Concessionary Travel
Council Wide Digital PlatformNo Code Service CreationPowerful Integrated FormsGCloud Information
  • Concessionary Travel Digital Platform
  • 📘Case Management
    • Introduction
    • Basic Functions
      • Recent Cases
      • Create a person
      • Create organisation
      • Local Search
      • National Search (Blue Badge only)
      • Work Items
      • Intuitive User Interface
    • Case Administration
      • Summary
      • Online Application
      • Documents
        • Document Tags
      • Application Details (Blue Badge only)
      • Application Details (Freedom Pass and Taxi Card)
      • Workflow
      • Timeline
      • Notes
      • Create case manually
    • Dynamic Workflows
      • New Application
      • Renewals
      • Replacements (Blue Badge only)
      • Appeals
      • Badge or Application No Longer Needed (Blue Badge only)
      • Fast Track
      • Organisations
    • Export Cases (Blue Badge only)
    • Notifications
  • 🛠️Setting up the system
    • Setting up the System
    • Templates
      • Case created - GOV.Notify template
    • Users
    • Security groups
    • Workflow Stage Targets
    • Technical Requirements
  • ⚡Integrations
    • Integrations
    • DfT (Blue Badge only)
    • GOV.UK Pay (Blue Badge only)
    • Pay360 (Blue Badge only)
    • GOV.UK Notify
    • DVLA
  • ☁️OneVu - Self Serve
    • Self Serve
    • Activating Self-Serve
    • Accessing Self-Serve
  • 📊Reporting
    • Reporting
    • Blue Badge Application Dashboard
  • Blue Badge Performance Dashboard
  • Freedom Pass Dashboard and Taxi Card Overview
  • Freedom Pass and Taxi Card Performance Dashboard
  • Concessionary Travel Dashboard
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  1. Case Management
  2. Basic Functions

Create a person

PreviousRecent CasesNextCreate organisation

Last updated 3 months ago

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Create a person

This function is used to manually create a new person into CMS. The system will only allow you to create a new person if there is no existing person using the NINO provided.

You will be presented with the ability to add a new person as illustrated below:

Having completed the relevant mandatory information, and pressing Create, the system will then prompt you to create a case linked to the person record.

By pressing on the 'Create case' button you can then begin to update the case with the appropriate application data.

Having completed the r

Having completed the relevant mandatory information, when pressing on 'Create', the system will then prompt you to start uploading any relevant documentation linked to the person record.

If document upload is completed, or if no documents are available for upload, then by clicking on the 'Workflow' Tab a new screen appears allowing you to create a new workflow.

By clicking on 'New Workflow' a further screen appears allowing you to click on 'Choose Workflow' which will gives a dropdown menu which enables you to chose the workflow manaully for the type of application on which you are working.

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