Assigning Research Program and Membership Type to CCSG Member

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Updating Research Program and Membership Type in CCSG Module

 

Step 1: Navigate to Researcher Profile 0:07

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  • Open the CCSG module.
  • Locate the researcher profile you want to update.
  • Note that the CCSG link is grayed out due to no active appointment.

 

Step 2: Activate Appointment 0:35

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  • Click on 'Actions'.
  • Select 'Profile'.
  • Choose 'CCM' (Cancer Center Member).

 

Step 3: Add Program and Membership Type 0:50

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  • Click on 'Add Program'.
  • Select the membership type (e.g., Associate).
  • Choose the research program (e.g., Demo).

 

Step 4: Set Start Date 1:13

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  • Indicate the start date for the appointment.
  • Click 'Save' to confirm the changes.

 

Step 5: Verify Active Appointment 1:27

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  • Check the researcher’s profile to confirm the CCSG link is now active (blue).

 

Step 6: View CCSG Members 1:42

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  • Navigate to the CCSG members page.
  • Confirm that the updated researcher appears on this page.

 

Step 7: Make Further Changes if Necessary 1:55

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  • If additional changes are needed, click on 'CCM' to edit the profile.

Link to Loom

https://loom.com/share/62e25771c24e4a7782e2122bb8481c8f

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