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 1847 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 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 lookupsearchicon 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 lookupsearchicon 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 1848 Unit Maintenance Document Example Values

Common Features

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

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.