Overview Tab
The Overview tab identifies the person as a unique combination of entity and principal ID. It also contains information about how this person is affiliated with your institution. Two types of affiliations—staff and faculty—contains additional data elements to further define a person's relationship with your institution.
The instructions below assume that you are manually completing this information. Many institutions may want to either have this data fed from an existing person database or simply override this information with existing person data.
Overview tab field definitions
|
Title |
Description |
|
Active |
Check the box to indicate that this principal ID is active. Uncheck the box to indicate that this principal ID is inactive. |
|
Entity Id |
Display only. The unique ID number identifying this person in your database. An individual may have multiple principal IDs but only one entity ID. The base Kuali Financials implementation assumes that each user will have only one entity ID and one principal ID. The system completes this entry automatically when you save or submit the document. |
|
Principal ID |
Display only. The unique ID number identifying this principal. Whereas Entity ID represents a unique person, principal represents a set of login information for that person. When selecting a person, you ordinarily reference his or her principal ID. The system completes this entry automatically when you save or submit the document. |
|
Principal Name |
Required. Enter the user name by which this principal is to be identified. |
Affiliations Section