Field Label
Description
Campus
For existing members, populated from the Personnel record but can be changed
Campus location for the person
Current?
Yes by default
Indicates if this member is current for the panel
If the person’s association is no longer current, slide this to No. The person will no longer have access to eForms or meetings that have been assigned to the panel (unless they have additional access via a different current role or permission).
Days on other Panels
Type the number of days allocated to other panels per month
Days on this Panel
Type the number of days allocated to this panel per month
Ext. Organisation
Only editable once the Person Code is selected and saved; use either this field or the Organisation field
Lookup to search for and select an organisation from the list of existing organisations if the person is external
For an existing external person, this is populated with data from the Personnel module. These details can be changed.
Once you select an organisation from the lookup, the field becomes read only.
FTE/EFTS on other Panels
Time spent on other panels
For example, enter 0.8 if the person will spend the equivalent of 4 days full time per week on other panels.
The value in this field and the FTE/EFTS on this panel field must total 1.0.
FTE/EFTS on this Panel
Time spent on this panel
For example 0.2 if the person will spend the equivalent of 1 day full time per week on this panel.
Gender
Read only for existing members; editable for new members
Person's gender
Internal Weighting
Internal weighting for the person, as required by your institute
Involved From
Date from which the person is involved in the panel
Involved To
Date to which the person is involved in the panel
Order *
Mandatory
Determines the order of this person in the list of panel members
Change this number if you wish to change the person's position in the list.
Organisation
Only editable once the Person Code is selected and saved; use either this field or the Ext. Organisation field
Organisation name (text entry), if the organisation is not available from the Ext. Organisation lookup
If Type is Internal, consider entering details about the relevant organisational unit in the Panel Member Org. Unit related item.
Person Code *
Mandatory
Lookup to search for and add an existing person
If you cannot find the person and the Create option is shown in the lookup, you can create a new record for the person. In this case, this field can be edited if the code is not automatically generated.
A new Personnel record will be automatically created for the new person.
Person's Role
Person's role description
Position
Panel member position
Preferred First Name
Read only for existing members; editable for new members
Person's preferred first or given name
Preferred Full Name
Read only for existing members; editable for new members
Person's preferred complete name
Preferred Last Name
Read only for existing members; editable for new members
Person's preferred surname
Preferred Middle Name
Read only for existing members; editable for new members
Person's preferred middle name
Preferred Title
Read only for existing members; editable for new members
Person's preferred title, such as Mr, Ms, or Dr
Primary Contact?
Indicates if this person is the primary contact for the panel
If you want to change the primary, edit the current primary to slide this to No, then set the new one as the primary.
More than one primary shown?
View the Multiple primary records
tip to fix it.
Indicates if this person is the primary panel member
If you want to change the primary, edit the current primary to slide this to No, then set the new one as the primary.
More than one primary shown?
View the Multiple primary records
tip to fix it.
Type
For existing members, populated from the Personnel record but can be changed
Person type
• If the new person is External, enter organisational affiliation details in either the Ext. Organisation field or Organisation field after saving at least the Person Code.
• If this is not External, consider entering details about the relevant organisational unit in the Panel Member Org. Unit related item.