Person—Basic data and Requirements
Exercises
Create a Person
Purpose: The purpose of this exercise is to show you how
to create and enter information for a new person. You can create a new person by
using the Person window.
Windows:
Person
- Open the
Person window
- Create a new record (F5).
- Enter the following information.
Person ID |
Person Name |
Protected Check box |
ALONSO |
Alonso |
Selected |
LEWIS |
Lewis |
Cleared |
Enter General Basic Data
- Click the
General tab.
- Add additional information for each person created above for fields that are empty, if desired.
- Save (F12).
Enter Person Address Data
- Click the
Address tab.
- Add a new record in the Address Identity field by clicking New
(F5) and then enter an address identity. To be able to change data in the
Address field double-click in the address box.
- Save (F12).
Note: How the address is presented is defined in
Address Presentation. You can specify
which fields should be displayed and in which order.
Enter Person Communication Method Data
- Click the
Comm. Method tab
- Use this tab to connect
different communication methods to all addresses you have connected to a
person. All communication methods entered here can also be seen in the
Address tab.
User Access to Protected Person Data
Purpose: The purpose of this exercise is to show you how
to enter users who have access to restricted data of protected persons.
Windows:
Access to Protected Person
- Open the Access to Protected Person window.
- Add a new record by clicking New (F5) and select a user from the List
of Values.
- Enter the following information. Save (F12).
User ID |
User |
Your own |
Your own |
Purpose: The purpose of this lesson is to enter persons
connected to a particular company.
Windows:
Persons per Company
Enter Persons per Company
- Open the
Persons per Company
window.
- Query for your company (F3).
- Click New (F5) to add a new record. Select the persons you created in
the earlier exercise, from the List of
Values.
- Save (F12).
- Log on to the system with your own user ID.
- Open the
Person window and query for persons created in
the earlier exercise and view details.
Note: If the RESTRICT_PERSON parameter in the
Object
Property tab of the System LU Values window is set to
TRUE and if you log on to the system as a user defined for your company and
with access to protected persons, you will not be able to view the restricted
data of protected persons who are not defined (in the
Persons Per Company
window) for any of the companies to which the user has access.