To store personal and official information, you can create
and maintain records about people in your organization, such as users,
laborers, asset owners, supervisors, and individuals who receive workflow
notifications.
Before you begin
You create person records for any individual who could appear
on another record. However, you must create a person record for each
individual who has a labor or user record.
Procedure
- In the People application, click New Person.
- Optional: If the Person field
is blank, type a unique person identifier.
- Specify employee and workplace-related information. If you change the First Name field
or Last Name field, these changes overwrite
the nickname in the Display Name field.
- Optional: Type a nickname in the Display
Name field.
- Optional: Specify workflow and work order information,
important dates, and procurement card details.
- Click Save Person.
What to do next
The information in the Personal section of the person record
is shared with the Labor and Users applications. You can enter or
change the information in these fields from any of these three applications.