Person navigation
Like the Case View, the Person View
shows a header and a body.
Use this screen to show and change all Person
information, including involvements, contact information, and documents.
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Header
The Person Header
shows an image of the person, if available, plus their name, date of birth, gender, weight, ethnicity, and hair color.
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Navigation buttons
Under the header is a row of buttons. Each button, when clicked, changes the data shown in the page Folder View. Most of the buttons have a dropdown beside it. The dropdown has a list of options to add or update data on the person.
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Summary
Click Summary to show the Person Folder View
.
The form shows all information associated to the selected Person
, including links to edit the information.
Refer to Person for more information.
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-
Click to show the
Update Person
form. -
Click to show the
Update Address
form. -
Click to show the
Update Telephone
form. -
Click to show the
Update Email
form.
The Summary
dropdown
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-
Select
Update Person
to manage information, including name, date of birth, appearance, and a Header photo. -
Select
Add Address
to add an address for thePerson
. -
Select
Add E-mail
to add an email address for thePerson
. -
Select
Add Telephone
to add a telephone number for thePerson
. -
Select
Add Identification
to add identifying documents for thePerson
. -
Select
Add Person Attribute
to add descriptive attributes for thePerson
. -
Select
Add Note
to add a note to thePerson
. -
Select
Search involvements
to find all involvements for aPerson
by involvement type or date of involvement. -
Select
Person Merge (beta)
to Merge person records.
File cabinet
Click File Cabinet to show the File Cabinet Folder View
.
For more information, refer to File cabinet.
Relationships
The Relationship Folder View
shows all relationships of the selected person and allows for quick editing by clicking a relationship.
Refer to Relationships for more information.
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Person folder
The body of the Person
page shows data in panels, determined by the active tab.
Tab | Description |
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The |
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Use the |
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Use the |
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Use the |