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How to add a new person to the People List

From the Main Screen:

Step Action Result
1 Select People The People List is displayed
2 Click New button A blank Personal Details form is displayed
3 Enter details as required. Note that many of the fields allow free text entry. The application does not generally enforce any rules regarding duplication etc. in these areas.

Notes:

  1. Name fields are mandatory
  2. An email address must be entered for the person to receive emails generated by the application
  3. 1st level supervisors must be entered for reminder escalation to work. 1st and 2nd level supervisors must be entered for IDP functionality to work correctly.
4 Attachments tabbed section: If there are any external documents that provide useful information to the record, they may be added as attachments. The attachments are associated with this record
5 Click Save button Saves the changes
6 Click Close button Closes the record, and returns you to the People List
Notes:
  • Adding a person to the People List does not give them access to the system. To give the person access to view / edit records held in the application, a User ID must be created for them and they will need to be added to security groups as required. See Security section for further information.
  • If you are adding more than one person to the People List, you may find it quicker to click the New button after creating each record. This will save changes, close the record, and open a new, blank one.

Contents | People