Person

The Person page allows users to track personal information.  This page can also be used for ACTS user creation.  Persons may be associated with Agencies, Facilities, Equipment, Leases, and many other records in ACTS.  To access the Person page from the main menu, users may select the Tools module then Person.

PAGE TABS DESCRIPTION
Information This tab contains general person information such as: First and Last Name, Title, Manager, and Database Username.
Addresses The Addresses tab lists the Addresses that are associated with the Person.
Phone Numbers This tab lists the Phone Numbers that are associated with the Person.
Email Addresses The Email Addresses tab lists the Email Addresses that are associated with the Person.
Correspondence This tab logs Correspondence regarding the Person.
Agencies The Agencies tab lists the Agencies that are associated with the person.
Area This tab lists the Areas associated with the Person.
Facilities The Facilities tab lists the Facilities that are associated with the Person.
Projects This tab lists the Projects that are associated with the Person.
Portfolios The Portfolios tab lists the Portfolios that are associated with the Person.
Vendors This tab lists the Vendors that are associated with the Person.
Files The Files tab stores the Files that are associated with the Person.

Entering Data

  1. Enter all required information on the Information tab.  Note: All fields that require data are indicated by an asterisk (*).  Select the Save icon in the main menu at the top of the page before proceeding to step 2.  For data to appear as dropdown items, it must first be saved in ACTS.
  2. Users can add information on the remaining tabs by scrolling to the bottom of the page and selecting the "Add a new row" icon (i.e., the icon shaped like a plus sign).  If data for multiple rows has been added, users may select multiple items by pressing and holding CTRL and selecting the items.  Users can delete a row by selecting the icon that looks like a trashcan, and they can insert a row by selecting the arrow icon.  For a visual list of the most common icons in ACTS, click here
     
  3. On the Facilities tab, a dialog box will appear after users click the "Add a new row" icon. Enter the name or the first few letters of the desired Facility and select Search.  If the user typed in the exact name, the dialog box will close and a new row will be added with the name of the desired Facility.  If the user typed in a few letters of the name, the search results with that combination of letters will appear to the right of the dialog box.  In this case, the users should double click the desired option.  The dialog box will close, and the chosen Facility will auto-populate into the new row.