Add People Content

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The People Module has the following components:

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 check - icon 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 Details icon 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  save icon.

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 Picture section icon icon to open the Pictures section.

View Pictures

Add Pictures

1. To add a picture, click the icon 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 edit icon button.

Delete Pictures

To delete a picture, click the delete icon 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 location icon icon to open the Locations section.

Add Locations

1. To add a location, click the icon 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 edit icon button.

Delete Location

To delete a location, click the delete icon 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 phone icon icon to open the Phone Numbers section.

Add Phone Numbers

1. To add a phone number, click the icon 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 edit icon button.

Delete Phone Numbers

To delete a phone number, click the delete icon 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.

Filter Phone Numbers

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 email addresses icon icon to open the Email Addresses section.

Add Email Addresses

1. To add an email address, click the icon 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 edit icon button.

Delete Email Addresses

To delete an email address, click the delete icon 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 URLs section icon icon to open the URLs section.

Add URLs

1. To add a URL, click the icon 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 edit icon button.

Delete URLs

To delete a URL, click the delete icon 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 Participants - icon icon to open the Participants section.

Add Participants

1. To add a participant, click the icon 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 edit icon button.

Delete Participants

To delete a participant, click the delete icon 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 DBAs section icon to open the Aliases section.

Add Aliases

1. To add an alias, click the icon 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 edit icon button.

Delete Aliases

To delete an alias, click the delete icon 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 Navigation Icons Panel icon to open the Organizations section.

Add Organizations

1. To add an organization, click the icon 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 Add new organization button.

3. Complete the required fields and any additional fields and click Save Organization.

Edit Organizations

To edit an organization, click the edit icon button.

Delete Organizations

To delete an organization, click the delete icon 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 IDs section 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 edit icon button.

Delete IDs

To delete an ID, click the delete icon 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.

Filter IDs

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 Cases section icon to open the Requests section.

Add Requests

1. To add a Request, click the icon 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 edit icon button.

Delete Requests

To delete a request, click the delete icon 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 icon 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 edit icon button.

Delete Consultations

To delete a consultation, click the delete icon 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 arrow icon icon to open the Related People section.

Add Related People

1. To add a related person, click the icon 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 add new person icon 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 edit icon button.

Delete Related People

To delete a related person, click the delete icon 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 bell icon icon to open the History section.

Deactivate a Person

In the Action Panel, click the deactivate icon button (as an authorized user).

Restricting a Person

In the Action Panel, check the restrict icon check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.