Adding Persons Involved

Use this section to add a new person involved to the selected Report.

To add persons involved to the selected report, follow these steps:

1. On the Persons Involved List page, click Add Persons Involved. A drop-down displays two options - Search for Customer and Search for Conductor.
2. Select Search for Customer or Search for Conductor.
   Based on your selection, the Search for Customer or Search for Conductor page is displayed.
3. Enter the keywords to search for customer or conductor in the Search field.
4. Select customer or conductor and click Continue. The Select Transaction page is displayed.
5. Select the role from the drop-down list and select one or more transactions (you can also filter transactions using Search criteria).
6. Click Save. A new Person Involved is added to the list.