Understand person management in Mosaic
Person management is where you create, view, update, and manage person records in Mosaic.
A person record is the foundation of all casework in Mosaic. Every workflow step, form, case note, and care package links back to a person record. You can use person management to maintain accurate records for the people you work with.
What you can do in person management
You can use person management to:
Create new person records, including records for unborn children.
Search for existing persons using a range of criteria.
View and update personal details, names, addresses, and demographics.
Manage relationships between people, organisations, and workers.
Assign service user groups to classify people for reporting and service eligibility.
Detect and merge duplicate records.
Restrict access to sensitive person records.
Key concepts
Context
Every person is classified as either **Child** or **Adult**. The context determines which workflows and services are available for that person.
Service user groups
Service user groups are categories such as Child Services, Looked After Child, Adult Services, and others. Every person must have one primary service user group assigned. You can also assign secondary groups.
For more detail, see Assign and manage service user groups.
Restricted persons
Some person records are marked as restricted. This means only users with specific permissions can view the full details. Restricted records still appear in search results, but with limited information visible.
For more detail, see Understand restricted person records.
Related areas
Workflows and steps link to person records. See Workflow and step management for more detail.
Documents and forms attach to person records. See the Forms system for more detail.