Person Records
Use these articles to add new individuals, edit existing records, merge duplicates.
By Yusef and 1 other2 authors39 articles
- Access to restricted person recordsIn this article, we explain when record restrictions take effect and what happens if a worker is restricted.
- Add more than one consent type to a person's summaryIn this article, we explain why adding a second consent type ends the first.
- Move, add, change or edit a person addressSteps to add a new address or move a person to a different address in Mosaic, including how to edit other address details.
- Advice when person merge is preventedIn this article, we explain an error encountered during a person merge attempt.
- Amend person detailsIn this article, we show how to amend a person's details in Mosaic.
- Amend a person noteWhat to do if you need to amend start or end dates on a person note, or delete a person note entirely.
- Amount of data recorded against a person or organisationWhether there's a limit to the data recorded against a person or organisation in Mosaic, and what to do if you're experiencing performance issues.
- Allow workers to clear their own locksIn this article, we show how users can access the lock manager in Mosaic and explain whether they can remove their own locks.
- Change an organisation addressIn this article, we show how to change an organisation's address in Mosaic.
- Correct UserID misspellings and name changesIn this article, we explain how to fix a misspelt UserID and what to do if a user's name changes.
- Create custom or dummy addressesIn this article, we explain whether you can create custom or dummy addresses in Mosaic.
- Duplicate person checkIn this article, we explain how the criteria work for triggering the duplicate warning when adding a new person in Mosaic.
- Enable person mergeSteps to enable and schedule a person merge job in Mosaic, including merge calls for Oracle and SQL Server and how to monitor progress.
- Gender and name recordingIn this article, we outline what to consider when recording gender and names before upgrading to Mosaic 22.1 or 22.2.
- Group work history showing work of a related person who is not a member of the groupIn this article, we explain why group work history may show work from a related person who isn’t a member of the group.
- Incorrect person at the Person header in Add Provision screen on a purchase workstepIn this article, we explain why the Add Provision screen may show the wrong Service Username in the Person header.
- Linked tables for the telephone numbers and email page in the person summary menuIn this article, we identify the specific tables that are linked to telephone numbers or email page in the person summary menu.
- Merge message of both person IDs have person gender identities recordedIn this article, we explain why Mosaic shows a message about both Person IDs having gender identities recorded with notes.
- Merge prevented as a person is an allocated Party in a Care package for another personIn this article, we explain why a merge can't be performed when a person is an allocated party in a care package.
- Merge warning still appears on Person summary screen despite the merge being successfulIn this article, we clarify why the merge warning message may still appear even after a successful merge.
- Next button on add person requires two clicksIn this article, we explain why the Next button on Add Person may require two clicks after selecting child context and RLA.
- Notification displayed when searching for a Mosaic person recordWhy you might see a 'Too many matches' notification when searching for a person record, even when using only the person reference, and what you can do to resolve it.
- Person delete job did not runIn this article, we look at why the person delete job may not run and why some records remain in a PENDING state.
- Recent work widget on a worker's homepageHow the Recent Work widget on a worker's homepage is populated, including the ordering logic used to display steps.
- Report for worker act for permissionsIn this article, we identify whether a report exists to provide information on Worker Act for permissions.
- Restrict worker relationships from worker rolesIn this article, we will explain how to restrict a worker relationship of a specific worker role type with all other worker roles.
- Restricted person modeIn this article, we explain why a worker may access a restricted person record when acting for another worker who has permission.
- SSAFA Ebis not pulling data from Mosaic following a person mergeIn this article, we explore why Ebis may not be pulling data from Mosaic, leading to missing cases and records.
- Team workview doesn't display correctly when acting for another workerIn this article, we explain why My Team Workview may not display correctly when you're acting for another worker.
- Update assignment and cancel work shows or workers without permissionIn this article, we show why Workview displays options workers can't use due to missing permissions.
- Update multiple addresses from the group summary address panelIn this article, we explain how to update multiple addresses in the Group Summary Address panel.
- Update multiple person addressesIn this article, we show how to update multiple person addresses in Mosaic.
- Update person merge when answer is subject IDIn this article, we clarify whether MO_FORM_ANSWER_ROWS.HANDLER_ROW_IDENTIFIER updates during a person merge when the answer is a subject ID
- Location of the Unique Property Reference Number for an addressIn this article, we cover how Mosaic handles Unique Property Reference Numbers (UPRNs) and the LA_ADDRESSES table.
- Worker end date reasons reference data not filtered by contextIn this article, we explain why worker end date reasons aren’t filtered by context.
- Amend the collaborators listIn this article, we look at how to add, modify, or delete a collaborator from a list.
- Impact of a new email encryption method on MosaicIn this article, we explore how a new email encryption method affects Mosaic and how to test secure and sensitive emails.
- Seeking for a list of users who have logged into MosaicIn this article, we explain how to get a list of workers who accessed Mosaic on a specific date when the standard report times out.
- Change a person's contextSteps to manually trigger a context recalculation for a person record in Mosaic.