Investigator Credit Type

 

The Investigator Credit 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.  Many schools use credit types to capture the distribution or allocation of F&A revenue, academic credit, space, or other items. Investigator Credit Split may appear in several KC e-docs, or may not appear at all, depending on your institution’s implementation.

Document Layout

Figure 1749 Investigator Credit Type Maintenance Document Example Layout

Specify the Credit Type Section

The Specify the Credit Type section of the Investigator Credit 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 776 Investigator Credit Type Maintenance Document - Specify the Credit Type Section - Field Descriptions

Field

Description

Investigator Credit Type Code

Required.  This is the Numeric value you want to assign to uniquely identify this particular credit type in KC.  The value that uniquely identifies this investigator credit type in the system and serves as an abbreviated reference for the actual name appears in the Description field.

Is Active

Select to make active this credit type in the system, clear to deactivate it and save it for future use.  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.

Description

The text that explains the purpose or meaning of the credit type as it is commonly referred to.  Enter the text that names the credit type as it is known in your institution.  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.

Adds to Hundred

Select the checkbox to make this credit type add to hundred, clear to prevent it from adding to hundred.  Check to require line item values add up to 100%.  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

Figure 1750 Investigator Credit Type Maintenance Document Example Values

Common Features

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

Table 777 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 Error! Bookmark not defined. in E-Doc Fundamentals.

Document Overview Section

link.png  For more information, see “Document Overview” on page 94 in Common E-Doc Tabbed Sections.

Notes and Attachments Section

link.png  For more information, see “Notes and Attachments” on page 95 in Common E-Doc Tabbed Sections.

Ad Hoc Recipients Section

link.png  For more information, see “Ad Hoc Recipients” on page 97 in Common E-Doc Tabbed Sections.

Route Log Section

link.png  For more information, see “Route Log” on page 98 in Common E-Doc Tabbed Sections.

Action Buttons

link.png  For more information, see  “Action Buttons” on page 71 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 Error! Bookmark not defined. in the Overview section.