📔Create an Individual Registrant

Social Registry

This document provides instructions to create an Individual Registrant in the Social Registry module.

Prerequisites

  • The user must have Registrar and Administrator role.

  • The user must have access to the Social Registry module.

Procedure

  1. Use the link socialregistry.explore.openg2p.org to access Social Registry.

Social Registry screen is displayed.

  1. Click the Individual in the menu bar.

Individual screen is displayed.

  1. Click the New button.

Individual New screen is displayed.

The fields and their descriptions are given below:

FieldDescription

Family Name

Enter the family name of the individual. It is a mandatory field.

Given Name

Enter the given name of the individual. It is a mandatory field.

Additional Name

Enter the additional name of the individual. It is a optional field.

Add the individual photo.

Tags

Select the appropriate tag from the drop-down.

Registration Date

Displays the current date by default

  1. Click the Personal Info tab.

The fields and their descriptions are given below:

FieldDescription

Address

Enter the Address of the individual

Email

Enter the Email of the individual

District

Enter the district name of the individual

Region

Ener the region of the individual

Birth Place

Enter the birth place of the individual

Date of Birth

Enter the date of birth of the individual

Approximate Birthdate

Check the box, if the date of birth of the individual is not available

Age

Enter the approximate age

Gender

Select the appropriate option in the drop-down.

CivilState

Enter the civil state of the individual

Occupation

Enter the occupation of the individual

Income

Enter the income of the individual

Disable

Click the Disable button to disable the data

  1. Click the Add a line.

  2. Enter the Phone Numbers, Country, and Date Collect.... of the individual.

IconClick to

Select the appropriate value. The available values are:

  • Archive

  • Duplicate

  • Send SMS Text Message

  • Download (vCard)

  • Privacy Lookup

  • Grand portal access

Save manually the individual data and exit from the screen

Discard changes and exit from the screen

The newly created individual registrant gets added in the existing individual list.

This completes the creation of individual registrant in Social Registry module.

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