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When you assign a member to a panel, information about organisation affiliation is copied to the panel record. If the organisational affiliation needs to be changed you can delete the existing records or add additional organisational units to the list. The percentage of all the organisational units must add up to 100%.
Menu path: RME > Setup > Panels (Search) > Panels > Panel Members > Panel Member Org. Unit
1. In the Panel record, go to the Panel Members related item.
2. In the Panel Members related item, go to the Panel Member Org. Unit related item.
3. At the far right of the related item, click Add.
4. Complete the fields, using the table below as a guide.
5. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
Field Label |
Description |
Code * |
Mandatory Lookup to search and add an Org. Unit by code The name is also displayed next to the code (but in a separate column in the grid). |
Current? |
Yes by default Indicates if this Org. Unit is currently associated with the person on the panel If the Org. Unit is no longer associated with the panel, slide this to No. |
Percentage * |
Mandatory Percentage allocated to this Org. Unit The total % for all Org. Units associated with this panel cannot be greater than 100. |
Primary? |
Indicates if this Org. Unit is primary Only one Org. Unit can be primary. If you want to change the primary, edit the current primary to slide this to No, then set the new one as the primary. |
You manage related items in the core page. Click the Add, Delete and Export links at the right of the related item in Panel Members.
• Panel
• Panel Members Contact Details
ID: PAN003.htm