Assignees Tab

System > System Attribute Maintenance Documents > Role > Document Layout

Assignees Tab

This tab contains all members who belong to this role. You may also use the tab to add new members and edit the values associated with existing members.

Assignees tab field definitions

Title	Description
Active From Date	Optional. Allows you to qualify this member's association with this role by date. Entering a from date will define the earliest date on which this member is a valid member of this role.
Active To Date	Optional. Allows you to deactivate a member's association with a role on a specific date. The date you enter defines the date the user is no longer a member of this role. You cannot delete or inactivate role members. To remove a member from a role, specify an active to date.
Member Identifier	Required. Enter the ID of the member you want to add or use the lookup icon to search for and select a valid value. The lookup directs you to the Principal, Group or Role lookup based on your Member Type Code selection.
Name	Display only. Identifies the name of the member being assigned to this role.
Namespace Cd	Display only. Identifies the namespace code associated with this role member. Note that only groups and roles will display a namespace code.
Type Code	Required. Role members can be principals (as defined on the Person document), groups or other roles. Select the type of member you want to add to this Role.

pencil-small Additional fields may be required, such as Chart Code or Organization Code, depending on the role type selected.

exclaim Note that when assigning roles to other roles (nesting roles), qualifying values are not required. Some roles in Kuali Financials base data contain special logic to derive the required qualifiers from the nested role itself without qualifiers being specified. You may always specify qualifying values for a nested role and should do so unless you know the role being assigned contains logic to derive the qualifiers from the nested role.