Create a new person

Owned by Joe Large
Apr 02, 2024
3 min read

Adding a new record in EliteID works by guiding you through the data input and photo capture process.

Launch the "Create Person" modal by clicking the blue "+" button at the top right of any page, next to the Search bar.

Note: To import multiple person records and photos at once, refer to Data Import.

Create Person

Data Entry

The wizard starts with the "Person" section at the top, where you'll enter the ID Number, Last Name, First Name, Preferred First Name, and Middle Name. A couple of important points:

  • The ID Number must be unique. EliteID will alert you if you accidentally enter an existing number.

  • Any fields marked with a red asterisk (*) are required before proceeding.

Below the core person fields, you'll see any additionally configured "User Defined Fields" or custom fields your organization uses. Complete these relevant details as well. If there are multiple pages of fields, just click "Next" to navigate through them all.

Once you've gone through all the data entry pages, you can move on to adding a photo.

Photo capture

On the Photo step, you have the option to either take a photo using a camera or upload an existing file from your computer. CloudCard subscribers have the option to send an email invitation.

Visit https://vds.atlassian.net/wiki/spaces/EliteID/pages/1971683335 for additional information.

Final review

After the photo, you'll see a final review page displaying all the information you've entered. Expand the "More..." section to verify the user defined fields look correct.

If everything looks good, click Save to create the new person record. But if you need to modify any details or update the photo, just click Back to return to the previous steps.

Assigning an ID Number using AutoID

The AutoID feature allows you to add new Person records without the need to manually assign or track ID numbers. This streamlines the process and helps prevent duplicate or conflicting ID numbers.

Assigning an AutoID ID number to a new Person record is a simple process:

  1. Click the Create Person button.

  2. On Step 1 (Data Entry), click the AutoID button to display the available AutoID pools.

  3. Select an AutoID pool from the list.

  4. Complete the remaining steps and click Save.

The system will automatically assign the next available ID number from the selected pool when the record is saved.