Overview of People

The People Page

The new People module provides flexible contact management functionality. New contacts can be added from Complaints, Case Files, Forms, and directly from the People module.

  • Users can merge existing people.
  • People can be associated with many Organization(s).

Features

  • Search for a person
  • Add new People
  • Edit People
  • Activate or Deactivate People 
  • Merge People
  • People changes included in audits
  • People ACL – Protected with mandatory exclusion
  • Can Integration with external Contacts Management Systems
  • People relationships with other people
  • Administrators ability to manage relationship types
  • Add and Remove People to/from Cases, Complaints, Tasks, etc.
  • Ability to enable address validation: If validation is enabled, a new address is validated against a validation services and return a list of valid addresses for the user to select from.

You can locate and open the People module from the Navigation Frame.

1. To open the People module from anywhere in ArkCase, click the Peopletab in the Navigation Frame.

Navigation Frame

Note: By default, ArkCase selects the first person on the list (items list in alphabetical order based on last name), and opens all People sections that are enabled on the Preferences page.

People Display

When opening to view a person, sections automatically display only if they are enabled in People preferences. You can open disabled sections from the icons in the Navigation Icons Panel or the Expanded Treeview in the Browse Panel.

Note: The enabled sections that automatically display when you initially select a person are in read-only mode.

 Summary Panel

A summary (metadata) of the selected person appears as the first section of the detail.

 Summary Panel

The summary gives a top-level overview of the person. The system assigns the status and the person’s ID. Your local configuration may generate other information.

People Actions

The actions you can take on a person depend on your local configuration and permissions. For example, a read-only permission may apply to people to which you are not the associated with.

People Actions

Use the Action Panel to:

  • Deactivate a person
  • Restrict view and modification of a person.
  • Refresh the people page.

People Navigation Icons Panel

If the panel view is expanded, each section can be opened by clicking the associated link.

People Navigation Icons Panel

Note: The name of the section appears when hovering over each icon.

By default, the panel view is enabled.  To change the default, open the Preferences page.

Browse Panel

ArkCase displays a list of all People that you are authorized to view or act on. The default order of the list is alphabetical based off the person’s last name. The Browse Panel makes available several ways to find and view People.

Browse Panel