Managing Existing Person Record

Mohammed Jamal Updated by Mohammed Jamal

Existing Person records can be continuously managed in the system. It is important to keep as much information about the Care Receiver up-to-date in the system as possible - see the Adding Person Records article for more details on specific sections of data to manage.

To manage an existing Person record:

  1. Navigate to Workplace > My Work > People We Support.

Alternatively, you can navigate to Workplace > My Work > People.

 The 'People We Support' page is displayed:

  1. Select a record from the grid to open.
Use the quick search functionality on the left to find People. There is a more effective and dedicated Person Search functionality which is detailed here.

The 'Person' record page is displayed:

The Timeline view is displayed by default, and a number of tabs will allow you to navigate between different types of information:

  • Summary - displays the summary dashboards
  • About Me
  • Care Plans
  • Document View
  • All Activities
  • Pathways
  • Person Tracking
  1. Select the Edit Record button on the toolbar.

The following panel will open on the right-hand side:

  1. Make the changes as desired.
Fields that are greyed out cannot be changed, or they have dependencies which affect their value, for example, the Age field is dictated by the DOB field.
  1. Select the Save or Save and Close button at the bottom of the panel. To abandon your changes select Close.

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