Institution Basic Information
As its name implies, the Institution Basic Information page of the Institution Profile provides a means for viewing and managing fundamental information about the institution such as name, contact persons, etc. This information is divided into expandable and collapsible sections, or tiles.
The Institution Basic Information component of the Institution Profile is viewable by clicking the Basic Information link from
Each component contains certain required information. If any of this information is missing from a section, a message displays across the top of the screen, the Basic Information link in the dashboard displays in red font, and the header of the component in error displays in red.
- By clicking the heading of an individual component
- By clicking the View All button to expand all components
- By clicking the View button in a specific header to expand that individual component
- By clicking the Edit button to update the component (SO role only)
Only those users holding an SO role can perform the edit function.
Refer to the specific related topic listed below for information on that individual component of the profile.
To the left of the Institution Basic Information, you find the Institution Profile dashboard. This dashboard provides quick access information to items such as number of accounts, last updated date, status of required fields, etc.