Individual Tab (Name Entity Window)

Use this tab to review and maintain general name and address information about an individual, organization, or business. The View options let you see a general summary of information or more detailed information.

Information displayed on this window is stored in the Name Master table. Last Name, First Name, and Middle Name are stored individually.

To see when name or address information was updated, click the Name History button.

Name Usage

These checkboxes indicate the name types associated with the individual, organization, or business. Name usage types are associated with an ID Number as it moves through the system. For example, when a new student is added to the system and they are assigned an ID Number, their ID number is associated with the Student name type. If the same student is hired in your campus library, their ID Number will then be associated with the Employee name type as well.

Other Details

This section lets you know if information was entered manually or using an import, if there is an individual or office responsible for maintaining this information, if the information can be shown in the campus portal, and if the individual, organization, or business wants FERPA protection.

Buttons

After you enter an ID Number, the User button is available on the Individual tab and opens the User Defined Forms - Name window.

Clicking the Name History button opens the Name History window.

Columns

FAQs

Why am I not seeing a particular Name Type?

Why can I not select a checkbox?

Where is the ID Number associated with the Name Type?

Related Topics

Common Functionality for Data Entry Windows

Common Functionality for Grid Windows