You can group your Affiliation codes into useful categories for easier maintenance. This means that you will not have to scroll through all available codes to find the one you are looking for - only the codes in the selected group.
Grouping Facts:
  • Each Affiliation code can only be a member of a single group.
  • Each new Affiliation code added to the code table has the potential to become a group code (you can add members to it at any time).
  • There is unlimited hierarchy capability within each group (e.g., you can create groups within groups however too many levels are not a good idea).
  • Top level group codes are Affiliation codes as well and can be added just like any other code.
Adding and Grouping Codes:  
  1. In the Profile Management module, select File Maintenance > Profile Code Maintenance > Affiliations. The Affiliation Code Maintenance Data Grid opens.  
  2. Do one of the following:
    • If you want to create a new Affiliation code, click the New button on the toolbar.
    • If you want to view and/or edit an existing Affiliation code, select the desired code from the data grid and either click the View Affiliation button or double-click the desired code.
  3. In the Affiliation Code field, enter the code (up to 10 characters).  
    • Note: If you are editing an existing code, this field will be grayed out and cannot be changed.  
  4. In the Description field, enter a short text description of the code (up to 50 characters).  
  5. In the Maintained By field, enter your FIMS user name.  
  6. Optional: If the code will only be used temporarily (e.g., if you want to use it to mark Profiles for a specific purpose, and then remove the code from those Profiles), select the Temporary checkbox.  
  7. Optional: If you want to add the code you are editing to an Affiliation Group, enter the desired Group Name in the Affiliation Group field.  You can add it to an existing Affiliation Group or if you add it to a code that is not yet a group, doing this will make the code you add it to the top level group code. 
    • For example, let's say you have two Affiliation codes that are not grouped, Temp and Temp1 .  If you are editing the Temp1 Affiliation Code and you choose Temp in the  Affiliation Group field, Temp will become a yellow folder and Temp1 will appear under it.  
    • Note: If you add the code to a group, it will not appear alone on the Affiliations tab in Profile Management - it will only appear in association with the group it is a part of. For example, if you add the Cent1 code to the Devcom group, you have to open the Devcom group on the Affiliations tab in order to see Cent1 .  
  8. Optional: If you want to make the code you are editing into a group code, select the desired code(s) from the Available Codes field and click the Add button to add them to the Member Codes pane.  
    • Note: If you add any codes here, the code you are editing automatically becomes a group code, and the Member Codes will not appear alone on the Affiliations tab in Profile Management - they will only appear in association with the group. For example, if you add the Sem and TopDon codes to the Cent1 group, you have to open the Cent1 group on the Affiliations tab in order to see Sem and TopDon .  
  9. Click the Save button on the toolbar.  
  10. Repeat this process to create or edit more Affiliation codes (or groups).  
  11. When you are completely finished, click the Close button.