Contacts / NOK

Purpose:

Form is used to enter and review any contact that is not a user and NOK for a specific case and track notification attempts. Other forms may have a popup with Contact/NOK information that will be used to enter contacts related to contact type fields as well. A grid will display of all contacts.

Navigation Tips:

• Clicking on the ‘Add new record’ button, the user will be taken to the popup to input information. Yellow highlighted fields are the only fields required.
• Click the 'Update' button to save the information on the form.

Sub-Section - Contact

• Contact Type – select from the dropdown (this is editable field)
• Prefix – text field
• Suffix – Suffix– select from dropdown – you can add to the dropdown by selecting the + sign which will appear by hovering over the dropdown arrow
• Credentials – text field
• Last Name (required) – text field
• First Name (required) – text field
• Middle Name– text field
• Phone Home – phone format
• Phone Cell - phone format
• Phone Work - phone format
• Phone International – text field
• Address – text field
• Zipcode - Zip Code fields will auto fill the City, State and County
• Country – select from dropdown
• Years in County – text field

Sub-Section - Demographic Information

• DOB – Date of Birth – Select from the calendar or type in date in this format nn/nn/nnnn
• Relationship – select from dropdown
• SSN - Social Security Number – 3-2-4 number format
• Gender – select dropdown – you can add to the dropdown by selecting the + sign which will appear by hovering over the dropdown arrow
• Ethnicity – select from dropdown– you can add to the dropdown by selecting the + sign which will appear by hovering over the dropdown arrow
• Decedent’s Race – select from dropdown; multiple selections can be made and they will add to the field dropdown – you can add to the dropdown by selecting the + sign which will appear by hovering over the dropdown arrow
• Immigrant – checkbox – click only if applicable
• US Citizen – checkbox– click only if applicable
• Indigent – checkbox– click only if applicable
• Marital Status – select from dropdown
• DL State – select from dropdown
• DL Number - text field for driver’s license

Agency – select from the dropdown - you can add to the dropdown by selecting the + sign which will appear by hovering over the dropdown arrow

Sub-Section – Work Information

• Occupation Trade – text field
• Kind of Business Industry - select from the dropdown
• Job Position – text field
• Employer– text field
• Phone Employer - text field
• Time with Employer - text field
• Time in Occupation - text field

Section – Notification Attempt

A contact must be selected first from the contacts grid above.

• Notification Status – select from dropdown – you can add to the dropdown by selecting the + sign which will appear by hovering over the dropdown arrow
• Entered Date – Select from the calendar or type in date in this format nn/nn/nnnn
• Entered Time – select from clock or type in time
• By – Select from dropdown – you can add to the dropdown by selecting the +sign which will appear by hovering over the dropdown arrow
• Notification Method – select from the dropdown
• Notification Comment – test field