---
title: Add Parties and Master Name Index in CivicRMS
description: Add Parties and Master Name Index in CivicRMS
---

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August 24, 2026

# Add Parties and Master Name Index in CivicRMS

## This video addresses adding parties using the master indexes in CivicRMS

# [Add Parties and Master Name Index in CivicRMS](https://app.guidde.com/playbooks/5F9Y5qaMmnC45hz8kLjiiR)

<iframe style="width:100%;height:100%;position:absolute;left:0px;top:0px;border-radius: 10px" src="https://embed.app.guidde.com/playbooks/5F9Y5qaMmnC45hz8kLjiiR?" title="Add Parties and Master Name Index in CivicRMS" frameborder="0" referrerpolicy="unsafe-url" allowfullscreen="true" allow="clipboard-write" sandbox="allow-popups allow-popups-to-escape-sandbox allow-scripts allow-forms allow-same-origin allow-presentation"></iframe>

 This video addresses adding parties using the master indexes in CivicRMS

### Go to [training-rms.civiceye.com](https://training-rms.civiceye.com)

### 1. Process changes in adding parties

 CivicEye has made changes in the process used to add persons to reports, citations and field interviews in CivicRMS. 

![Process changes in adding parties](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2Ftah1ryVCGm6525yxmNWC1L_doc.png?alt=media&token=cb473bd7-c23d-4d15-bbdc-e6d2dd60e663)

### 2. Open Incident Details

 For demonstration purposes, we will open an assault report, and navigate to the Parties Tab. 

![Open Incident Details](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2F9NPZsdXQ1AJCWpeRC1abQ9_doc.png?alt=media&token=02bf64e6-eac2-4b78-9b80-6b6b8d28077a)

### 3. Add Party to Incident

 Select the Parties Tab, then add party. From the Add Party frame, select Individual as party type, and Known Suspect as party involvement. 

![Add Party to Incident](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2FdJL637oRiqjc54Ssdqdsx2_doc.png?alt=media&token=f64a3ffa-18f6-46e1-8bff-700d60f1bc44)

### 4. Process Change

 CivicEye has made a change in adding persons to incident reports in the party or person section of the report. 

![Process Change](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2FpKESjTC1Wkwe3wmEercJVq_doc.png?alt=media&token=7c025cf3-692d-4d1b-86e8-9195e3ae5f26)

### 5. Old Process

 Prior to this change, users could add persons to reports, citations, or field interviews by directly typing information into the person sections of the report. 

![Old Process](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2FdLFQeWrCGf5SCWwozxB9u7_doc.png?alt=media&token=0b1e7233-a9ad-4d73-9b25-a18a37999b35)

### 6. Missing LEX Number

 Adding a person directly into a report would cause the LEX number to be left out of the document. 

![Missing LEX Number](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2F2FpPMnaRfd4UocKdcXgDrG_doc.png?alt=media&token=8a52c078-c295-4e8f-ab29-c52bd1460cb2)

### 7. Report Not Linked to Person

 If a persons LEX number is not included on a report or other document, that document cannot be linked to the person, and will not be seen in any search of that persons history. 

![Report Not Linked to Person](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2F8HgXzQNvne9NL6peSqgQUg_doc.png?alt=media&token=e5c9622a-a178-4a24-bd1e-9ef8ea35fd12)

### 8. New Process

 To ensure that all critical information is being linked to persons and to improve data integrity, all person entries must now come from the master name index. 

![New Process](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2F6uqg7oB9uUQU3eSKAaEeLJ_doc.png?alt=media&token=4016e8a1-92a3-4f70-aefa-58d56185140e)

### 9. System Message

 Attempting to save a person that has been typed directly into a report will result in a pop up System Message notifying the user they must search for the person in the master index. 

![System Message](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2FeYfYEPEKa5PJX6w8dU9rfH_doc.png?alt=media&token=9bd9923b-8956-4857-8854-3d4ad391a717)

### 10. Person Search

 When you click OK you will be brought to the Person Index search and the information, if any, you entered in the previous screen will be populated for you to save you some time. 

![Person Search](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2Fx43LiaiAfFQH2seZtaPMoj_doc.png?alt=media&token=36802d76-f307-4f6a-8ee3-c4768b266da3)

### 11. Search for Person

 Search for the person in the Master Index. 

![Search for Person](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2F3K5Ycyt7AjjmEkc6GYXd5x_doc.png?alt=media&token=222d1ce2-68a8-49c9-ae3d-b1199b3b8cbd)

### 12. Select Person from Results

 If the person is already listed in the Master Index, review their information, make any necessary changes, and select them. Their information will auto populate into your report. 

![Select Person from Results](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2F6VEwmFa2smkyLC6FJpjKke_doc.png?alt=media&token=31bd7d51-562e-48a1-ac2e-b4ce417bc52a)

### 13. New Listing

 In the event the person is not listed in the master index, create a new listing for them if you are sure they are not already in the person index. This will assign them a LEX number, and will ensure any record or documentation will be associated and visible in the legal section of their master listing. 

![New Listing](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2F7KFPa34ntuTCLtJHktdhqT_doc.png?alt=media&token=392d2680-3c5e-4980-9b85-ebdc1bb4f85e)

### 14. Field Interviews

 This process changes also effects field interviews. 

![Field Interviews ](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2Fv1TgmC6j3munNZCoW4kf1C_doc.png?alt=media&token=66c0b09e-1975-41b2-be18-07a7b1527562)

### 15. Citations

 As well as citations. 

![Citations](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2FrVAK3pSH5HJ2sNnh9fVz2t_doc.png?alt=media&token=00e334e1-71c6-4367-b312-7333bdd0fe1d)

### 16. Adding Parties Using the Master Name or Persons Index

 Thank you for taking the time to watch this video and review the accompanying material. Again, the goal is to ensure that all reports, citations, field interviews and all other documentation can be associated or connected to a persons LEX number. 

![](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F5F9Y5qaMmnC45hz8kLjiiR%2Frsys7M2EwTcY14VtNzSTWx_doc.png?alt=media&token=6a2b7a13-f895-4344-9d36-3af85a21da33)

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