Step 1: Navigate to the People Involved Section
Step 2: Indicate No People Involved
Step 3: Add a Person or Property Owner
4. Add from Occupancy Record
- Use the Occupancy icon to add people associated with the occupancy record.
5. Select Person(s) from Contact List
- In the contact list, use the checkboxes to select the person or people involved.
- Click Save.
6. Edit the Person’s Record
- If added from the occupancy record, click the pencil icon in the Actions column to open the Person Involved modal.
7. Identify Person Type and Property Ownership
8. Enter Personal Information
Fill in relevant personal details, such as:
Name
Age
Date of Birth
Gender
9. Enter Contact Information
Enter all relevant contact information, including:
10. Add Phone Numbers
Use the Phone Number modal to input one or more phone numbers.
Select Contact Type (e.g., Mobile, Home, Work).
Indicate Primary or Preferred using toggles if needed.
11. Enter Address Information
- Select or add the address associated with the person.
- From the selected address row, click to edit.
12. Fill in Address Details
- Input the following address details as needed:
- Contact Type
- Phone Number
- Street Address
- City
- State
- Zip Code
- Use toggles to indicate yes or true statement.
13. Add Insurance Information
- Click + Add under the Insurance section.
14. Complete Insurance Fields
- Required insurance fields include:
Insurance Company Name
Policy Number
Phone Number
You can also upload an image of the insurance card using the upload field.