Updating Addresses Information


Concept


Steps:

  1. Begin by navigating to the Addresses page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Personal Information link.

    Step 2
  3. Click the Biographical link.

    Step 3
  4. Click the Addresses link.

    Step 4
  5. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "FA0099999"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Addresses page to enter or review an individual's address types and data.

    Step 7
  8. If the individual has current addresses in the database, the Current Addresses area of the page shows the current address types and the associated data. If the individual does not have a current address, the text No current addresses exist appears instead.

    Step 8
  9. The Address Type field displays the individual's current address types as links.

     

    Click the link to view or update data for the address type. The system displays values for the current address in the relevant fields. Displaying the address data enables you to copy it from one address type to another.

    Step 9
  10. Click the Edit/View Address Detail link to access the Address History page, on which you can view the history of the address type.

     

    To update the current address type for the individual, click the Edit/View Address Detail link, add a new address row, specify the effective date and address format, and edit the related fields.

    Step 10
  11. A particular address often applies to more than one address type for an individual. For example, an individual's dormitory, campus, and billing addresses might be the same.

     

    To copy the address, effective date, and status from one address type to other address types, select the address types to which to assign the data, click Submit, and then click Save.

    Step 11
  12. Click the current address type such as Dormitory, Campus, or Billing, to copy. The system displays the associated address data beneath the Edit Address link in the Add Address area of the page.

     

    To make changes to the data, click Edit Address and make the changes.

     

    The blue asterisk to the left of an address type indicates that the address type exists and that it has a current or future-dated address with a status of Active. Be sure that you want to add a new effective-dated row to the existing data before selecting the address type.

     

    In this example, you want to add a new mailing address for Magdelena.

     

    Click the Mailing option.

    Step 12
  13. The Effective Date field defaults to the current system date, but can be changed if needed.

     

    Enter addresses in the chronological order of their effective dates. Enter the earliest dated address first and the future-most dated address last.

     

    For this example, you will use the default date for the new address.

    Step 13
  14. Enter the country code for the address format to use for the individual. The system displays the fields required for that country as defined on the Country Table - Address Format page.

     

    For this example, retain the default value.

    Step 14
  15. Click the Address Linkage link to link an address type to the location of a campus or an organization.

     

    Click the Address Linkage link.

    Step 15
  16. Use the Address Linkage page to specify organization or location addresses to which you want to link.

    Step 16
  17. Select the Maintain Address Manually option to maintain the address manually and have the system bypass it in the update linked addresses process or other automatic update processes.

    Step 17
  18. Select the Maintain Other Data Manually option to maintain other data (from Location or Organization page areas) manually and have the system bypass it in the update linked addresses process or other automatic update processes.

    Step 18
  19. Click the Cancel button.

    Step 19
  20. Click the Edit Address link to access the Edit Address page, on which you can enter new address data in the specified format.

     

    Click the Edit Address link.

    Step 20
  21. Use the Edit Address page to enter address data for the specified address type.

    Step 21
  22. Click in the Address 1 field.

    Step 22
  23. Enter the desired information into the Address 1 field. Enter

     a valid value
     e.g.
     "PO Box 5497"
    .

    Step 23
  24. Click in the City field.

    Step 24
  25. Enter the desired information into the City field. Enter

     a valid value
     e.g.
     "Marietta"
    .

    Step 25
  26. Click in the State field.

    Step 26
  27. Enter the desired information into the State field. Enter

     a valid value
     e.g.
     "GA"
    .

    Step 27
  28. Click in the Postal field.

    Step 28
  29. Enter the desired information into the Postal field. Enter

     a valid value
     e.g.
     "30006-5497"
    .

    Step 29
  30. Click the OK button.

    Step 30
  31. To copy the address data to each of the selected address types, click Submit.

     

    A green check mark appears next to each address type to which the data is successfully copied and the new or updated addresses appear in the Current Address area of the page. The addresses are not written to the Addresses Table until you click Save.

     

    Click the Submit button.

    Step 31
  32. A green check mark indicates the successful creation of an address type. A red X appears if you try to create an address type that causes effective dates to become out of sync for a specific address type. For example, a red X appears if the address type that you are adding already has an existing duplicate effective date, or when an earlier effective-dated address currently exists for the address type.

    Step 32
  33. Click the Explain link to display an explanation of the marks that indicate the successful or unsuccessful creation of an address type.

    Step 33
  34. Click the vertical scrollbar.

    Step 34
  35. Click the Save button.

    Step 35

You successfully added an address type for an individual.

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