The Relationships tab is where all individuals associated with a particular program can be added. Relationships from the cloned source are copied to the new program. This includes:

  • Program Coordinators (AKA Program Directors)
  • Program Assistants (AKA Program Associates or Program Coordinators)
  • Local Coordinators (Not often used but can be used to identify personnel at off-campus events)
  • Presenters (AKA Instructors)

In this example, "Hilliard, Flo" was the coordinator of the cloned source program and is now listed at the coordinator for this program.

To remove a relationship, use the check box at the right of a name, select the box next to the individual you want to remove, and click the "Remove Relation" Button.  To select all the relationships listed, check the box in the grey bar on the right above the list.

To add other individuals, you can search for an individual by using the search box and icon at the top right.  In this example, we search for "Wang, Roberta" and that name appears and is available to add:

By clicking on the +, the name is added.

Move now to the "Presenters" tab under Relationships.  There is additional functionality here that doesn't exist under any of the other Relationships tabs.

Keywords:Coordinator, Program Assistant, Presenter, Instructor   Doc ID:43762
Owner:Roberta W.Group:Continuing Studies Information System
Created:2014-09-30 13:09 CDTUpdated:2014-11-14 08:37 CDT
Sites:Continuing Studies Information System
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