Record a person profile

Process Overview

While recording the details for a work item, such as an intake, case, or resource, you can add a person to the system and record the person's profile.

A person profile contains an individual's name, address, identifying information, demographics, and so on. Only workers assigned to the intake, case or resource with which the person is associated are able to update person information. See About Person Management for more information.

Note

You can add a new person after you conduct a person search from an intake, case, or resource record. The system requires you to search for a person in TFACTS before you add a new profile, to help prevent the entry of duplicate records. Contact your supervisor if you discover duplicate person profiles.     

 

Follow these tasks to record (add) a person profile.

  1. In the current work item screen, click Person Search or Link Person. The Person Search screen appears.

  2. Search for the person.

  3. The persons matching your search criteria list in the Person Search Results area.

  4. If the person you want to add is not listed, click Add Person to record the new person profile. The Person Profile screen appears with the Basic tab in focus.

  5. Record the person's name and other details.

  6. Record demographic and marital information.

  7. Record the person's address.

  8. Record additional details.

  9. Record any criminal history.

  10. Record personal characteristics.   

  11. Record any safety hazard this person may pose.

Once you complete the person profile, you may need to complete an educational profile, a health profile, and a financial profile for the person.