New Person Procedure- New UI

How to Add a New Person in ShelterBuddy-New UI

Step 1: Access the Add Person Feature 0:00

• Click the plus sign in the ShelterBuddy UI.

• Select 'Add Person' from the dropdown.

Step 2: Fill Out Basic Information 0:11

• Complete all fields marked with a red asterisk (required).

• Include basic details such as name and contact information.

Step 3: Add Additional Details 0:19

• Optionally add spouse details or select 'Head of Household'.

• Include any required identification information if necessary.

Step 4: Enter Special Messages 0:31

• Indicate how the person found out about your organization.

• Add notes such as 'do not adopt' or 'do not foster' if applicable.

Step 5: Include Occupation Information 0:45

• Optionally add the person's occupation and company details.

Step 6: Proceed to Address Entry 1:01

• Click 'Next' to move to the address entry screen.

Step 7: Add Contact Information 1:07

• Enter the address details.

• Optionally add more phone numbers or indicate 'do not email'.

Step 8: Finalize the Entry 1:15

• Click 'Finish' to complete the addition of the person.

Step 9: Review Characteristics and Notes 1:29

• Check the characteristics section for any relevant information.

• Review notes such as 'do not adopt' or 'do not foster'.

Step 10: Completion Confirmation 1:45

• Confirm that the new person or organization has been successfully added to the ShelterBuddy system.

Link to Loom

https://loom.com/share/5f90763bc5ba4b888f7351d46e5478e5