Expertise/Affiliation Tab

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The Expertise/Affiliation tab in the People Edit Mode allows you to track information pertaining to professional specialties or areas of expertise. The grid on this tab is read-only. Click New to open a page with data entry fields. Click on a record to open a page to make changes to the selected record.

Fields

Area/Organization – The area or association with which the person is affiliated or in which the person has expertise.

Type – Either Affiliation or Expertise.

Begin Date – The date the affiliation began or the expertise was noted.

End Date – The date the affiliation ended or the expertise was no longer used by the person.

Buttons

New – Click to create an expertise/affiliation record for the person.

Delete – Click to remove the selected expertise/affiliation record for the person.

Reports – Click to access any tab-specific reports.

Export – Click to export the current grid contents to Microsoft Excel.

Print – Click to create an instant report of the current grid contents.

Options – Click to select the number of records to display in the list of items.