Institute Rate

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Institute Rate

The Institute Rate maintenance document is used to create new and maintain existing Institutional rates associated with the rate type, on/off campus and fiscal year. These table records may be referenced by multiple modules and/or e-docs within the Streamlyne Research system. Institute Rates appear on the Rates page of the Budget Document in Streamlyne Research.

Document Layout

Edit Institute Rates Section

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

Field	Description
Activity Type Code	Required. Enter the code if known or look it up using the icons provided. This is the number in the Streamlyne Research system that is associated with the name of a major university function. 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.
Description
Fiscal Year	Required. Enter the fiscal year for the accounting period in yyyy format. Identifies the institutional fiscal year for which a rate is effective.
On/Off Campus Flag	Required. Indicates whether a rate applies to on campus use or off campus use.
Rate Class Code	Required. Enter the value that uniquely identifies the rate class that is to be associated with the Institute, or locate and select it by using the lookup or direct inquiry tools. 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.
Description
Rate Type Code	Required. The code value associated with the type of rate that the system applies to specific cost elements (i.e. fringe benefits, F&A, inflation, etc). 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.
Description
Start Date	Required. In the Streamlyne Research budget module, this is the date for which a rate becomes effective. Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.
Unit Number	Required. Enter the unique number associated with the unit, or look it up and select it using the provided tools. 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.
Rate	Required. Enter the rate value with a decimal point.
Active	Click within the checkbox to select the item. A check mark appears within the checkbox to indicate the item is selected. Click within the checkbox again to clear the mark and deselect the item.

Examples

Common Features

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

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” on page Error! Bookmark not defined. in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” on page 94 in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments” on page 95 in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” on page 97 in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” on page 98 in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see “Action Buttons” on page 71 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 Error! Bookmark not defined. in the Overview section.