Person - Main Information
The Main page contains core person information like names, telephone numbers, and forms of identification. Open this page using
Description of Page
Person Information contains basic information about the person. These values only appear after the person exists in the database. The ID is a system-assigned random number that stays with a person for the life of the system.
Formatting is performed by a plug-in. The format of Person Information is controlled by a plug-in algorithm on the installation record. Refer to the base package's person information algorithm (PERS-INFO) for an example. If you prefer different formatting logic, your system administrator should configure the system appropriately.
The following information may be recorded about a person:
Person/Business indicates if the entity is a person or a business. Valid values are: Person, Business. This value controls how the person's primary name is validated.
Life Support / Sensitive Load indicates if the person has life support or sensitive load equipment. Valid values are: LS/SL (i.e., the person has life support / sensitive load equipment), None. If the customer has LS/SL equipment, make a note of the type of equipment in the Life Support / Sensitive Load Notes.
A premise can also have life support / sensitive load information. If the equipment is physically linked to the premise (e.g., a hospital has life support equipment), you should NOT specify the life support information on the person. Rather, transfer to Premise - Misc and specify life support information on the premise.
Alert and C&C. If the base package's C1-LSSL-PER algorithm is enabled on the installation record, and life support / sensitive load information is specified, an alert will appear when the person is displayed on control central. In addition, if a person has life support or sensitive load equipment, it is possible for a different credit & collection severance process to be kicked off if the person's account associated has overdue debt. Refer to Designing Your Severance Procedures for more information.
Person Names are used by Control Central to look for accounts and persons. In addition, a person's primary name is the addressee on the person's bill unless overridden by the Override Mailing Name (maintained on the Misc tab). The following fields display:
- Use Name Type to indicate if the name is an Alias, Alternate Representation, Doing Business As, Legal, or Primary name. Note, for new persons, a value of Primary is defaulted. The values for the name type field are customizable using the Lookup table. This field name is NAME_TYPE_FLG
- Use Person Name to define the person's name. Note well, the name is case sensitive.
Alternate representations of a person's name. You would use an Alternate Representation for a person's name when you have an alternate ways to define the person's primary name. Alternate representations are typically used in countries that use multiple character sets (e.g., the Primary name is entered in Chinese, the Alternate Representation is entered in English). When a person has an alternate name, both the main and alternate names can be used to search for a person. The Alternate Representation Name Type only appears if you have enabled alternate names on the installation record. Refer to the description of the Alternate Representation field under Installation - Main for more information.
Validation and formatting are performed by plug-ins. The validation that is applied to Person Name (e.g., a comma separating the last and first name - Smith,Patricia ) is controlled by a plug-in algorithm on the installation record. More than one algorithm can be plugged into this plug-in spot. Algorithms plugged into this plug-in spot can also perform formatting such as removing special characters that your implementation’s business rules do not allow in person names. Other algorithms can be configured to remove or replace text.
- The Do Not Format switch can be used to bypass any person name formatting done by the algorithms described above. Validation such as requiring name separator is still applied, but no further formatting is applied. Setting the switch only applies while the record is being saved and is then reset. The switch is reset because the formatting is only applied when the record is subsequently changed. This switch is only shown if the Enable Person Name Format Bypass Option Type on the Customer Information Options Feature Configuration has been enabled
- Phone Type indicates the type of phone number, e.g., Home, Mobile, Business, ...
- Use Phone Number to define the telephone number. Enter the telephone number in the format described by the Phone Format.
Formatting is performed by a plug-in. The format that is applied to a Phone Number is controlled by the algorithm that is plugged in on the respective Phone Type. If you prefer a different format, your system administrator should configure this algorithm appropriately.
- Enter the Extension, if any, of the telephone number.
Person Contacts provide a central location to capture contact information such as phone numbers and email addresses. Any contact information can be captured. Person Contacts are used on contact preferences for notifications.
While person contacts can be used in lieu of a person phone and all system processes such as start/stop and orders support person contacts, your implementation may still opt to use person phone. Functionality has been provided to create and maintain person contacts from person phone records. When a person contact type is associated with a phone type, the person contact cannot be deleted nor can the fields maintained via person phone be edited. Refer to Maintaining Person Contact via Person Phone for more information.
