ALIM Web Help

To Create a Person from a Template

Follow these steps to create a Person, in ALIM Web.
Note: You must be an ALIM Web Administrator, in order to create a Person.
  1. From the Navigation pane, select the Home icon. The Create New card appears in the Content pane. For example,
  2. If more than one scope exists in the community, set the scope in which to create the person.
  3. Click Person.
    The Create a Person wizard opens. For example,
  4. Select an approved person template that you want to use, and then click Create and edit.
    The Template page appears, open to the Properties topic. For example,
  5. Enter the following required information:
    • Code – A unique code assigned to the person.
      Tip: You can use a numbering mask and then click to automatically generate a code based on the specified format.
    • Last Name – The last name of the person
    • Initials– The initials of the person
  6. You can enter a First Name and Title in the boxes provided.
  7. Ensure that the Status is set to Active.
  8. You can enter any additional Full Names and Remarks in the boxes provided.
  9. Depending on the template, you can expand additional topics to add objects to the person.
  10. When you are finished, click Save. The person is created, and the Person page appears. For example,
Parent topic: Creating Objects