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How to edit a person's details

From the Main Screen:

Step Action Result
1 Select People The People List is displayed
2 Click Edit button A blank Personal Details form is displayed
3 Edit 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. There must be a valid email address 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 included 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
Note: Changing a person's details in the People List does not change their access to the system. You may need to change their security group membership if required. See Security section for further information.

Contents | People