Overview

nVIRO uses affiliation types, or roles, to indicate the roles that contacts play in the context of a specific functional area (e.g., site, permit, evaluation, submission, etc.). For example, a submission might have a contact with the affiliation type of “Applicant” and another contact with the affiliation type of “Facility Contact” (or a single contact with both of these affiliation types). These affiliations allow for contact inheritance across functional areas and contact data integration between nCORE and nFORM. Affiliation type codes are also used to reference contact information in generated documents, if set up to do so in a given document template. Lastly, affiliation types can be used to specify recipients of system notifications, as configured in System Actions.

Searching Affiliation Types

To manage affiliation types, navigate to Admin → Lookups → Affiliation Types (Roles). The Affiliation Types (Roles) list page displays all existing affiliation types.

Adding or Editing an Affiliation Type

To create a new affiliation type, click the Add New Affiliation Type button; this opens the New Affiliation Type page, as shown below. To view or edit an existing affiliation type, click on the applicable affiliation type.

Open

The following fields are displayed on the page:

Click the Save button to add the new affiliation type or to save changes made to an existing affiliation type.

Reserved Affiliation Types

The following affiliation types are system required and cannot be edited:

Additional reserved affiliation types can be configured, depending on the features enabled within a specific nVIRO implementation.