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Adding and Importing People – Enter Manually

Enter Manually

 

This is useful if you only have a handful of people to add. 

  • Choose category … If in-processing categories are available*, they will be displayed in the dropdown as well as ‘Any User’. ‘Any User’ will use the default settings and fields to add the person to any Role. After selecting a category, the appropriate grid will be displayed below.
  • Add New Person … This shows the intake survey for the selected category. Complete the required fields (marked with red), and click Save, or you can save and add another by clicking ‘Save & New’.
  • Once you are done and click Save, you’ll see the entry in the grid. You can make changes or even delete the record. The Review button becomes active and displays a badge with the number of people waiting to be reviewed. 
  • Click Review … Goes to the ‘Review and Approve’ page. (see Review and Approve New People )

 

 

* Contact your GideonSoft administrator about managing in-processing categories.

 

 

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Version(s): GideonSoft 2024 Release 3 or later