Determining Person’s Relation with U-M

Overview

This document explains the different methods of determining a person's relation(s) with U-M. The following three M-Pathways pages display relation information:

• Relations with Institution Detail via Search/Match
  • Limited to current relation(s), indicated by checkmarks
• Biographical Data
  • Current OR Former relation(s), limited to Student, Employee, Retiree, or any combination of the three.
• Relations with Institution
  • Comprehensive list of Current AND Former relation(s), indicated by checkmarks.

Relations with Institution Detail Page via Search/Match

Navigation: NavBar > Navigator > Campus Community > Personal Information > Search/Match

Perform a search/match to access the Relations with Institution Detail page. Refer to Execute Search/Match to Locate an Individual for more information.

Click the Additional Information tab, then click Relations With Institution for the applicable individual.

The information provided on the Relations with Institution Detail page includes:

• A Relationship List displaying the possible relationships an individual can have with U-M.
  • Values currently used: Student Applicant (A), Employee, Financial Aid (F), Prospect (P), Student (S), and Retiree.
  • Values not used: Alumni (L), Student Financials (I), Recruiter (RCR), Advisor (AVS), Instructor (IST), and Friend (FND).
• All current relation(s) with institution for all of the relation values in use.
• All relationships currently tracked in M-Pathways.

Example: Relations with Institution Detail page with current relations data for a student. Only the Student relation is checked.

Biographical Data Page

Navigation: NavBar > Navigator > Campus Community > Personal Information > Add/Update a Person

Note: The relationship information detailed in this section can be viewed on any of the pages under the Biographical navigator option in M-Pathways.

The relationship information provided on the Biographical pages includes:

• Limited information about a person’s relation(s) with institution
• An indicator for Student, Employee, Retiree, Empl & Stdnt, Emp & Ret, or Emp & Stdn & Ret in the top section of the page. These indicators reflect whether the person has ever been a student, employee or retiree and does not necessarily reflect a current relation. For example, if a person was a student three years ago, it still displays Student in the top section. Similarly, if a person is a former employee and is now attending graduate school at U-M, it displays Empl & Stdnt.

Example: Biographical Data page with data for a current employee/current student.

Relations with Institution Page

Navigations:

• NavBar > Navigator > Campus Community > Personal Information > Biographical > Relationships > Relations with Institution
• NavBar > Navigator > Student Admissions > Application Entry > Relationships > Relations with Institution
• NavBar > Navigator > Student Admissions > Application Maintenance > Relationships > Relations with Institution
• NavBar > Navigator > Student Recruiting > Maintain Prospects > Relationships > Relations with Institution

The information provided on the Relations with Institution page includes:

• The most comprehensive information about a person’s relation(s) with institution. This page shows both current and former relations with U-M.
  • Current Relations: If a box in the Currently is A(n) column is checked, it indicates that the person’s relation with U-M is current.
  • Former Relations: If a box in the Has Been A(n) column is checked, it indicates that the person has an historical relation with U-M.
• All relationships tracked in M-Pathways at this time.
  • Values currently used: Student Applicant, Employee, Financial Aid, Prospect, Student, Retiree
  • Values not used: Alumni, Student Financials, Recruiter, Advisor, Instructor, and Friend

Example: Relations with Institution page with data for a current employee who was formerly a student.

Interpreting the Relation with Institution Checkboxes

Has Been A(n) is an individual who has a historical relation with U-M.

• The box is checked when an individual’s relation begins (i.e., the Has Been A(n) box is checked when the Currently is A(n) box is checked).
• When a person Has Been A(n) certain relation with U-M, and the Currently is A(n) box is not checked, it indicates a former or historical relation only (i.e., the person has had that relation in the past, but does not now).
• After the Has Been A(n) box is checked, it is never turned off (i.e., once a person has an historical relation with U-M, s/he always has that relation with U-M in M-Pathways).

The following chart provides information about the Currently Is A(n) relationship:

Currently Is A(n)	The checkbox is....
Student Applicant	Checked when a student application record is created, and no process exists at this time to uncheck it
Employee	Checked at the time of hire Unchecked when all jobs have been terminated
Financial Aid	Checked when a person is admitted (program action of ADMT), and no process exists at this time to uncheck it
Prospect	Checked when a student prospect record is created; no process currently exists to uncheck it
Student	Checked via a batch process at the beginning of the semester in which a person registers for classes for the first time Unchecked (after third week count) for students who are not registered for the current term
Retiree	Checked when the status on the job is changed to Retired Unchecked when a date of death is entered