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.
Figure 1847 Unit Maintenance Document Example Layout
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 875 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. |
Figure 1848 Unit Maintenance Document Example Values
This maintenance document includes the following features that are common to most KC maintenance documents:
Table 876 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 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 |
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Action Buttons |
For more information, see “Action Buttons” on page 71 in Selection, Entry and Action Tools. |
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. |