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How to Populate Personal Information – Professional Details |
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| What is this? |
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This web page serves as a "How to..." guide for populating (adding, editing, and/or deleting) the Professional Details component of a user's personal information. It contains an overview of the process and a summary of the steps involved, followed by detailed instructions with screen shots from the EIMS application. Red markings on the screen shots highlight or describe screen content.
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Overview |
What is the purpose of the Professional Details data entry form? |
| The Professional Details data entry form allows you to enter information about any professional societies to which you belong, positions you hold, or awards you have won. |
Who can populate Professional Details information? |
| Any registered user of EIMS can populate Professional Details information about themselves. Additionally, EIMS Administrators can edit personal information for all users.
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Prerequisites |
| You must be a registered user of EIMS to populate personal information for yourself. You must be an EIMS Administrator to edit personal information about any users in addition to yourself. |
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How do you populate the Professional Details component of your personal information?
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Although you use the same data entry form, the process varies slightly depending upon whether you are adding, editing, or deleting Professional Details information.
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How do you add data to the Professional Details component of your personal information?
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Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).
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Navigate to the Professional Details data entry form.
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Populate fields as desired.
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| Select the Save button. |
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How do you edit the Professional Details component of your personal information?
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Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).
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Navigate to the Professional Details data entry form.
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Open the edit page for the individual Professional Details listing you wish to modify.
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Edit fields as desired.
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| Select the Save button. |
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How do you delete data from the Professional Details component of your personal information?
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Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).
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Navigate to the Professional Details data entry form.
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Open the edit page for the individual Professional Details listing you wish to delete.
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Select the Delete button.
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| Select the OK button to confirm the deletion. |
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| Detailed Instructions |  |
| Instructions for Adding Professional Details Data |
| Step 1 |
Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).
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| NOTE |
If you are already editing your personal information, skip to Step 2. |
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| Step 2 |
Select the data entry form link from the Navigation Sidebar to display the Professional Details data entry form. |
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| NOTE |
If there is no Professional Details data currently saved in EIMS, the data entry form automatically displays in add mode. If there already is Professional Details data, the form will display in report mode; click the Add button to open the data entry form in add mode. |
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| Step 3 |
Populate fields as desired (see instructions below). |
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| NOTE |
Mandatory fields are indicated by an asterisk (*). |
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| | The following table provides definitions and instructions for each field. (Please see Conventions for an explanation of the form's buttons.)
| Select a category from the pick list: Award, Position, Society.
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| Enter the name for the award, position, or society. |
| Enter the year in which you won the award or the date upon which you assumed the position or entered the society. |
| If applicable, enter the date upon which you left the position or society. |
| Enter a description of the award you won, position you hold/held, or purpose of the society and the role you played in it. |
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| Step 4 |
Select Save, and a Success! message displays on the page indicating that the row (individual Professional Details listing) has been inserted (i.e., the information you entered has been added to the EIMS database). |
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| NOTE |
Once saved, you cannot edit the Professional Type field. If you made a mistake in the field, delete the erroneous entry and add the correct one.
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Select a data entry form link from the Navigation Sidebar to continue adding and/or editing your personal information.
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| Instructions for Editing Professional Details Data | |
| Step 1 |
Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).
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| NOTE |
If you are already editing the your personal information, skip to Step 2. |
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| Step 2 |
Select the data entry form link from the Navigation Sidebar to display the Professional Details data entry form. |
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| Step 3 |
Open the edit page for the individual Professional Details listing you wish to modify by selecting the link in the table of Professional Details listings currently saved in the EIMS metadata record. |
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| Step 4 |
Edit fields as desired (see instructions below). |
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| NOTE |
Mandatory fields are indicated by an asterisk (*). |
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| | The following table provides definitions and instructions for each field. (Please see Conventions for an explanation of the form's buttons.)
| The category of the Professional Detail information entered: Award, Position, Society. You cannot edit this field.
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| Enter / edit the name for the award, position, or society. |
| Enter / edit the year in which you won the award or the date upon which you assumed the position or entered the society. |
| If applicable, enter / edit the date upon which you left the position or society. |
| Enter / edit a description of the award you won, position you hold/held, or purpose of the society and the role you played in it. |
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| Step 5 |
Select Save, and a Success! message displays on the page indicating that the row (individual Professional Details listing) has been updated (i.e., the changes you entered have been made in the EIMS database). |
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Select a data entry form link from the Navigation Sidebar to continue adding and/or editing your personal information.
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| Instructions for Deleting Professional Details Data | |
| Step 1 |
Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators). |
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| NOTE |
If you are already editing your personal information, skip to Step 2. |
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| Step 2 |
Select the data entry form link from the Navigation Sidebar to display the Professional Details data entry form. |
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| Step 3 |
Open the edit page for the individual Professional Details listing you wish to delete by selecting the link in the table of Professional Details listings currently saved in the EIMS metadata record. |
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| Step 4 |
Select the Delete button to eliminate the specified Professional Details listing from your personal information. |
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| Step 5 |
Select OK to confirm the deletion, and a Success! message displays indicating that the row (individual Professional Details listing) has been deleted. |
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| NOTE |
Select a data entry form link from the Navigation Sidebar to continue adding and/or editing your personal information.
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