Add Parties and Master Name Index in CivicRMS

This video addresses adding parties using the master indexes in CivicRMS

Go to 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.

2. Open Incident Details

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

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.

4. Process Change

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

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.

6. Missing LEX Number

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

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.

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.

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.

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.

11. Search for Person

Search for the person in the Master Index.

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.

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.

14. Field Interviews

This process changes also effects field interviews.

15. Citations

As well as citations.

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.

Please feel free to call us at anytime for questions or assistance at 877-778-5277, or email us at support@civiceye.com, and thank you for your continued support.