Managing Persons

The Persons tab is one of the tabs in the Master Data option of the Rural Sourcing Management Web interface.

Context

Use this tab to edit personal details, activate and deactivate users, and assign roles.

By default, the persons list displays all persons, but you can select the appropriate radio button to display only the Active or Inactive persons. The Persons list includes the following fields:

First Name
Last Name
Staff Code / Producer Code
Role - Organization
Active
Consent indicator (True or False to indicate consent to save personal information)

To help refine the list, you can select items from several organization filters. As you select an item from one, the next filter option is enabled. Filter categories include:

Country
Associations
Cooperative
Warehouse
Village/Section

To edit the details of an existing certification, select it from the list and click Edit to make any necessary changes on the New/Edit Certification screen.

To create a new certification, take the following steps.

Procedure

Select each organization filter, as appropriate for the new person.
Click Add.
The New/Edit Person Details screen displays.
Complete the applicable fields for the new person. Only the First Name, Last Name, and Gender are required.
1. First Name
2. Last Name
3. Staff Code
4. Date of Birth
5. Gender - select from the drop-down menu list
6. E-mail
7. Phone Number
Set the Operation Status. The default is Active, indicated by the green check mark. To make the person Inactive, slide the Operation Status selector to the left to see the red "x".
If applicable, assign organizational roles to this person.
1. Click the plus (+) icon.
2. Select a Role from the drop-down list.
3. Select an Organization from the drop-down list.
4. Set the Operation Status. The default for new persons is Active, indicated by the green slider. To make the person Inactive, slide the Operation Status selector to the left to see the red "x".
5. Click Save.
Click Save to create the new person or click Cancel to leave the New/Edit Person Details screen without saving your changes

Results

The person you added should now be displayed on the persons list. If you do not see the new person in the list, click the Refresh icon to update the list.