Working with INDIVIDUALS in MYCITO*

The INDIVIDUAL profile enables the user to manage information directly related to the individual record.

 

 

MYCITO* INDIVIDUAL Lifecycle

The following flow diagram illustrates the typical INDIVIDUAL life cycle inside MYCITO*.

 

1IndividualCreate and manage an INDIVIDUAL.
2Update IndividualUpdate the INDIVIDUALS personal information.
3IdentityUpload the INDIVIDUALS ID photo.
4EmailAdd email addresses for the INDIVIDUAL.
5Phone NumbersAdd Phone numbers for the INDIVIDUAL.
6AddressesAdd addresses for the INDIVIDUAL.
7WebsitesAdd websites for the INDIVIDUAL.
8AttributesCreate and manage attributes on the INDIVIDUAL.
9JournalCreate a journal entry on the INDIVIDUAL.
10Governing BodiesLink the INDIVIDUAL to a governing body.
11RequirementsUpload Individual Requirements.
12TagsLink a Tag to the INDIVIDUAL.
13ProfileView the INDIVIDUAL detailed profile.
14ResumeView the INDIVIDUALS resume profile.
15VerifyVerify the INDIVIDUALS information.
16ReportsView reports associated with the INDIVIDUAL.

 

 

How To Create an Individual

Follow these steps to CREATE AN INDIVIDUAL.

  1. Open the option group INDIVIDUALS.
  2. Click on the option LIST INDIVIDUALS.
  3. Open the NEW ENTRY form, complete the required fields and click SUBMIT.

How To Update Individual

Follow these steps to UPDATE the INDIVIDUAL.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click n the UPDATE INDIVIDUAL tool in the toolbar.

How To Upload Identity

Follow these steps to UPLOAD an IDENTITY.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click on the UPLOAD IDENTITY tool in the toolbar.
  5. Follow the STEPS and click SUBMIT.

How To Email Addresses

Follow these steps to add EMAIL ADDRESSES.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click on the EMAIL ADDRESSES tool in the toolbar.

How To Phone Numbers

Follow these steps to add PHONE NUMBERS.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click on the PHONE NUMBERS tool in the toolbar.

How To Edit Websites

Follow these steps to add WEBSITES.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click on the EDIT WEBSITES tool in the toolbar.
  5. Open the NEW ENTRY form, complete the required fields and click SUBMIT.

How To Edit Attributes

Follow these steps to add ATTRIBUTES.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click n the EDIT ATTRIBUTES tool in the toolbar.
  5. Open the NEW ENTRY form, complete the required fields and click SUBMIT.

How To Journal

Follow these steps to add JOURNAL entries.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Clickon the EDIT JOURNAL tool in the toolbar.
  5. Open the NEW ENTRY form, complete the required fields and click SUBMIT.

How To Governing Body

Follow these steps to add GOVERNING BODIES.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click n the GOVERNING BODIES tool in the toolbar.

How To Upload Requirements

Follow these steps to UPLOAD REQUIREMENTS.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click on the UPLOAD REQUIREMENTS tool in the toolbar.

How To Update Tags

Follow these steps to UPDATE TAGS.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click on the UPDATE TAGS tool in the toolbar.

How To Verify Individual

Follow these steps to VERIFY INDIVIDUAL.

  1. Click in the SEARCH BOX.
  2. Enter the user name and click on the BINOCULARS.
  3. Click the VIEW icon to open the individual profile.
  4. Click on the VERIFY INDIVIDUAL tool in the toolbar.


About MYCITO*

MYCITO* is quickly becoming a preferred CLOUD ERP SERVICE for SMMEs in South Africa. Locally designed, developed and supported with a pay as you go model, no infrastructure costs, monthly updates, guaranteed levels of service and more to fit your month-to-month requirements.

Why MYCITO*
  •  A Cloud ERP Service
  •  Expandable and Adaptable
  •  Locally Developed & Supported
  •  Low Monthly Fee Commitment
Email: support@mycitoapp.com
Phone: +27 (0)12 667 6905

Standard local (South Africa) office hours Monday - Friday (08:00 - 17:00)

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