Information relating to a person can be recorded on the person details screen accessible via the side menu.
The options displayed for a person differ for adults and children, and in some cases according to your site's configuration.
In addition to the side menu, person details can be amended using the Change links available on the panels within the summary tab. This provides quick one-click access to edit the information rather than using the side menu.
The following person details can be amended directly using the Change links available on the panel header:
Address.
Basic details.
Other names.
Contact details.
Consent.
Worker, personal and organisational relationships.
GP.
Looked after and Non Looked after legal status.
Current communication needs.
Register entries.
Classes.
Service user groups.
Reference numbers.
Warnings.
Notes.
📌 Note: If you do not have permission to change an element, the View button will be available.
To display the person, amend basic details screen:
Select Person Details, Basic Details from the Person Summary side menu.
Make your changes as required and then click Save. If you click Cancel changes will not be saved.