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Documenting Identity History

As names and other aspects of identities change, the user can add new records to the Identity History view to document the changes. When you create a new identity record for a contact, the status for the identity record is populated with a value of Active, and the identity record is the primary identity.

After a user creates the identity history record, the user cannot change field values other than the Status field and the Primary field. You can mark incorrect records (using the Status field) so that the administrator can later delete the records. Each identity record is given a unique identifier. The Identity ID field provides a link that you can use to navigate to the Identities list view.

This task is a step in Process of Managing Immigration Contacts.

To add an identity record to identity history

1. Navigate to the Immigration Contacts screen, then the Immigration Contacts Home view.
2. Enter data in the Search Identity fields, and click Go to search for the contact.
3. In the Identities list, drill down on the Contact ID field of the contact.
4. Click the Identity History view tab.
5. Select an Identity History record, and select Copy Record in the menu.
6. Make changes in the copied record, and save the record.

   If an active and primary identity record currently exists, then the copied record becomes the primary record. The status of the original primary record changes to a value of Inactive.