Person Details in Nano
The Person details window is used to record information about every user, analyst, and external supplier in your vFire system.
Before you start
To view person details you must have User View, Analyst View, and External Contact View selected in the People tab of your Configuration Management Security Role to view the details of users, analysts, and external contacts (respectively).
To edit person details you must have User Update, Analyst Update, and External Contact Update selected in the People tab of your Configuration Management Security Role to update users, analysts, and external contacts (respectively).
Access Person details from:
Person Search | Double-click on the record you want to open. |
Request Details | One-click the person name to view details in a window to the right of the screen. Read only. Double-click the person name to open the details in a new window over the screen. |
Completing the Person Details
There is no specific order in which you need to complete the fields. One or more fields may be mandatory depending on how your system has been configured. If you do not complete a mandatory field, the system will prompt you to complete the mandatory field when you try to Save.
Fields may vary depending on how the System Administrator has designed the screen. Only the standard fields are described.
Complete the fields.
First Name | The person's first name. Start typing or clear the field by pressing the beside the name. |
Surname | The person's surname. Start typing or clear the field by pressing the beside the name. |
Telephone | The person's telephone number. Start typing or clear the field by pressing the beside the name. |
Organization |
The person's organization. Start keying in the name; after three characters are entered records will be displayed beneath the field, updating as more characters are entered. Select the organization from the list. Clear the field by pressing the beside the name. |
Location | If you have already selected the organization and if it is linked to a location, the Location field is automatically completed. If the field is empty, start keying in the name; after three characters are entered records will be displayed beneath the field, updating as more characters are entered. Select the location from the list. Clear the field by pressing the beside the name. |
VIP Status | Select to display the list of VIP Statuses. The status is displayed whenever the User is linked to a call or request, so the Analyst dealing with it is aware of the User’s VIP status. You can also search and report on calls based on VIP status. VIP statuses are defined by the System Administrator in the User VIP Status window in System Admin. |
Background | Use this field to describe the Analyst's expertise and skills. |
Press to save the changes and close the window.
Press to cancel the changes and close the window.