People

A person performs the work task for assessment. People may be added using actual names or could be added as anonymous people.

Note: People can also be set up through the JAS portal, see Adding people through the JAS portal.

Select the People tab to manage People.

Adding

Click on the + sign.

A new person will be created with the following fields, the only required field is Given name:

• Given name (required field) - person's name, this is a required field but can be set as anonymous e.g. Anonymous1.
• Family name (optional field) - family name.
• Phone (optional field) - phone number.
• Email (optional field) - email address.
• Birth year (optional field) - year of birth.
• Sex (optional field) - male (M), female(F) or leave empty(-).
• Shift (optional field) - person's normal shift.
• Role (optional field) - person's normal work role.
• Tags (optional field) - tags are optional but are useful for searching and reporting, see Tags.
• Notes (optional field) - any relevant notes.

Save the person or Cancel to discard the record. Upon saving the new person will appear in the listing.

Editing

Swipe left on an existing person and select Edit.

The person record will open. Make any required changes and Save the record or Cancel to discard the changes.

Archiving

Archiving can only be done through the portal, see Archiving People through the JAS portal.

Deleting

Swipe left on an existing person and either select Delete or swipe fully to the left.

A confirmation message will appear.

Click Trash to confirm the deletion or Cancel to cancel the deletion action.

Searching

Enter a search term in the search bar

The person list will filter as you add characters into the search bar.