Unit

 

The Unit 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.  It allows you to define a unit at your institution with a name and number, and also associate it with a parent unit and organization.

Document Layout

Figure 880 Unit Maintenance Document Example Layout

Edit Unit Section

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

Table 555 Unit Maintenance Document - Edit Unit Section Field Descriptions

Field	Description
Unit Number	Required.  The abbreviated short name that uniquely represents this particular unit in the system.
Parent Unit Number	Required.  The number of the unit that this unit is a child of in the hierarchy.  Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
Organization Id	Required.  The identification number of the larger organization this unit is a part of.  Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.
Unit Name	Required.  The textual, familiar title of the unit.

Examples

Figure 881 Unit Maintenance Document Example Values

Common Features

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

Table 556 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” on page 99 in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” on page 103 in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments” on page 104 in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” on page 106 in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” on page 107 in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see  “Action Buttons” on page 81 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” on page 129 in the Overview section.