Personal Details

This window is used to maintain information about an external Personal captured during the Add External Personnel wizard.

Prerequisites

Rules and Guidelines

  • Name, address, and contact details are maintained on the Personal Details window. The Title, Surname, and Other Names are the only compulsory fields.

Field Information

The classification that identifies this External Personal as either a volunteer, contractor etc.

The following section of the Personal Details window allows for their personal and contact details to be entered and recorded. This includes

Title, Surname, Other Names, Date of Birth, Gender, Preferred Gender Identity, Preferred Pronoun, Marital Status, included are address and contact details.

If the external person is a contractor, the contracting company details can be recorded.

Comments about the External Person are recorded for reference and reporting purposes only.