How to Add Individuals to SEP
In SEP, individuals are the people serving as volunteers and employees in an organization. These are the people whose background screening and training requirements the program will track. This topic shows you how to add individuals to your SEP database. For each individual you add, you will first create a simple profile that contains personal information. After you save the profile, you can start building a record that includes the assignments and associated requirements to be tracked.
You must have Individuals + Modify permissions to add individuals to the system.
- On the Home page, click the Individuals tile to open the Individuals page.
- The page opens in grid view. To view the page in card view, click this button in the toolbar:
. - Click
to open a blank Individual Detail form. - In the Profile panel at the top, enter personal details. For descriptions of the fields in this panel, go to Fields on the Profile Panel.
- Click
.
- If the system finds no duplicates, it saves the individual's profile and adds the name of the individual to the list on the Individuals page.
- If the system matches on the Name and Date of Birth fields, it displays a message to warn you that you may be creating a duplicate record. The system display potential matches and lets you select an existing record or create a new one.
- If the system matches on the Social Security Number or Driver's License field, it does not allow you to create a new record with either value because those values must be unique and can only be listed once in the system.
- If desired, you can now add assignments and requirements. For instructions, go to How to Add an Assignment to an Individual's Profile and How to Add a Requirement to an Individual's Profile.
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