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Contact Routing represents a general grouping of person contacts such as email or phone. It is displayed on this page, and is defined on the person contact type.
Note: Contact Routings of type whose Contact Routing type is Self Service User can be viewed here and not elsewhere in the system. Furthermore, they can be viewed, but not edited, added, or deleted. -
Person Contact Type indicates the type of contact such as, home phone, cell phone, or work email.
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Contact Information contains the specific contact information such as, the phone number or email address. Enter the contact information in the format described.
Note:Formatting is performed by a plug-in. The format that is applied to Contact Information is controlled by the algorithm that is plugged in on the respective person contact type (refer to Setting Up Person Contact Types for more information). If you prefer a different format, your system administrator should configure this algorithm appropriately.
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Enter the Extension, if any, of the contact information. (This field is only active when the contact’s contact routing is phone or fax.)
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The Primary switch must be set for exactly one person contact for each contact routing.
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Do Not Disturb (From) and Do Not Disturb (To) indicate the times when a person contact should not be used. (Note: these fields are active when the Person Contact Type’s Allow Do Not Disturb information is set to Optional.
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Contact Status indicates the option contact’s status. The initial status can be defaulted from the Person Contact Type. The status can be manually maintained, as appropriate. (Note: This dropdown is enabled when the Person Contact Type allows Status to be used. It is also disabled when the person contact type’s status is configured to be controlled by a process such as an Opt-In process.) See Person Contact Status Can Be Controlled By A Process for more information.
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Opt-in provides functionality to initiate an opt-in process for person contact types configured to support opt-in. This is used to obtain permission to use the person contact type to send notifications. (Note: The functionality on this page is not the primary way of initiating an opt-in process.) See Person Contact Status Can Be Controlled By A Process for more information about Opt-In Processes.
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Active/Inactive defaults to Active. Most contact preferences will remain active. When the contact information changes, the information on the existing contact should be updated.Warning:
It is strongly recommended that existing contacts are updated whenever possible such as when a person’s phone number or email address changes. When a person no longer has a contact such as an alternate phone number, the contact should be deleted. Inactive should only be used when the person contact cannot be deleted because it is referenced on another object such as a contact preference.
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Contact Nickname (display only) if you implementation is using self-service, users can assign nicknames to contacts and they are shown here.
A Person's ID's have several uses:
- They are used by Control Central when you look for a customer / premise based on their ID.
- They are used to highlight potential duplicate persons.
- Control Central displays a person's primary identification in the search results area to help a user identify the customer when multiple customers match the search criteria.
Person ID may be required or optional. The person ID usage flag on the installation record indicates whether at least one id for a person is required or optional.
The following fields are used to define a person's ID(s).
- Turn on Primary ID for the piece of ID that is the primary means of identifying the customer.
- Indicate the ID Type. The ID Type defaults from the Installation Record based on the Person Type ( Person versus Business ).
- Enter the identification number in the adjacent fields. Please note that if the ID Number should be formatted (e.g., dashes in an American social security number), you do not have to enter the dashes. Rather, you can enter the information as a contiguous value and the system will format this for you. The format is shown in the adjacent Identifier Format column.
Formatting is performed by a plug-in. The format that is applied to an ID Number (e.g., dashes in an American social security number) is controlled by the algorithm that is plugged in on the respective ID Type. If you prefer a different format, your system administrator should configure this algorithm appropriately.
If you want to add an account for the person when you save the person information, turn on Add Account and Start Service. When this switch is on, you must also define the new account's Customer Class. If this information is specified, the system creates a new account and links the person to the account using the relationship type from the installation options. In addition, you will be transferred to Start / Stop where you can start service for the newly added account.
If you have set the Installation Option CIS Division Control flag, you must first define the new account's CIS Division. The values are restricted to the user’s CIS Division(s). See Users and CIS Division for more information. The value is defaulted to user’s primary CIS Division. The new account’s Customer Class must then be defined.
Default note. The account's customer class defaults from the Installation Record based on the Person Type (Person or Business). If shown, the customer class defaults first from the CIS Division and then from the Installation Record, each based on the Person Type (Person or Business)