Memberships
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  • Creating Person Record

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  1. To Create a Person Record, first check if search for the Person exists in the Person List by searching on:
    • Person ID or
    • Person First Name, Middle Name and/or Last name.
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    To search with additional filters, select the Show Extra Filtering checkbox.  You will then additionally be able to search on:
  2. Person Age (range) or
  3. Year of Birth, and/or
    4. State(see Searching Person Record - Using Add New Person Screen).
  4. Once you've determined that the Person is not already found in the Person List, you may add them by clicking the Create New Person button.

  5. Enter the Person details as described below.
  6. Click Add to add the Person.

Note

Your organisation will determine which fields are mandatory when entering a new person record. These required fields will be marked with an asterisk (*).

In addition, the following rules apply to information entered on this screen:

  • First Name and Last Name may not contain numbers.
  • Phone numbers, mobile numbers and fax numbers, if entered, must contain 10 digits, including area code where applicable. Certain characters such as ()- and spaces are also allowed.
  • Postcode, if entered, must contain 4 digits only.