Maintaining a Person

The Person Summary contains all the information currently recorded for the person. To access the Person Summary from the Person Overview component, select Open from the Actions menu on the appropriate person row.

The Person Summary component opens on the General tab, which allows you to view or change the following information:

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.

To add a new person record, select Add New from the Actions menu on the component header.

When you have finished making changes, click the Save button to apply your changes to the system. The system displays a message to confirm that your changes were saved in the database.

To maintain additional information for the person, click the following tabs:

You can maintain additional information related to the person by clicking the following quick links:

• Person Qualifications: This quick link takes you to the Person Qualification Summary, where you can maintain information related to this person's qualifications. For more information, see Maintaining Person Qualifications.

• User: This quick link takes you to the User Summary, where you can maintain user information for this person. For more information, see Maintaining a User.

Associating a Person with a Domain

If your agency uses directory services authentication, follow these steps to associate a person with a domain:

1. Click the Actions menu on the component header, and select Associate Person to a Domain.
   
   The system displays a modal window for selecting domain users. This action is available only if your installation is configured to use a directory service for user authentication.

2. In the modal window, select the Agency User check box if the person is an employee of your transportation agency.

3. Click the down arrow in the Directory field and select the directory server that will be used to authenticate the user.
   
   The system lists all the person rows that have not yet been associated with a directory service.

4. Locate the person you want to associate by typing criteria in the Quick Find search box.
   
   The system lists all the person records that meet your search criteria.

5. Click the row for the person you want to associate.
   
   The system adds a check mark beside the person you select and shades the row. To cancel a selection, click the selected row again.

6. Click the Associate button.
   
   The system closes the modal window and takes you to the Person Summary component with a message displayed to confirm that the new user was saved in the database. The page also now displays a User quick link.

7. Note: User passwords are managed in your system's Active Directory. For users authenticated by Active Directory, you must use the Active Directory user management features to enforce a user password reset.

Removing a Domain Association

To remove the association between a domain and a person record, click the Actions menu on the component header and select Disassociate Person from Domain. The system leaves all information in the person's user record, but removes his privileges to log on.

• Note: If your agency is currently using Directory Services for user authentication and plans to switch to a claims-based authentication provider, refer to the Web Based Project Installation Instructions for information on migrating users.

Associating a Person with a Claims-Based Authentication Provider

If your agency uses claims-based authentication, follow these steps to associate a person with a claims-based authentication provider for user authentication:

1. Click the Actions menu on the component header, and select Associate Person to an ExternalLoginProvider.
   
   The system displays a modal window for selecting persons. The system displays the claims-based authentication provider in the Provider Name field. This action is available only if your installation is configured to use a claims-based authentication provider.

2. In the modal window, select the Agency User check box if the person is an employee of your transportation agency.

3. In the User Name field, type the username that the claims-based authentication provider uses to identify that person.

4. Click the Associate button.
   
   The system closes the modal window and takes you to the Person Summary component with a message displayed to confirm that the new user was saved in the database. The page also now displays a User quick link.

Removing a Claims-Based Authentication Provider Association

To remove the association between a claims-based authentication provider and a person record, click the Actions menu on the component header and select Disassociate Person from ExternalLoginProvider. The system leaves all information in the person record, but removes his privileges to log on.

Marking a Person as a Reference Employee

To add a person as a reference employee in the system, select Mark as Reference Employee from the Actions menu on the component header. The system takes you to the Add Employee component. For more information, see Adding a Reference Employee.

You can maintain additional information related to the person by clicking the Reference Employee quick link. This quick link takes you to the Reference Employee Summary, where you can maintain employee information for this person. For more information, see Maintaining a Reference Employee.

Related topics:

Adding a Person