NERIS Documentation - People Involved General Information

NERIS Documentation - People Involved General Information

Purpose

  1. The purpose of this article is to demonstrate the General Information section when documenting People Involved in a Fire report.

Video


Directions

1. From within a Fire report select on the People Involved section and select the People Involved tab.


From within a Fire report select on the People Involved section and select the People Involved tab.



2. If persons involved were not recorded you can document that by selecting the icon.


If persons involved were not recorded you can document that by selecting the icon.



3. To begin documenting people involved select the +Add button.





4. If the incident is at an address that has contacts within the Occupancy record, use the expand arrow and select Add from Occupancy.


If the incident is at an address that has contacts within the Occupancy record, using the expand arrow and select Add from Occupancy.



5. When adding from the Occupancy, a list of contacts from that Occupancy will populate, select on the person then select Save.


When adding from the Occupancy, a list of contacts from that Occupancy will populate, select on the person then select Save.



6. Now from the Involved Person modal select on the General Info tab.
  1. General Information that can be documented are:
    1. Personal Information
    2. Contact Information
    3. Insurance Information


Now from the Involved Person modal select on the General Info tab.



7. Using the toggle to indicate if the Involved person is the Property Owner.


Using the toggle to indicate if the Involved person is the Property Owner.



8. The Personal Information allows you to document pertinent information about the Involved person.


The Personal Information allows you to document pertinent information about the Involved person.



9. Selecting this icon will allow you to document why you may not have been able to obtain First or Last Name.


Selecting this icon will allow you to document why you may not have been able to obtain First or Last Name.



10. Within the Contact Information you are able to document phone numbers, emails, Fax number, and Addresses.


Within the Contact Information you are able to document phone numbers, emails, Fax number, and Addresses.



11. To document a Phone Number select on the +Add button.





12. Enter the Phone Number along with any additional information and select Save.



Enter the Phone Number along with any additional information and select Save.



13. You can add additional Emails by selecting on the +Add Email and then entering the information.





14. To begin documenting Addresses select in the box of the Address you want to enter.


To begin documenting Addresses select in the box of the Address you want to enter.



15. From the modal now enter information about that address.


From the modal now enter information about that address.



16. To begin documenting Insurance Information select the +Add button.





17. You are now able to enter any insurance information.


You are now able to enter any insurance information.



18. You are able to add attachments to the insurance section by selecting in the box or dragging a document to the box.

Info
NOTE: Image size is up to 64MB


You are able to add attachments to the insurance section by selecting in the box or dragging a document to the box.



19. Once all General Information is entered you can then select Save.


Once all General Information is entered you can then select Save.



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