Information Items

Information Items store organisation-defined details on a Participant's profile. Create and manage the available items in Participant Information Item Settings, then add the relevant items to each Participant.

Attaching Information Items

To attach an Information Item to a Participant's profile, navigate to the Participant and scroll to the bottom of the page where you will find the Information Items section.

To add a new Information Item click Add Item.

You can then select the Information Item you would like to add to the profile.

Updating Information

Once you have attached an Information Item or if you would like to update the content for an existing Information Item, you can click on the Information Item heading (1) and then click Edit (2). This will open the edit form when you can provide a short summary as well as more details. If the information item has been configured to allow document uploads, you can also upload documents using this form.

Default Content for Information Items

You can set default content for information items to reduce repetitive data entry when adding information to Participants.

When configured, the default content will automatically pre-populate when a user selects that information item on a Participant profile.

To configure default content

1. Go to Settings
2. Select Participants
3. Create a new information item or edit an existing one
4. Enter content in the Default Content field
5. Save your changes

How it works

• When adding an information item to a Participant, the default content will be automatically pre-filled
• Users can edit or update the content before saving if required

Notes

• Default content is optional and can be left blank
• Updating the default content will apply to future entries, not existing ones

Required Information

A red alert icon means the Information Item is required but has no information yet. Add the missing information to clear the icon.

An Information Item is required for a Participant when it is required for everyone, or required for a tag the Participant carries. Required items are listed on the profile without being added first, so they don't appear under Add Item - that list only offers items the Participant isn't already required to provide. Removing the tag lifts the requirement and any details already saved stay on the profile.

Audit Trail

The audit trail provides a clear history of any changes made to an Information Item. To view it, open the relevant item and select the Audit Trail button located below the text. A pop-up will appear, displaying a list of all edits and activities associated with that item.

To view specific updates in more detail, select View changes next to the relevant entry. This will open a further pop-up showing the previous and updated content for that Information Item.