Person

Person

Add a Person

  1. Select the Person tab in the Main Panel.
  2. To add a person, click New in the Quick Access Toolbar and a new row at the bottom of the Person table will be added.
  3. Click the Active checkbox to identify whether a Person is currently active. When inactive, this record will not display in drop-down menus during Import and Manual Data Entry (MDE).
  4. Click in the Name cell and enter the person's name.
  5. Click in the Organisation cell and add their organisation name.
  6. Click in the Role cell and add the person's role.
  7. Click Save in the Quick Access Toolbar.

 

Modify a Person

  1. Select the Person tab in the Main Panel.
  2. Modify the person(s) as required. Any changes will appear in italics.
  3. Click Save in the Quick Access Toolbar at any point to save changes and continue, otherwise when you Close the Person tab you will be prompted to save your changes.

 

Delete a Person

  1. Click anywhere in the row for that person.
  2. Click to check the Delete checkbox(es) against any person(s) that you wish to delete.
  3. Click Save in the Quick Access Toolbar at any point to save changes and continue, otherwise when you Close the Person tab you will be prompted to save your changes.

Note

Personnel information is able to be attached to data when it is being imported and when data is being entered into a datasheet using Manual Data Entry.

You are not able to delete a person if they are attached to data in the database. You will need to remove that data to remove this person from the Person grid view.

 

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