Adding People Content

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Viewing and Updating Global Information

The Global Information Bar of a Person is displayed while viewing any section in the people module. The edit capability for all other information is based on permissions and your local configuration.

Editable sections in the Global Information Bar are shown in blue with dotted lines underneath.

1. Click the hyperlink to open a corresponding pop-up box to edit existing content.

Change a Person’s Name

1. Clear the current content and type in the change.

2. Click the check - icon button.

Viewing Overview Details

The Overview Details section is the initial section that is displayed when clicking on a person’s name. You can open sections from the Navigation Icons Panel or the Expanded Treeview in the Browse Panel.

The enabled sections that automatically display when you initially select the person are in read-only mode. To edit a person’s information, open the section from the link or expanded view.

1. In the Expanded Treeview of the Browse Panel, click on the person’s name or icon, or from the Navigation Icons Panel select the overview icon icon to open the Overview section.

Viewing and Updating Details

View Details

Use the Details section to view or update person details.

1. 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.

2. The free-form text space is available for edit.

View Details

Tip: The name and shortcut keys appear in a pop-up box when hovering over tools.

Edit Details

1. Enter (or edit) person’s details in the text space. This section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.

2. When the entry is complete, click the Save (disk icon) button save icon.

Viewing and Updating Pictures

View Pictures

The Pictures section stores pictures associated to 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. This will link to a pop-up window where a picture can be added.

2. Browse your computer for an image by selecting Browse.

3. Complete any additional fields and click Upload Picture when finished.

Edit Pictures

To edit a picture, click the edit icon button, and you will be able to modify a previous entry.

Delete Pictures

To delete a picture, click the delete icon button, and the entry will be removed.

Viewing and Updating Locations

View Locations

The Locations section records information about the locations directly associated to the person. It will show the type and is available to create records of all other relevant fields.

1. 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. This will link to a pop-up window where a location can be added.

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.

1. 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.

Viewing and Updating Phone Numbers

View Phone Numbers

The Phone Numbers section records phone numbers directly associated to the person.

1. 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.

View Phone Numbers

Add Phone Numbers

1. To add a phone number, click the icon button on the section title bar. This will link to a pop-up window where a phone number can be added.

Add Phone Numbers

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Phone Number when finished.

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

Viewing and Updating Email Addresses

View Email Addresses

The Email Addresses section stores email addresses and related information directly associated to the person.

1. 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.

View Email Addresses

Add Email Addresses

1. To add an email address, click the icon button on the section title bar. This will link to a pop-up window where an email address can be added.

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.

Filter Email Addresses

Viewing and Updating URLs

View URLs

The URLs section records information about URLs directly associated to the person.

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.

View URLs

Add URLs

1. To add a URL, click the icon button on the section title bar. This will link to a pop-up window where a URL can be added.

Add URLs

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save URL when finished.

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.

Filter URLs

Viewing and Updating Participants

View Participants

The Participants section lists participants associated with the person, and lets you add related 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.

View Participants

Add Participants

1. To add a participant, click the icon button on the section title bar. This will link to a pop-up window where a participant can be added.

Add Participants

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

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.

Filter Participants

Viewing and Updating Aliases

View Aliases

The Aliases section lists any aliases associated to the person.

1. 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.

View Aliases

Add Aliases

1. To add an alias, click the icon button on the section title bar. This will link to a pop-up window where an alias can be added.

Add Aliases

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Alias when finished.

Edit Aliases

To edit an alias, click the edit icon button.

Delete Aliases

To delete an alias, click the delete icon button.

Viewing and Updating Organizations

View an Organization

The Organizations section liists organizations associated to the person.

1. 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. This will link to a pop-up window where an organization can be added.

Add Organizations

Note: Required fields are outlined in red.

2. To add a new Organization, select the Add new organization button.

Organization

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

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.

Filter Organization

Viewing and Updating IDs

View IDs

The IDs section lists IDs associated with the person. It shows type, number, issuer, and other information related to the ID.

1. 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. This will link to a pop-up window where an ID can be added.

Add IDs

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save ID when finished.

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

Viewing and Updating Requests

View Requests

The Requests section records request information associated to the person.

1. 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.

View Requests

Add Requests

1. To add a Request, click the icon button on the section title bar. This will link to a pop-up window where a Request can be added.

Add Requests

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

Edit Requests

1. To edit a request, click the edit icon button, and you will be able to modify a previous entry.

Delete Requests

1. To delete a request, click the delete icon button, and the entry will be removed.

Filter Requests

You can filter request based on role, priority, ID, title, status, assignee, and date modified.

1. 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 Requests

Viewing and Updating Related People

View Related People

The Related People section records related people and information about related people who are associated with the person.

1. 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.

View Related People

Add Related People

1. To add a related person, click the icon button on the section title bar. This will link to a pop-up window where a person can be added.

Add Related People

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.

person

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

1. To edit a related person, click the edit icon button, and you will be able to modify a previous entry.

Delete Related People

1. To delete a related person, click the delete icon button, and the entry will be removed.

Filter Related People

You can filter related people based on relationship, first and last name, description, organization, phone number, and location.

1. 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 Related People

Viewing History

View History

The History section records associated events that take place in relation to 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.

View History

Deactivating a Person

Deactivate a Person

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

Restricting a Person

Restrict a Person

1. 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.