The tree subject "Persons" holds the people known to the administration: employees, users and contact persons of organisations. The demonstration database holds more than fifty of them, shown as "Persons (50+)". The plus sign means that the list has read the first rows only. ## List Selecting "Persons (50+)" opens the list of persons: ![[20261025-estate-persons-list.png]] The first four columns are visible in the picture. The other columns follow to the right and need the horizontal scroll bar. The columns are: - "Full Name": the name of the person. - "Organisation": the code of the organisation of the person. It is empty for persons without an organisation. - "Organisation Name": the name of that organisation. - "Bank Description" - "Unique Initials" - "BIC" - "Job Title" - "Email Address" - "Mobile Number" - "Work" - "Address" - "GBR_ADRES_REGEL_2" - "ZIP Code" - "City" - "Province or State" - "Country" - "Organisation Work" - "Organisation Address" - "Organisation" - "Organisation ZIP Code" - "Organisation City" - "Organisation Country" - "Group of Humans" - "Classifications" ## Summary Expanding the node shows one child per person, named after the full name. Selecting the child "Dorn", a person of the organisation "Acme BV", opens the summary of that person: ![[20261025-estate-persons-summary.png]] The summary opens on the tab "Person". It shows the fields of the person in the groups "General", "Contact Information" and "Address", read only. The strip holds 34 tabs for this person, listed here in the order of the strip. The caption of a tab shows the number of rows once the tab has been opened: - "Organisation": the fields of the organisation of the person. - "Person": the person itself. - "Person Role": the roles of the person as a user, such as project manager and time writer. - "User Roles": list of the roles granted to the person. - "Unit": the fields of the unit of the person. - "Authentication Data": the login data of the person. - "Working Schedule": the working schedule of the person. - "Process Involvements": list of processes in which the person is involved. - "Person News Messages": list of news messages about the person. - "From in Person Involvements": list of involvements between persons. - "Documents": list of documents. - "Timesheets": list of hours booked by the person. - "Timesheets per Week": list of hours per week. - "Project Allocations": list of allocations of the person to projects. - "Person Classifications": list of classifications of the person. - "Document Involvements": list of involvements in documents. - "Organisation Involvements": list of involvements in organisations. - "Calls": list of phone calls. - "Messages": list of messages. - "Background Jobs": list of background jobs. - "Access Requests": list of access requests. - "Project Authorizations": list of projects the person is authorised for. - "Project Involvements": list of involvements in projects. - "Skills of Person": list of skills. - "Products per Person and Type of Labour": list of products per type of labour. - "Processes Owned": list of processes owned by the person. - "Processes Reported": list of processes reported by the person. - "Web Site Sessions": list of sessions on the web sites. - "Web Site Interactions": list of interactions on the web sites. - "Resource Utilization": list of hours per month. - "Calendar": the calendar of the person. - "User Messages": list of messages to the user. - "Identities": list of identities. - "Person Unit Uses": list of uses of units by the person. - A tab "Bank" is shown for persons with a bank. The person "Smeets", for example, has one. For the person "Dorn" the tabs "Process Involvements", "Person News Messages", "From in Person Involvements", "Documents", "Timesheets", "Timesheets per Week", "Project Allocations", "Person Classifications", "Document Involvements", "Calls", "Messages", "Background Jobs", "Access Requests", "Project Authorizations", "Project Involvements", "Skills of Person", "Products per Person and Type of Labour", "Processes Owned", "Processes Reported", "Web Site Sessions", "Web Site Interactions", "User Messages", "Identities" and "Person Unit Uses" are empty. The tab "Person Role" shows the login code, the job title and the roles of the person as check boxes, such as "Administrator", "Project Manager" and "Time Writer": ![[20261025-estate-persons-tab-person-role.png]] The tab "User Roles" lists the roles granted to the person, with the description of each role: ![[20261025-estate-persons-tab-user-roles.png]] The tab "Organisation Involvements" lists the involvements of the person in organisations, with the involvement role: ![[20261025-estate-persons-tab-organisation-involvements.png]] The tab "Unit" shows the fields of the unit that belongs to the person: ![[20261025-estate-persons-tab-unit.png]] ## Edit Screen The toolbar button "Edit" on the summary opens the window "Edit Person": ![[20261025-estate-persons-edit.png]] The window has the buttons "OK" and "Cancel" and shows the following groups and fields. Fields with a bold label are required. The fields "Work" and "Mobile Number" carry an asterisk in front of the entry box: - "General", left column: "Full Name", "Gender Type", "First Name", "Other First Names", "Calling Name", "Name Initials", "Unique Initials", "Middle Name", "Last Name", "Web Site (URL)" and "IP Address List". - "General", right column: "Job Title", "Organisation", "Language", "Manager", "Department", "Branch", "Room", "Titles", "Group of Humans", "Employee Number" and "Job Group". - "Contact Information": "Email Address", "Email Address External", "Email Address 2", "Email Address 3", "Email Address 4", "Email Address for Workflow", "Work", "Work External", "Work Extension", "Mobile Number", "Mobile Phone External", "Mobile Phone Home", "Home", "Fax" and "SIP Address". - "Address": "Address", "ZIP Code", "City", "Province or State", "Country", "City of Birth", "Country of Birth" and "Nationality". - "Social Media": "Google+ Address", "Hyves Address", "LinkedIn Address", "Facebook Address", "MySpace Address", "ICQ Address", "Skype Address", "Xing Address", "Twitter Address", "Plaxo Address", "YouTube Address" and "Slack User". The toolbar button "Add" on the list did not open a window when invoked through UI Automation, so no separate picture of an empty edit screen is shown. ## Toolbar The toolbar of the list shows these buttons: - "Add" - "Reports" with a drop-down arrow - "Audit" - "History" - "Refresh" with a drop-down arrow - "Export" with a drop-down arrow - "Help" - "Design Mode" with a drop-down arrow The toolbar of the tab "Person" in the summary shows these buttons: - "Open" - "Edit" - "Copy" - "Delete" - "Send message" with a drop-down arrow - "Make a Call" with a drop-down arrow - "Quick actions" with a drop-down arrow - "Reports" with a drop-down arrow - "Audit" - "History" - "Refresh" with a drop-down arrow - "Design Mode" with a drop-down arrow - "Compare" - "Similar" with a drop-down arrow - "Help" ## See Also - [[Invantive Estate/Concepts/Organisations and Persons|Organisations and Persons]] - [[Invantive Estate/Subjects/CRM/Persons|Persons]] - [[Invantive Estate/Screens/Lists|Lists]] - [[Invantive Estate/Screens/Summaries|Summaries]] - [[Invantive Estate/Screens/Edit Screens|Edit Screens]]