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Association Sub-Types

Tools > Code Setup > Demographics > Associations > Association Sub-Types

 

Association Sub-Types define the sub-categories of association groups to which accounts may belong. Multiple sub-types may be set up for a association. For example, the association of STAFF may have sub-types of Administrators, Teachers, Office, Volunteers, etc.

 

Accounts are assigned to associations and sub-types through the Association page in the Demographic module.

 

In the examples below, the association of ALUM (Alumnus) contains sub-types of 2015, 2016, etc. to sub-categorizing the group by graduation year.

 

 

Field Description

Association Sub-Type Code

Name of the sub-group (ex: 2015, Teachers, etc.)
Description Description of the sub-group.
Association Type Select an association type that the sub-type is categorizing. For example, 2015 is a sub-type of the association type of ALUM. Teachers would be a sub-type of the association STAFF.
 
Status Select Active to display the sub-type in the data entry dropdowns.

 

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