The People Module has the following components:
- Global Information
- Details
- Pictures
- Locations
- Phone Numbers
- Email Addresses
- URLs
- Participants
- Aliases
- Organizations
- IDs
- Requests
- Tasks
- Consultations
- Related People
- History
- Deactivation
- Restrict a Person
View and Update Global Information
The Global Information Bar of a Person is displayed while viewing any section in the people module. The edit capability is based on permissions and your local configuration.
Editable sections in the Global Information Bar are shown in blue.
1. Click the blue text to open the content for editing.
Change a Person’s Name
1. Click the blue text to open the content for editing.
2. Clear the current content and type in the change.
3. Click the button.
View and Update Details
In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the icon to open the Details section.
Edit Details
1. Enter (or edit) person’s details in the text space. This section provides tools to format text, add hyperlinks, or attach a file.
2. When the entry is complete, click Save .
Tip: Hover over tools to view their function.
View and Update Pictures
View Pictures
The Pictures section stores pictures associated with the person. It will show the filename, description, who and when it was added as well as a thumbnail.
1. In the Expanded Treeview of the Browse Panel, click on the Picture section title or icon, or from the Navigation Icons Panel select the icon to open the Pictures section.
Add Pictures
1. To add a picture, click the button on the section title bar. The Upload Picture window opens.
2. Browse your computer for an image.
3. Complete any additional fields and click Upload Picture.
Edit Pictures
To edit a picture, click the button.
Delete Pictures
To delete a picture, click the button.
View and Update Locations
View Locations
The Locations section lists locations associated with the person.
In the Expanded Treeview of the Browse Panel, click on the Locations section title or icon, or from the Navigation Icons Panel select the icon to open the Locations section.
Add Locations
1. To add a location, click the button on the section title bar. The Add Location window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Location when finished.
Edit Location
To edit a location, click the button.
Delete Location
To delete a location, click the button.
Filter Location
You can filter locations based on type, addresses, city, state/province, zip/postal code, country, date last modified, or who it was last modified by.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update Phone Numbers
View Phone Numbers
In the Expanded Treeview of the Browse Panel, click on the Phone Numbers section title or icon, or from the Navigation Icons Panel select the icon to open the Phone Numbers section.
Add Phone Numbers
1. To add a phone number, click the button on the section title bar. The Add New Phone Number window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Phone Number.
Edit Phone Numbers
To edit a phone number, click the button.
Delete Phone Numbers
To delete a phone number, click the button.
Filter Phone Numbers
You can filter phone numbers based on type, phone number, description, who modified it, and when it was last modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update Email Addresses
View Email Addresses
In the Expanded Treeview of the Browse Panel, click on the Email Addresses section title or icon, or from the Navigation Icons Panel select the icon to open the Email Addresses section.
Add Email Addresses
1. To add an email address, click the button on the section title bar. The Add New Email Address window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Email Address when finished.
Edit Email Addresses
To edit an email address, click the button.
Delete Email Addresses
To delete an email address, click the button.
Filter Email Addresses
You can filter email addresses based on type, email address, description, who it was modified by, and the date last modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update URLs
View URLs
In the Expanded Treeview of the Browse Panel, click on the URLs section title or icon, or from the Navigation Icons Panel select the icon to open the URLs section.
Add URLs
1. To add a URL, click the button on the section title bar. The Add New URL window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save URL .
Edit URLs
To edit a URL, click the button.
Delete URLs
To delete a URL, click the button.
Filter URLs
You can filter URLs based on type, addresses, URL, description, who it was modified by, and when it was last modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update Participants
View Participants
In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the icon to open the Participants section.
Add Participants
1. To add a participant, click the button on the section title bar. The Add Participant window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save .
Edit Participants
To edit a participant, click the button.
Delete Participants
To delete a participant, click the button.
Filter Participants
You can filter participants based on type or name.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update Aliases
View Aliases
In the Expanded Treeview of the Browse Panel, click on the Aliases section title or icon, or from the Navigation Icons Panel select the icon to open the Aliases section.
Add Aliases
1. To add an alias, click the button on the section title bar. The Add New Alias window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Alias.
Edit Aliases
To edit an alias, click the button.
Delete Aliases
To delete an alias, click the button.
View and Update Organizations
View an Organization
In the Expanded Treeview of the Browse Panel, click on the Organizations section title or icon, or from the Navigation Icons Panel select the icon to open the Organizations section.
Add Organizations
1. To add an organization, click the button on the section title bar. The Add Organization window opens.
Note: Required fields are outlined in red.
2. To add a new Organization, select the button.
3. Complete the required fields and any additional fields and click Save Organization.
Edit Organizations
To edit an organization, click the button.
Delete Organizations
To delete an organization, click the button.
Filter Organization
You can filter organizations based on role, organization, organization type, ID, primary contact, phone number, or location.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update IDs
View IDs
In the Expanded Treeview of the Browse Panel, click on the IDs section title or icon, or from the Navigation Icons Panel select the icon to open the IDs section.
Add IDs
1. To add an ID, click the button on the section title bar. The Add New Identification window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save ID.
Edit IDs
To edit an ID, click the button.
Delete IDs
To delete an ID, click the button.
Filter IDs
You can filter IDs based on ID type, number, issuer, year issued, who it was last modified by, and who last modified it.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update Requests
View Requests
In the Expanded Treeview of the Browse Panel, click on the Requests section title or icon, or from the Navigation Icons Panel select the icon to open the Requests section.
Add Requests
1. To add a Request, click the button on the section title bar. The Add FOIA Request Association window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save.
Edit Requests
To edit a request, click the button.
Delete Requests
To delete a request, click the button.
Filter Requests
You can filter requests based on role, priority, request number, title, status, assignee, and date modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Tasks
View Tasks
The Tasks section lists task information associated with the person. In the Expanded Treeview of the Browse Panel, click on the Tasks section title or icon, or from the Navigation Icons Panel select the icon to open the Tasks section.
Consultations
View Consultations
In the Expanded Treeview of the Browse Panel, click on the Consultation section title or icon, or from the Navigation Icons Panel select the icon to open the Consultations section.
Add Consultations
1. To add a Consultation, click the button on the section title bar. The Add Consultation Association window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save.
Edit Consultations
To edit a consultation, click the button.
Delete Consultations
To delete a consultation, click the button.
Filter Consultations
You can filter consultations based on role, priority, ID, title, status, assignee, and date modified.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update Related People
View Related People
The Related People section records related people and information about people who are associated with the person.
In the Expanded Treeview of the Browse Panel, click on the Related People section title or icon, or from the Navigation Icons Panel select the icon to open the Related People section.
Add Related People
1. To add a related person, click the button on the section title bar. The Add person window opens.
Note: Required fields are outlined in red.
2. To add a new Person, select the button where you can add a new person that isn’t currently in the system.
Note: Required fields are outlined in red.
3. Complete the required fields to add a new person and any additional fields, then click Save Person.
Edit Related People
To edit a related person, click the button.
Delete Related People
To delete a related person, click the button.
Filter Related People
You can filter related people based on relationship, first and last name, description, organization, phone number, and location.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View History
The History section records events associated with the person.
1. In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the icon to open the History section.
Deactivate a Person
In the Action Panel, click the button (as an authorized user).
Restricting a Person
In the Action Panel, check the check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.