Creating a Person
1. Navigation Menu » + Add \ Person
2. From the Case View click the Persons Tab
What is the difference between a Person in your Organization and a Person in a Case?
Person in your Organization – SAFE is set up in such a way that every person in your Organization is unique. This means you enter a Person one time and then use that one Person everywhere in the Organization. Therefore, if you create John Doe as a Person in the Organization, you can then use John Doe on the Checkout Screen, Item Entry Screen and many other places.
Person in a Case - So, just like I can check an item out to John Doe or enter an item for John Doe, I can also make John Doe a Type of person in my case.
This is the Persons Tab from within the case I was viewing. You will not see these options if you go to the Navigation Menu \ Add \ Person.
Adding a Person from the Navigation Menu
1. Navigation Menu \ Add \ Person
Type the Required First Name and Last Name of the Person you would like to add. You may also choose to enter a Business Name, in which case First and Last name will not be required. Next, type in their Address and Add them to a Case or choose a Person Type. Finally, click Save & Choose an Option.
Fields on the Add Person Page
Business Name - Type the name of the business you wish to add. If you choose to do this, a first and last name will no longer be required, as it is irrelevant.
First Name - Type the first name of the person you wish to add. This is a Required field.
Middle Name - Type the middle name of the person you wish to add if you know what it is.
Last Name - Type the last name of the person you wish to add. This is a Required field.
Alias - Type in an Alias (other names this person goes by) for this person if they have them.
Driver’s License - Type in the Driver’s License number for this individual.
Race - Click anywhere in the Race field to bring up a list of options to choose from.
Gender - Click anywhere in the Gender field to bring up a list of options to choose from.
Date of Birth - Record their date of birth in this field. You may wish to use the calendar icon in this field, or enter the date manually.
Mobile Phone - Type in a mobile phone number that is associated with this person.
Other Phone - Type in a phone number that is associated with this person.
Email - If they have an email address they wish to disclose, enter that here.
Deceased - Is this individual still alive?
Juvenile - Click the box next to juvenile if the individual is under age 18. This box is based solely on age, not attitude.
Type - Type of Address associated with this Person/Business (Work, Home, or Other).
Country - The country this Person/Business is located in. Choose via the selectable list.
Address 1 / Address 2 - Type the Work, Home, or Other Address of this Person
City - Type the City this Person/Business is located in.
State - Type the State this Person/Business is located in.
Postal Code - Type the Postal Code for this Person/Business (known as a zip code in the United States).
Add to Case - Type the exact Case Number you would like to add this individual to.
Person Type - Click anywhere in the Person Type field to bring up a list of options to choose from. This is a Required field.
Note - You may type a brief Note, perhaps with information regarding this individual.
Buttons on the Add Person Page - Save - This button saves the information you just entered about the Person. Next to it, you can make additional choices.
Adding a Person to a Case from the Case View
2. On the Case View screen, click the Persons tab, then click Add Person. This will take you to the Add Person screen. Type the Required First Name and Last Name of the Person you would like to add to the Case you were just viewing. You may also choose to enter a Business Name, in which case First and Last name will not be required. The Add to Case field will have the Case Number of the Case you were just viewing. Finally, select a Required Person Type and click Save & Choose an Option.
After clicking Save & Choose an Option, if the Person you just added has a duplicate(s) in the system, the following pop-up will appear.
You may now click Add This Person (adds a Person previously entered who you pick), Proceed anyway (adds the Person you just entered), or Cancel. Once the Person is saved in the Case, and you are back on the Persons Tab of the Case View screen, you can continue to add Persons. You also have the option from the Actions Menu of Removing the Selected Person from the Case you’re viewing (if you have the appropriate permissions). First, select the Person you wish to Remove, then click the Actions Menu and choose Remove Selected Person.
You can now Remove that Person from the Case.