Affiliations

The Affiliation section of the Entity Profile displays information regarding the entity’s affiliations with groups inside (Board of Trustees, Athletics Committee, etc.) and outside the institution (United Way, Red Cross, etc.).

 

There are two ways to access the Entity Profile:

  1. Perform a Lookup, using either the Entity’s name or Entity ID to display the Entity Profile page.

 

or

 

  1. On the Main Menu, click 'Go To'.

  2. Click the Entity Profile Application (Application ID 1101)

  3. Enter an Entity ID in the 'Open with ID Lookup' field.

  4. After you have specified an application and ID number, click Go.

 

 

Note: If you have previously displayed the a Profile, the ID number of the entity you viewed the profile for will automatically default into the Open with ID Lookup field. When a number defaults into this field, you may always override the number provided by the system. If you do not know the ID of the entity, prospect or proposal for which you want to 'Go To', click the 'Lookup' hyperlink on the 'Open with ID Lookup' label and perform a Quick ID Lookup or place your cursor in the 'Open with ID' and press 'Ctrl + F2.' Performing this action will activate the Lookup utility and you will be allowed to search for the entity, prospect or proposal you wish to view in the selected application.

 

 

To drill down to further levels of detail regarding the entity's affiliations:

  1. Click Biographic on the Page Tree

  2. Select Affiliations.

 

 

Data Fields:

 

Affiliation

The name of the affiliation that the entity is affiliated with. This value is validated against the tms_affil_code table.

Status

The status of the affiliation. This value is validated against the tms_affil_status table.

Record Type

The record type associated with the affiliation. This value is validated against the tms_record_type table.

Affil. Year

A year associated with this affiliation (usually class year). Note: if System Option #66 is set to "N," any valid number (not necessarily a 4-digit year). may be entered. If System Option #66 is set to "Y" only years between 1700 and 2100 may be entered.