Person Model Sponsor and Date Entry Training

Person Model
Sponsor and Data Entry Training

V 1.5

Module D: Company/Organization (Optional) - Four

The screenshot to the right shows a
blank Company/Organization record.
The minimum required fields to save a
Company/Organization record are:
•
•
•
•
•
•
•
•

Company/Org
DUNS (if company selected)
Company/Organization Name
Contact Name
Contact Phone #
Address Line 1
City
State

Enter as much data as you have for the
Company/Organization, then click Save.
For step-by-step instructions, please
refer to the Person Model Sponsor Data
Entry Guide.

2

Module E: Contract, Grant or Agreement Record - Four

The screenshot to the right shows a
blank Contract/ Grant/ Agreement
record.
The minimum required fields to save a
Contract/ Grant/ Agreement record
are:
•
•
•
•
•

Type
Number
Sub-Agency
Period of Performance Start Date
Period of Performance End Date

Enter as much data as you have for
the Company/Organization, then click
Save.
For step-by-step instructions, please
refer to the Person Model Sponsor
Data Entry Guide.

3

Module F: Person Information - Seven
The minimum required fields to save a
Person Information record are:
•
•
•
•

•
•
•
•
•

Effective Date (pre-populated)
First and Last Name
DOB (enter twice)
Effective Date and Gender (prepopulated)
SSN (enter twice)
Country of Citizenship
Home Address 1, City, State,Country
Business Email
Organizational Relationship/Type and
Assignment

Enter as much data as you have for the
Biographical Details tab, then click on
the Contact Details tab.
For step-by-step instructions, please refer
to the Person Model Sponsor Data Entry
Guide.

4

Module F: Person Information - Eight

The screenshot to the right shows the
Contact Details tab on a blank Person
Informationrecord.

Enter as much data as you have for the
Contact Details tab, then click on the
Organizational Relationships tab.
For step-by-step instructions, please
refer to the Person Model Sponsor
Data Entry Guide.

5

Module F: Person Information - Nine

On the Organizational Relationships tab, check the Person of Interest box, then Select the
Person of Interest type. Click Add the Relationship.
You will now be directed to the Add a Person of Interest screen.
Note: You must follow the steps covered on the next few slides to properly save the Person
Information record. If you do not complete the following steps, the record you entered will
not be visible in the system.

6

Module G: Assignment and Sponsorship - One
You will now learn how to complete the
Assignment and how to perform
Sponsorship.
The screenshot to the right shows a
blank
Organizational Relationship.
Note the two tabs at the top of the
record. You will enter information on
both of these tabs.
The minimum required fields to
complete
the
Organizational
Relationship are:
•
•
•
•
•
•

Effective Date (pre-populated)
Security AccessType
Value1
Value2
Effective Date (pre-populated)
Organizational Relationship Status
(pre-populated)
• Contract/Grant/Agreement Number
• Status
• Effective Date (pre-populated)

7

Module G: Assignment and Sponsorship - Three

Click on the Assignment tab. The screenshot above shows a blank Assignment screen. The minimum
required fields to complete on this pageare:

•
•
•
•

Contract/Grant/Agreement Number
Status
Effective Date (pre-populated)
Card Type (required when status = Active; all other statuses do not require this field)

The remaining fields will be populated based on the contract, grant or agreement you select, or will be
system-generated. For step-by-step instructions, please refer to the Person Model Sponsor Data Entry
Guide.

8