panel in IRB and IACUC protocols.

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 1878 Funding Source Type Maintenance Document Example Layout

Edit Funding Source Type Section

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

Table 835 Funding Source Type Maintenance Document - Edit Funding Source Type Section Field Descriptions

Field	Description
Funding Source Type Code	Required. Enter a numeric value that represents and uniquely identifies the type of funding source 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 name of the funding source type 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.
Funding Source Type Flag	Select to establish a record value of ‘Yes’ or leave unchecked for a ‘No’ field value display. Click within the checkbox to select the item. A check mark appears within the box to indicate the item is selected. Click within the checkbox again to clear the mark and deselect the item. Note: A “Yes” value for a Funding Source Type will result in the Funding Source Type to appear within the “Funding Type” column in the “Funding Sources” panel within the protocol. A “No” value for a Funding Source Type will result in the Funding Source Type to not appear within the “Funding Type” column in the “Funding Sources” panel within the protocol.

Examples

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Figure 1879 Funding Source Type Maintenance Document Example Values

Common Features

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

Table 836 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.