Institution Basic Information

ClosedAs 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.

Basic Information tab of IPF (collapsed)

View the Institution Basic Information section by clicking the Basic Information navigation item at top of Institutional Profile.

IMPORTANT: Only signing official (SO) users can see the Policy Documents screen and edit Institution Profile screens.

How Are Data Errors Indicated?

Each component contains certain required information and data validation occurs on Save. If information is missing or data is in the wrong format (for example an email address with no '@' sign), red font and error messages alert you. Specific errors display at the top of the screen after Save, the header with the error appears in red, and specific error message appear adjacent to fields with errors.

Errors appear at the top of the page and next to specific fields with errors, and the heading containing the error is red.

How to View and Edit Information

ClosedYou can expand the component tiles partially for viewing (read-only) or entirely for editing. Tiles can be expanded:

  • 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 (only signing official (SO) role can edit)

Portion of the Basic Info page showing View All, Edit, and View buttons

IMPORTANT: Only those users holding an SO role can edit.

Refer to the specific related topic listed below for information on that individual component of the profile.

NOTE: 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. See Institution Profile Dashboard.