Add a Role

The People panel contains information about people or businesses associated with the case. People or businesses are assigned to different roles depending on what they are responsible for. Some case templates may include default roles set up by the administrator, which are listed on the left side of the panel.

NOTE: One person may have no roles or several different roles in a single case. For example, the builder of a residential property can also be the applicant, owner, and occupant. In order to accurately depict each role, the individual should be added to the case for each role they represent. If more than one role code is added, only the first role code selected is displayed in the People panel.

Complete one of the following options to add a role to a case:

  1. To add a role to the case, click Lookup to the right of the Role Code field to open a selection window.

  1. Select the check box next to the role code(s) you wish to add.

NOTE: One person may have several different roles in a single case. For example, the builder of a residential property can also be the applicant, owner, and occupant. In order to accurately depict each role, the individual should be added to the case for each role they represent. Additional roles can be added only after the case is created. If more than one role code is added, only the first role code selected is displayed in the People panel.

  1. Click Submit.

NOTE: If you selected more than one role, you can switch between the roles by selecting the one you want to view on the left side of the Add People panel, or by using the arrows at the bottom of the panel.

  1. Click Lookup to the right of the Name field to open a selection window. The list of people is filtered by the selected Role Code.

NOTE: If any text is entered in the Name field, the list is filtered by the text entered rather than the selected Role Code.

  1. Select the name and click Submit.

Once you have selected the Name, other fields may automatically populate with additional information if it is configured by the administrator.

If you have entered information about a person not already saved in the database, select the Add To People check box to save that person's information to the database.

  1. Enter any additional information.
  1. Enter any Comments.

NOTE: If you are adding people from the summary page, you need to click Save to add them to the case.

For an explanation of the People panel fields, see People Panel Fields.

Once you have entered one role, the Copy from Role drop-down list is available on all subsequent roles; all roles that have been completed appear in the drop-down list. This makes it easy to copy information you have entered from one role to another role.

  1. Click the Copy from Role drop-down list.
  1. Click the role you wish to copy from the drop-down list. The information is automatically entered into the current role.

Once you have selected the role, other fields may automatically populate with additional information if it is configured by the administrator.

  1. Enter any additional information.
  2. Enter any Comments.

NOTE: If you are adding people from the summary page, you need to click Save to add the people to the case.

For an explanation of the People panel fields, see People Panel Fields.