Sponsor Addition Overview

 

In the Admin module, anyone granted the access right of System Administrator can add a sponsor or update a sponsor.  The System Administrator role is given to the users that are part of the Insight Help Desk.  In addition, System Administrators can grant access to this page to users.

 

On this page the user can search for any sponsor in the Insight database by Name or Short Name.  To find a sponsor, enter search criteria and click the ‘Search’ button.  The results are returned in the grid, which can be paged through if necessary. 

 

If no results are found, an error message will display on the page:

No sponsors found matching the search criteria.

 

Click on the sponsor’s name in the grid to populate the textboxes below with the sponsor’s information.  From there, the user can make a change to the sponsor and click on Submit. 

To add a new Sponsor, the user adds the required fields (Name, Short Name and Sponsor Type) and clicks Submit.

 

The change or addition will be saved in the Insight database along with the InfoEd database.  When an update or addition is made, an email alerts the Insight HelpDesk.

 

Screenshot of Sponsor Addition page:

 

 

Main Screen Elements

Column Name

Type

Description

Name

Textbox

The name of the sponsor

Short Name

Textbox

The short name of the sponsor.

Sponsor Type

Dropdown

The type of sponsor.  For example, Industry, Non-Profit, Foundation

PeopleSoft Account #

Textbox

The account # for the sponsor.

Street

Textbox

Street listed for the sponsor.

City

Textbox

City listed for the sponsor.

State

Textbox

State listed for the sponsor.

Zip Code

Textbox

Zip code listed for the sponsor.

Sponsor Email

Textbox

Email listed for the sponsor.

Indirect Cost Rate/Base

Textbox

Indirect Cost Rate/Base associated with the sponsor.

Comments/Description

Textbox

Comments/Description listed for the sponsor.

Search

Button

To search on entered criteria.

Clear Selections

Button

To clear textboxes and dropdowns used as search criteria.

Submit

Button

To submit any changes or additions to the Insight and InfoEd databases.