Person Detail - Person Data Panel


The purpose of this document is to help you navigate the Person Data panel on the Person Profile page. The Person Data panel can be used for quick updates of information where you only need to update a single field. 

  1. From the landing page, search for the Person you wish to view (if you need tips, click here)
  2. From the end of the person's row, find the three-dot "hamburger menu" on the right. 
  3. Your cursor should turn from an arrow to a pointing finger when you hover over the dots. When it shows the pointing finger, click your left mouse button to see the two options. 
    • Clicking See Person Detail will take you to the Classic Person Details page. 
    • Clicking See Person Profile will take you to the new Person Profile page
  4. Click See Person Profile to proceed. 
  5. Just below the Summary Card on the left of the screen, you will see the section for Person Data.
  6. If you scroll down this area, it will show you a snapshot of the animal's current information, including: 
    • Person Identification
    • First Name
    • Last Name
    • Gender
    • Date of Birth
    • Email
    • Cell/Mobile
  7. Most of these can be edited from this panel for quick updates/corrections. 
  8. To edit, hover your mouse anywhere over the section you wish to edit until a small pencil icon appears, like this one:
  9. Click on the pencil icon to open the edit card: 
  10. Make your change in the field provided and the Save Data button seen at the top right of the card will activate. It will be grey and inert until a change is made. 
  11. Click Save Data to save your change and close the card. 
  12. You can close the card and return to the Profile page at any time by clicking anywhere on the screen outside of the card area, or by clicking the (x) cross. 
  13. Any area you cannot edit will not offer the edit icon. 
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