Record a person's name and other details

Process: Record a person profile

When you create a new person profile, the system displays a screen with a number of tabs. The first is the Basic tab, on which you enter the person's name, additional names, ID numbers, birth information, and so on.

Enter these details as follows:

1. Navigate to the Person Profile screen.  Two ways are:

   • Click search at top of page and the Person Search screen appears.  Search and click the Add Person button and the Person Overview screen appears.  Click Person Profile.

   • On Home Workload page, expand an Ongoing Case, click the Person icon and the Person Overview screen appears. Click Person Profile.

    

2. If the Basic tab of the Person Profile screen is not in focus, then click the Basic tab.  

3. Enter the required fields and as much information as you can in the remaining fields.  

4. Click Add Additional Name if the person has an additional name, such as a nickname or maiden name and  record the name.
   
   Click the Populate Additional Name button to add details for the Additional Names added.

   1. Click Add Additional Name. The Additional Name screen appears.

   2. In the Name Type field, select the type of name.

   3. Enter the first name in the First Name field and the last name in the Last Name field.

   4. Enter more name details, if known.

   5. Click Save. You are returned to the Basic tab. The name appears in the Additional Names list.

5. If this is a restricted person profile, select the Confidential Profile check box.