Editing a Participant

Editing a Participant

Unlike all other cards on a Report each Participant is edited separately. To edit a Participant’s information either click the pencil icon on the right or click the link next to any question mark.

Details you record about a Participant are locked locally to the Report.

You can edit all Participant information regardless of whether their profile was brought across from Casebook or created directly on the Report.

If any changes are made to a Casebook Person’s profile after that person has been added to the Report then that Casebook person must be re-screened into the Report for their information to update. For more information, please access Re-Screening a Participant.

Changing Participant demographic information only updates Casebook profiles when the Report is approved. Only Participant information which is missing from the Casebook profile is updated. For details regarding information transferred from Report Participants to Casebook Person profiles see Information Copied from a Report to Casebook.

Fields available to be edited on a Participant edit page

• • Name (Required)

  • Alias

  • Person Description

  • Role on this Report (Required)

  • Date of Birth

  • Approximate Age

  • Gender

  • Primary and Secondary Language

  • Social Security Number

  • Primary Address and Location Type (Required)

  • Current Location at Time of Report (Required)

  • Email address

Note:

• • Race only appears on the Participant’s summary card and cannot be added or edited on the Participant edit screen

  • A Participant’s race should either be corrected on their Casebook profile page, prior to adding the person to the Report.

  • If race is updated on the Casebook person’s profile after being added to the Report then the Participant will need to be re-screened for race to update on the Report

Validation Notes when saving a Participant’s edit page

• • Participant's Date of Birth cannot be after the Date of Death

  • Date of Birth and Date of Death must be in mm/dd/yyyy format.

  • Date of Birth & Date of Death cannot be 200 years ago

  • Date of Birth and Date of Death cannot be future dates

  • Email address must be in a valid format (name@domain.xxx)

Tagging a Participant as an Unknown Person

This option only appears when editing a Participant who is not linked to a Casebook person.

To tag a Participant as unknown

• • Select the ‘This is an unknown person’ checkbox below the Participant name

• Participant’s Name becomes optional

• Optionally you can add information in the ‘Person’s Description’ field to assist in identifying this Unknown Participant elsewhere in the Report

  • • The person’s description appears on Allegations, mandated reasons, PEDS, and relationship forms to help differentiate multiple unknown Participants on a Report

Making a Participant a Reporter

At least one Reporter is required when the Report is submitted for approval.

To mark a Participant as a Reporter

• • Select the ‘This person is a reporter’ checkbox

  • Select ‘Type of Reporter’ from the dropdown

  • Select Reporter's ‘Source of Information’ (how the Reporter became aware of the Allegation)

    • Type of Reporter and Source of Information is displayed on this Participant’s summary card above their Name.

Note:

• • Reporter Types are displayed in two groups - 30 Day Report Required and 30 Day Report Not Required

  • Each group lists the Reporter types which should or should not receive a copy of the 311 Report

Additional Participant Information (DCS Specific)

You can select Additional Information about the Participant. Some selections will present an option to provide additional details related to that selection.

To Add Additional Information

• • Select the appropriate checkboxes

  • Add additional details as necessary

  • Click Save

Additional Information appears on the Participant’s summary card.

Notes:

• • Additional information has no impact on the Report regarding validations or conflicts

• Additional information is not automatically copied to the Person’s Casebook profile, it needs to be verified and added by an Investigator

See Information Copied to Casebook for details regarding Participant information that is copied to Casebook Profiles.

Back to Reporters and Participants -OR- Continue to Report Details