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People visit your institution. How do you manage them?


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People Management allows an Operator to add People, edit History, and update information. The left side is a list of people. The right shows the information associated with the person currently selected on the left. On the right hand there are tabs for; OverviewInformationClassificationAccess, and Checks. Above the tabs are the control features Lock/UnlockActionsRevertSave, and Help. Below the People list on the left you'll find the AddQuick Search, and Search features. 

Info

Before any changes can be made, unlock the records by clicking on the Lock icon.

Actions Menu

Add Person. Add a new person record.

Remove Person. Remove an existing person from KeepnTrack.

Scan Id.

Resolve Duplicates.

Resolve Duplicates by ID.

Add Picture. Add a picture for the person currently selected.

Remove Picture. Remove a picture for the person currently selected.

View Person History. Go to History Management to view a complete history of the person.

Add Person History. Add a history record for the person. Click here to learn about adding a Person History.

Person Details Report. Email a Person Detail Report to whomever you choose.

Operations Management. Go to Operations Management.

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