Participant Type

 

The Participant 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.

Document Layout

Figure 1066 Participant Type Maintenance Document Example Layout

Edit Participant Type Section

The Edit Participant Type section of the Participant 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 730 Participant Type Maintenance Document - Edit Participant Type Section Field Descriptions

Field

Description

Participant Type Code

Required.  Enter a numeric value that uniquely identifies the participant type table 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 textual name of the participant 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.

Examples

Figure 1067 Participant Type Maintenance Document Example Values

Common Features

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

Table 731 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component

Cross-Reference Links To Usage Instructions

Document Header

link.png  For more information, see “Header Area” on page 99 in E-Doc Fundamentals.

Document Overview Section

link.png  For more information, see “Document Overview” on page 103 in Common E-Doc Tabbed Sections.

Notes and Attachments Section

link.png  For more information, see “Notes and Attachments” on page 104 in Common E-Doc Tabbed Sections.

Ad Hoc Recipients Section

link.png  For more information, see “Ad Hoc Recipients” on page 106 in Common E-Doc Tabbed Sections.

Route Log Section

link.png  For more information, see “Route Log” on page 107 in Common E-Doc Tabbed Sections.

Action Buttons

link.png  For more information, see  “Action Buttons” on page 81 in Selection, Entry and Action Tools.

Process

link.png

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” on page 129 in the Overview section.