Attributes Tab

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

The Attributes tab on the Person Information Details page displays attributes associated with the individual. Attributes are typically indicators of the individual's characteristics, such as a baseball player or scholarship recipient. From this tab, you can add, update, and remove attributes, as well as view and update any user-defined fields (UDEFs) associated with the attribute.

Desktop Location

You can also view and update attributes from the Attributes tab of the Desktop Name Entity window.

Database Location

Updates to attributes from this tab are saved to the ATTRIBUTE_TRANS table.

Permission Required

To access the Attributes tab, you must be in a Person Management role with the "Can view attributes" permission. If your school uses attribute types to group similar attributes, access must also be enabled for at least one Attribute Type on the Associations tab of the Person Management role.

User-Defined Fields

You can capture additional information about individuals with user-defined fields (UDEFs). User-defined fields are managed by your System Administrator and can be useful for internal reporting. You can view and edit attribute UDEFs from the Actions drop-down for each row.

How To

View Attributes

Use the global search to access the person's summary page.
From the Person options drop-down, select Person information details. The Person Information Details page opens.
Click on the Attributes tab.
Use the View Attributes filter to narrow down the list by keyword.
Use Column Sort arrows to organize attributes by that column.

Add an Attribute

Note

You'll only see active attributes that you have access to.

On the Attributes tab of the Person Information Details page, click the Add attribute button. The Add Attribute pop-up opens.
Select an Attribute Code from the drop-down. Required.
Review the Description that autofills based on the selected code, and make updates if needed.
Enter optional Start Date and End Date values. These dates determine how long the attribute is associated with the person's record.
Select or deselect the Show in Campus Portal checkbox as needed.
Click Save.

Edit an Attribute

On the Attributes tab of the Person Information Details page, click the Actions button for a row and select Edit. The Edit Attribute pop-up opens.
Make updates to the following fields as needed.
- Description
- Start Date
- End Date
- Show in Campus Portal
Click Save.

View and Update User-Defined Fields

On the Attributes tab of the Person Information Details page, click the Actions button for a row and select User-Defined Fields. The User-Defined Fields pop-up opens.
Review the fields and make updates as needed.
Click Save.

Download to Excel

Select the checkboxes next to the rows you want to export.
From the Options drop-down, select Download to Excel. The Download to Excel pop-up opens.
Select options for the Excel format and data columns.
sidebar. Download to Excel Options
Workbook Creation Options: This option lets you choose how you want the data to be organized when it's exported. If you are exporting a large number of rows, you may want to separate the data into different worksheets or even workbooks. Once you select this option, the Separate (Sheets or Workbooks) By drop-down becomes available so you can choose the groupings for each worksheet or workbook.
Separate (Sheets or Workbooks) By: This field becomes available when you choose to organize your export into multiple worksheets or workbooks. In general, you'll have the option to separate the data based on the columns. You will only see options for the visible columns.
Notice
For example, if you are exporting a set of definitions, you might choose to organize the data into two workbooks: one for active definitions, and one for inactive definitions. Do this by selecting the "Active" column in this drop-down. All of your rows designated as active will be in one workbook, and the inactive ones in a separate workbook.
Workbook Format: This section lets you set some Excel display options for your data. For more information about each of these features, consult Microsoft Excel help.
Autofit columns: Fits column width to the data so that fields are not truncated.
Turn on filtering: Turns on the AutoFilter feature, which allows you to show only rows that meet your selected criteria.
Freeze Top Row: Your worksheet displays the column title in the first row by default. Selecting this option keeps the top row at the top so that as you scroll down through your data, the column headings remain displayed.
Show totals for numeric columns: This option will include the sum of a column of numbers at the bottom of that column.
Columns to Include: These options are specific to the page you are viewing, so they will vary. You will only see options for columns that you can see on the page. All of the columns are selected by default, but you can deselect any of the columns you don't want to include.
Click Download. Your .xlsx or .zip file is saved in the file location that you have set in your browser settings.

Delete an Attribute

On the Attributes tab of the Person Information Details page, select one or more attributes from the list.
Click the Options button and select Delete. The Delete Attribute? pop-up opens.
Review the list and click Yes, delete.

FAQ

Why aren't there any attributes listed?

The person may not have any attributes associated with their record, or you may not have access to view the attributes associated with them.