Mobius User Guide

Published Date: November 24, 2017
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06 Person Record

Register a Person

Registration is the process that allows for the capture and retention of information about individuals. Individuals may be new or may already be in the Master Data Hub (MDH). If they are in MDH, some information can be brought into Mobius from MDH, during the registration process. It is important to ensure that individuals are only registered once and duplicates are not created.

Search and Register – Previously Registered in Mobius

Anchor Point: Workspace Section

  1. Select Search and Register from the Registration section of the Shortcuts Panel.
  2. Enter the search criteria and select Search. Results will display in the bottom half of the modal.
  3. Review the results list. If a match is found, and the Registered? column is Yes, select the hyperlink of the person’s name. Their record will open.
  4. Update or add information as required.

Search and Register – Not Previously Registered

Anchor Point: Workspace Section

  1. Select Search and Register from the Registration section of the Shortcuts Panel. 
  2. Enter the search criteria and select Search. Results will display in the bottom half of the modal.. 
  3. Review the results list. If no match is found, select the Next button. 
  4. Complete the mandatory and required fields.
  5. Select Save. The new record will open.
  6. Update or add information as required. 

Search and Register – Registered in MDH

Anchor Point:
Workspace Section

  1. Select Search and Register from the Registration section of the Shortcuts Panel.
  2. Enter the search criteria and select Search. Results will display in the bottom half of the modal.
  3. Review the results list. If a match is found, and the Registered? column is No, select the checkbox next to the matching name and select the Next button. Step 2 of the registration wizard will display with information pre-populated from MDH.
  4. If this is the correct client select Save. Their record will open.
  5. Update or add information as required.

Mandatory Fields
Required to save a client record and are identified with an orange asterisk. These include:

Declaration/Consent
Select from the drop-down menu (electronic, verbal or written), defaults to electronic.

Date Received
Enter the date consent was received, defaults to current date.

First Name/ Last Name
The legal first and last name of the individual.

Gender
Select from the drop-down menu, defaults to undeclared.

Registration Date
Select from the calendar, defaults to current date.

Marital Status
Select from the drop-down menu, defaults to unknown.

Note
Information should not be entered with apostrophes or hyphens or “special characters” (for example: Patti O’Furniture becomes Patti O Furniture). Always use the calendar icon to enter dates.

Required Fields
Additional fields are required based on business processes. These vary between business areas; please consult your business area for more information.