ADMF0620 - Maintain Applicant Portal Name Format

Purpose

To allow the configuration of name formats used in the Applicant Portal

Subsystem Admissions
Normally Run By Admissions/Administration Specialist
Anticipated Frequency As required
Structure Blocks Name Format
Name Format Component

 

Use this form to configure a set of name formats for the applicant portal applicant. These name formats will be used by the Record Applicant Details portal application to allow an applicant to choose the preferred name format.

For example an applicant may wish to be known by a 'FORMAL' name format which consists of the the components TITLE, FIRST NAME, SURNAME in that order, or alternatively they might wish to be known by a 'CASUAL' name format which consists of PREFERRED NAME, SURNAME in that order. This form is used to make those Name Format codes available to the applicant.

This form can be accessed directly from the Callista menu.

 

The Name Format block contains:

  • Name Format Code
  • Description
  • Closed check box
  • Explanation

The Name Format Component block contains:

  • System Name Component Code
  • Description
  • Order

Buttons

  • Up button
  • Down button

Rules/Notes:

The top block is used to name and describe the Name Format and the bottom block is used to define the parts of the name used and the order in which they are assembled.

To create a Name Format record:

  • Record a Name Format Code and Description
  • Record details in the Explanation tesxt box which are appropriate fro persons using Connect.
  • Save this record
  • In the Name Format Component block, select the Name Format's components using the LOV or type in valid entries. The description will be automatically and order field will be incremented by one from the existing highest order value.
  • To alter the order in which the name components will appear, select the component and click on the up or down arrows.

 

Rules/Notes:

The Name Format Code and Description fields must contain data.

A closed System Name Component Code cannot be selected.

The UP and DOWN arrow buttons are used to change the component order of the name format component records. These buttons allow the user to move the current record up or down resulting in the component order of the current record to change to that of the next/previous record based on the button pressed.

Once used in the System, Name Formats cannot be deleted. Select the Closed check box to prevent further use.

Although i t is probably not advisable to do so, the components or order of a Name Format can be changed at any time.

 

Last modified on 26 April, 2006