INDIVIDUAL PROFILE Lifecycle
| 1 Individual Profile View the INDIVIDUAL detailed profile. |
| 2 Various Reports View reports associated with the INDIVIDUAL. |
| 3 Equities Select the INDIVIDUALS equity status. |
| 4 Socioeconomics Select the INDIVIDUALS socioeconomics status. |
| 5 Disabilities Select the INDIVIDUALS disabilities. |
| 6 Relations Create and manage relations to the INDIVIDUAL. |
| 7 Religions Select the INDIVIDUALS religion. |
INDIVIDUAL PROFILE Management
| 1 Individual Profile View the INDIVIDUAL PROFILE. |
| 2 Edit Relations Relations can be added to the INDIVIDUAL PROFILE. |
| 3 Edit Equity Equity can be added to the INDIVIDUAL PROFILE. |
| 4 Edit Socioeconomics Socioeconomics can be added to the INDIVIDUAL PROFILE. |
| 5 Edit Disability Disability can be added to the INDIVIDUAL PROFILE. |
| 6 Edit Religion Religion can be added to the INDIVIDUAL PROFILE. |
| 7 Edit Accounts Bank accounts can be added to the INDIVIDUAL PROFILE. |
| 8 Edit Countries More countries can be adde to the INDIVIDUAL PROFILE. |
| 9 Edit Areas More areas can be added to the INDIVIDUAL PROFILE. |
| 10 Edit Employers The INDIVIDUAL can be linked to multiple COMPANIES to form an employee relationship with them. |
| 11 Edit Memberships The INDIVIDUALS membership to the multiple organisations can be managed with this tool. |
| 12 Edit Bodies The INDIVIDUAL can be linked to multiple organisations to form a membership relation with them. |
How To View Manage Profile
Follow these steps to VIEW the Individuals MANAGE PROFILE.
- View the INDIVIDUAL PROFILE.
- Click the MANAGE PROFILE tool in the toolbar.
How To Add Countries
Follow these steps to ADD COUNTRIES.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the EDIT COUNTRIES tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Areas
Follow these steps to ADD AREAS.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on then EDIT AREAS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Relations
Follow these steps to ADD RELATIONS.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the EDIT RELATIONS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Set Equity
Follow these steps to SET EQUITY.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the EDIT EQUITY tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Set Socioeconomic Status
Follow these steps to SET SOCIOECONOMICS STATUS.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the EDIT SOCIOECONOMICS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Disability
Follow these steps to ADD DISABILITIES.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the EDIT DISABILITY tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Medical Conditions
Follow these steps to ADD MEDICAL CONDITIONS.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the MEDICAL CONDITIONS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Dietary Requirements
Follow these steps to ADD DIETARY REQUIREMENTS.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the EDIT DIET tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Religion
Follow these steps to ADD RELIGION.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the EDIT RELIGION tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Employer
Follow these steps to ADD EMPLOYER.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the EDIT EMPLOYERS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Link Organisation
Follow these steps to LINK ORGANISATION.
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the LINK ORGANISATION tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Update Disability Ratings
Follow these steps to UPDATE DISABILITY RATINGS .
- View the INDIVIDUAL CHARACTER PROFILE.
- Click on the UPDATE RATINGS tool in the toolbar.
- Update the RATINGS and click SUBMIT.
