Chapters in this Guide

The following list describes the chapters within this guide:

Understanding Participants
This chapter provides a general definition of participants and introduces the ten participant types. The ten participant types are: persons, prospect persons, employers, prospect employers, product providers, service suppliers, utilities, information providers, representatives, and external parties. Note that the Educational Institute is described under the participant types section because it is presented in the application like other participant types. However, this role is modeled as an Information Provider participant role in the underlying application design.
Maintaining Information for Participants
This chapter provides information on registering participants, on accessing participant information, and on maintaining participant information. This chapter also describes the information that is common to all participant types.
Maintaining Additional Information for Persons or Prospect Persons
This chapter describes the information that can be maintained exclusively for persons and prospects.
Merging Information for Persons and Prospect Persons
This chapter describes merging information for persons and prospect persons.
Maintaining Additional Information for Employer or Prospect Employers
This chapter describes the information that can be maintained exclusively for employers.
Maintaining Additional Information for Product Providers or Service Suppliers
This chapter describes the information that can be maintained exclusively for product providers or services suppliers.
Maintaining Additional Information for External Parties
This chapter describes the information that can be maintained exclusively for external parties.
Configuring Participant Information
This chapter describes the configuration settings available for controlling how participant information is presented and managed in the application.