When you create a person, Mosaic checks for potential duplicates before saving the record. This helps prevent duplicate entries in the system. You need to provide at least some identifying information, and you must classify the person as a child or adult.
⚠️Important: Before creating a new person, always search for existing records first to avoid duplicates.
Required information
To create a person record, you must provide at least one of the following:
First name.
Last name.
Date of birth.
You must also specify:Context - whether the person is a Child or Adult.
Primary service user group - If you are assigning any service user groups during creation.
Create a person record
Navigate to the person creation screen.
Enter the person's details, including at least one of: First name, Last name, or Date of birth.
Select the Context as either Child or Adult.
If applicable, assign one or more Service user groups and mark one as Primary.
Click Save or proceed to submit the record.
Mosaic runs a duplicate check automatically. If potential matches are found, review the results.
If the person already exists, select the existing record. If the person is new, confirm and proceed with creation.
Optionally, assign an address during or after creation.
📌Note: The duplicate check uses phonetic name matching, date of birth proximity, and address similarity to identify potential matches.
Validation rules
Identifying information | You must provide at least one of: first name, last name, or Date of birth. |
Date of birth limit | Date of birth cannot be more than 9 months in the future. This allows unborn child records but prevents dates entered too far ahead. |
Primary service user group | If you assign any service user groups, one must be marked as primary. |
Troubleshooting
Issue | Cause | What to do |
At least one of first name, last name or date of birth is required. | No identifying information has been entered. | Enter at least one of these fields . |
Date of birth cannot be more than 9 months in the future. | A future date has been entered beyond the unborn child threshold. | Check the date you have entered is correct. |
Primary service user group required. | Service user groups have been assigned but none is marked as primary. | Select one group as the primary group. |