Page Info

Title

Page 16

Description

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Transcript Text

The Subject Details tab contains the following sub-tabs: Basic Info, Contact Info, Other Subject Details, SMO Relationships, Incidents, Accesses, CSRs/RFAs, Subject Documents, and Foreign Travel. You will be able to add or edit information in each of these tabs as needed.

A Subject Actions drop-down menu will also appear in the Subject Details tab.

The Customer Engagements Team (CET) and Application Administrators will always have access to the Subject Details tab.

Next, we will discuss the Basic Info and Other Subject Details tabs, then we will pause for a quick knowledge check.

Subject Details

The Subject Details tab contains the Subject Actions menu and these sub-tabs:

  • Basic Info
  • Contact Info
  • Other Subject Details
  • SMO Relationships
  • Incidents
  • Accesses
  • CSRs/RFAs
  • Subject Documents
  • Foreign Travel
Subject summary tab