IBM TRIRIGA Version 10.5.1

Creating people records

You create people records to track and manage employees, contractors, and external contacts such as vendors or suppliers. You specify information to help you manage day-to-day tasks and processes that are related to those people.

About this task

The type of information that you specify when you create people records varies depending on the type of people record that you are creating. For example, you might enter information about who an employee reports to, but you would not need that information for an external contact.

Procedure

Select Portfolio > People and then select the type of people record that you are creating.
Click Add.
On the General tab, specify the name of the person.
Associate the person with an organization. A person can have only one primary organization but can belong to multiple work groups.
Associate the person with a location. A person can have only one primary location but can have multiple secondary locations.
If you want to enable the person to sign in to and use the IBM® TRIRIGA® applications, on the Profile tab, select Active TRIRIGA User, specify a user name, and select at least one group and one license for the user. When you activate the person, the system creates a My Profile record and assigns a default password ofpassword for the new user.
Specify other details about the person as appropriate. To ensure that images are displayed properly in query results, tt is recommended that you do not upload image files that are larger than 2MB.
Click Create Draft.
Save the people record.

What to do next

You can proceed to enter more details about the person and you can activate the people record or save and close it. The people record is now available to be assigned to spaces, such as offices.

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