Select or add a person record to a work item

While you are completing a work item, such as an intake, you can complete a person search to select an existing person record for the work item. Before you select the record, you can view details for a person to verify you are selecting the correct person. If the person does not exist in the system, you can add the new person to the system and then select him or her for the work item.

Note

Before you add a new person to the system, you must perform a search. This helps to make sure that you do not enter a record for a person who already exists in the system. If the person record already exists, you can view or select it for the current work item you are completing. You can record a new person only from an intake, case, or resource record.

Follow these steps to select or add a person record to a work item.

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

    This screen has two areas: Quick Person Search Criteria and Advanced Search Criteria.

  2. Enter the criteria you want to use in your search.

    If you know the person ID, SSN, or a reference number, enter it under Quick Person Search Criteria.

    If you do not have that detail, enter the person's last name under Advanced Search Criteria. You can enter additional criteria to narrow the search results.

  3. Click Search. The matching person records appear in the Person Search Results area.

  4. (Optional) In the Name column, click [name] link to view information about the person.

  5. Click the select link to add this person to the work item. You are returned to the screen from where you started the search.

  6. (Optional) If the person is not in the system, click Add Person to record a new person profile in the system.