The Persons feature allows Managers to create and maintain a database of individuals who may need to be referenced in Mobile Forms, such as visitors, contractors, employees, persons of interest, or other individuals related to an incident or report.
To manage Persons, navigate to: Mobile Forms → Persons
From this page, you can view the existing Person records or click Add to create a new one.
Create a Person
When creating a new Person, you can enter the following information:
- Person ID – e.g. passport number, ID card number or employee ID
- Full Name (required)
- Date of Birth
- Notes
- Address
Fill in the available details and click Confirm to save the record
Once saved, the Person is added to the Persons list, where the record can be viewed and managed along with the rest of the registered individuals.
Using Persons in Mobile Forms
Persons can also be used as an input within Mobile Forms.
When a form includes a Person field, the user can search for and select an individual from the existing Persons database instead of entering the same personal information manually each time.
To use Persons in a Mobile Form, add the Person field when creating or editing the form. Field workers can then search the existing Persons database and select the relevant individual when completing the form.
This makes it easier to create multiple submissions related to the same individual while keeping the person’s information consistent across reports.
