
To briefly review the information covered, recall that the NAE screen is used by all departments to enter the information that we have termed "key data elements". That is Name, Address, Phone numbers, Soc Sec Number, Date of Birth and Ethnic/Gender information.
The NAE screen resides in the CORE module and all departments and functions will use this screen to enter information for employees, students, foundation contacts, alumni, mailing lists or other records requiring names and addresses.
You must have a proper Colleague userid and password to log on to the system. The Office of Information Technology that employees refer to as OIT, controls passwords and access to Colleague. Your
supervisor will assist you in getting the proper access to the system.
Once logged on, the NAE screen is reached by typing NAE in the window at the bottom of the first screen that gives you the choices of applications that you are approved to use. If you are authorized to access this screen, the NAE screen (as shown above) will appear on your computer monitor.
Note that there are 17 lines on the NAE screen, and just below these lines there is a line called "Person Lookup". This line will be discussed in more detail in the CORE Standards section. For now, know that this is the line that you use to
find a person in the database using a name or social security number.
It is important to note that a record may be created with very little information. In fact, all that is required is a "name". However, to avoid serious problems and a proliferation of duplicate records clogging up the database, everyone creating records should know
the proper procedure that is to be used. This will be covered in the Data Entry section.
Let's take a closer look at the NAE screen.
If part of your job is to enter records to the Colleague system, the following table may be helpful. The table contains a brief description of the 17 lines of the NAE screen. The fields in red should always be added. Those in blue should be added if the information is available.
Once again, however, be reminded that you should not start adding someone until you check to see if the person already exists on the system...
| 1. Prefix |
Mr, Ms, Mrs (do not enter.. this will be explained.) |
| 2. Name LFM |
Name Last First Middle |
| 3. Suffix |
Jr, Esq, I, II, III (enter only if requested) |
| 4. Address |
Street Address (note that more than 1 can be entered) |
| 5. CSZ/Cnty |
City State Zip / County |
| 6. Res Cnty/State |
Residence County / State |
| 7. Country |
USA (do not enter) |
| 8.Phone/Ext/Type |
Phone Number/Extension/Type Home, Business, Day, Evening (note that more than 1 can be entered to match address) |
| 9. Origin/Date |
Origin = who entered the record, HR, Admissions, Foundation etc. and date of entry. |
| 10. SSN |
Social Security Number |
| 11. Birth Date |
Date of Birth |
| 12. Ethnic/Gender |
Ethnic Code W(white), B(black), API(asian/pacific islander), H(hispanic), AI(american indian)
Gender M(Male) F(Female) |
| 13. Mail Codes |
(do not enter) |
| 14. E-Mail Address |
enter email address if available |
| 15. Pref Name |
Preferred Name (will default in) or it can be entered if different than the name in line 2. |
| 16. Mail Name |
Mail Name (will default in) or it can be entered if different than the name in line 2. |
| 17. Other LFM |
Other Last First Middle name... )will default in) or if you have a name change in line 2. the former name will appear in this line. |