Viewing and Editing Profile Information with the App

Using the mobile app, you can view and edit all of the important information on a person's profile.

To view or edit a person's profile, tap on the Search button on the main screen and select the person you wish to view from the search results. (See also Finding People with the App.) Tap the view button at the bottom of the search results window and that person's profile will be displayed on the screen.

Viewing and Editing Profile Demographic Information

The person's name, address and a small thumbnail of their image are displayed in the top portion of the profile screen. Below the profile image is a drop down menu that contains options to view and edit the person's name, address information, profile picture (profile pictures may be taken and set using the mobile device's camera), gender, category and ID. You can also view this person's location on a map. (Requires Google Maps app to also be installed.)

Viewing and Editing Attached Profile Information Items

Other information attached to a person's profile, such as Communication (Phone, Email, etc.) items, Notes, Languages, Classifications, Skills, Documented Events, etc., can be viewed and edited by tapping on the Information button at the top right of the profile screen.

Certain types of information can only be added to specific types of people (for example, Qualifications and Preferred Districts only apply to Caregivers) and will only be an option to view/add/edit on those types of people.

Viewing and Editing Relationships

Tap on the Relationships icon at the top right of the profile screen to view this person's relationships. This will open a window that, by default, shows all of the person's relationships. Use the drop down box at the top left to show only relationships of a specific type. You can also filter the list of relationships by status by tapping on the Status icon at the top right of the window; by default, only Active is selected.

You can view and/or edit the full profile of any of this person's relationships by tapping on that relationship to select it, and then tap the view button at the bottom of the window to open the profile.

To add a relationship, you must first select the type of person in the drop down at the top left of the Relationships window. This will cause an Add button to become visible at right. Tap the Add button and follow the prompts to enter the name of the individual or contact. Once the new relationship is added, it will appear in the list. To edit profile information on the new person, tap on the new person.

Viewing Schedules and Events

The profile screen shows schedules, tasks and appointments for the upcoming week in the bottom portion of the screen. Tap on any of these events in the list to view and/or edit that event.

You can also access the person's full calendar by tapping on the calendar icon in the top right corner of the profile screen.

Lists of Tasks, Appointments and Documented Events are also available under the Information button at the top right of the profile screen. Schedules are only available from the calendar.