Personnel Overview
The Personnel Overview displays all the important information about an individual so you can get a quick understanding. On the Personnel tab, click All Personnel or the appropriate personnel section then Personnel Overview.
Personnel Information
The personnel's information displays on the left. Click a piece of information to view more details or edit it. For example, if you click the personnel's name, you are taken to the Primary Information window where you can edit it. If you click the person's phone number, you are taken to the Communication window. If you click the person's background check, you are taken to the Safe Environment window.
Family and Member Information
Information about the personnel's family and family members, displays on the right. Click a name to go to that record's overview.
Customize What You See
You can select which information to show or hide on the Overview. In the top-right corner of the window, click the gear icon . From here, you can select which information sections you want to display.