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You must identify each organization, including each organizational contact, uniquelyperson in the P/O Curation Portal uniquely in any given role.
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The Organization Person Details page displays all details about the organization person provided to date. The tab labels in the Assign Organizational Roles section at the bottom of the page display the number of each role already associated with the organization person that you are curating (if applicable). The letter "P" beside the role name label on each of the tabbed pages indicates that at least one role is pending curation. |
How to Manage Organizational ContactsIdentified Persons
- Navigate to the record of interest. . See Navigating Records in Tables or Searching for Person Records.
- In the Action column for a given organizationperson, click Curate.
In the Assign Organization Organizational Roles section toward the bottom of the Organization Person Details page, click the Org Contact (Organizational Contact) tabOPI (Other Person Identifiers) tab.
The OPI page displays the research roles currently assigned to the organization (if applicable).
The Org Contact page displays the research roles currently assigned to the organization (if applicable).Include Page Sorting Tables Tip - Include v4.4 Sorting Tables Tip - Include v4.4
Assign Organizational Roles - Organizational Contacts Tab
Follow one of the options in the table below to continue assigning roles:
Options for assigning roles to an organizationa personIf there are...
And...
Do this
No organizational contact person identifier role records displayed
You want to add a role
Proceed to the next step.
One or more organizational contact person identifier role records displayed
The information for them is correct
Proceed with other aspects of the organization person curation.
One or more organizational contact person identifier role records displayed
The information for them is incorrect
In the Action column for the record you want to modify, click Edit, and proceed to the table below Select Affiliated Organization.
- To add a role, click Add Organizational ContactOther Person Identifier.
The Create Organizational Contact Other Person Identifier page appears.
Create Organizational Contact Other Person Identifier Page – Upper SectionsRole Information
tableAnchor
tableafforg afforg - Click Select Affiliated Organization.
The Find Organization(s) page appears. - Search for and select the affiliated organization. For instructions on finding organizations, see Searching For Organization Records.
The organization you selected is displayed in the Other Person Identifier Role Information section. - From the Role Status drop-down list, select the curation status of the organization role. If you have supplied all the necessary information, select Active.
The organization you selected is displayed in the Identified Organization Role Information section. - If appropriate, change the Role Status to Active.
Complete the rest of the Assigned ISO II (International Organization for Standardization Instance Identifier) fields to create a unique identifier for the affiliated organization in its current role. Select or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table. Items with an asterisk are required fields.
Field Label
Description/Instructions
Displayable
Indicate whether the identifier is intended for human display and data entry. Select TRUE to indicate that it is displayable; and FALSE if it is not.
ExtensionTitle*
Type the title of the contact role.
Role Status*
If the associated contact has not been curated (i.e., it is pending), select Pending. Otherwise, select Active.
the identifier that, when joined with the root, identifies the organization/role as a unique object.
Identifier Name
Type the human-readable, descriptive name for the namespace represented in the root.
Reliability
Optionally, specify the reliability with which this identifier is known. The HL7 Identifier Scope code
Contact Type*
Select the appropriate contact type. Valid values are as follows:
- IRB
- Responsible Party
- Site
- In the Address Information section, click Add Postal Address, and follow the instructions in Entering Address Information .
- Click Save.
The information appears in the Address Information section on the Create Organizational Contact page.
Create Organizational Contact – Address Information Section - Do one of the following to continue:
- To change the information in the address section, click Edit.
- or - - To delete the address information, click Remove.
- or - - To add another address, click Add Postal Address.
- To change the information in the address section, click Edit.
Include Page HL7 Identifier Codes - Include v4.4 HL7 Identifier Codes - Include v4.4 Root*
Type the name of the parent organization that guarantees its global uniqueness.
Scope
Optionally, specify the scope code. Valid HL7 Identifier Scope code values are as follows:
Include Page HL7 Identifier Scope Codes - Include v4.4 HL7 Identifier Scope Codes - Include v4.4 Complete the remaining Contact Information fields.
Remember to click Add after you complete each of the contact information fields.Tip - Click Save, then click Return to Organization Person Details.