Add a person

The People section holds the personal data of everyone involved in the project, whether internal or external to the company.

1. Open the People menu.
2. Click New.
3. Fill in the personal data.
4. Save.

From the toolbar you can also:

• search for a person by first or last name;
• import and export the list in CSV format;
• show inactive people, who are hidden from the list by default.

Once registered, a person can be given contacts, linked to work phases and jobs, and assigned prevention actions.

Caution

Emails entered under Contacts are for information only: they do not make notifications arrive. Notifications require the person to be a user with a role on an action — see Enable notifications.

Tip

You can view the history of changes with the period icon, and print the summary sheet of the person from the toolbar.

The tabs of a person

Selecting a person opens their detail, organised in tabs. Each shows the elements related to that person, when there are any.

Tab	What it shows
Details	personal data and basic information, including the associated user and their permissions — see The associated user
Contacts	the contact channels. Informational only: they do not trigger notifications
Work phases	the work phases the person takes part in
Jobs	the jobs held
Homogeneous groups	the groups the person belongs to
Organisational units	the relevant organisational units
Safety organisation chart	the roles held in the safety organisation
Actions	the prevention actions assigned — see Prevention and protection actions
Events	injuries, near misses and non-conformities the person was involved in — see Incidents and events
Attachments	the documents attached to the person

A certificate obtained by this worker, or their identity document, goes in Attachments here — not on the action. Attached to the action it would look as though it applied to every recipient of that action. See Where attachments live.