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Mobius User Guide

Published Date: November 24, 2017
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06 Person Record

Update or Add to a Person Record

Information on a Person Record can be updated and added to. When updating information it is important to keep a history. Instead of changing previous information, add to it. There is a general process for adding to a Person Record with four exceptions (a change of primary address, changing from a temporary Social Insurance Number to a permanent one, a registered name change and adding or modifying a bank account).

Anchor Point: Person Record

  1. Select the applicable tab and if required, the applicable page from the Navigation Panel.
  2. Select Edit from the Action Menu and enter an end date for the current record.  Do not type over the previous record.
  3. Select Save.
  4. Select New.
  5. Enter the mandatory and required fields.
  6. Select Save.

Exceptions
The following updates must be completed using the steps described below:

Primary Address Change

Anchor Point: Person Record

  1. Select the Contact tab.
  2. Select New.
  3. Enter the mandatory and required information including the Primary checkbox.
  4. Select Save.
  5. Select Edit from the List Action Menu next to the old primary address.
  6. Enter the end date.
  7. Select Save.
  8. Select Edit from the List Action Menu next to the new primary address.
  9. Select Save.

    Note
    Steps 8 and 9 are necessary due to the way Mobius and a legacy system communicate.

Social Insurance Number (temporary to permanent)

Anchor Point:
Person Record 

  1. Select the Identity tab.
  2. Select Alternate ID’s from the Navigation Panel.
  3. Select Edit from the List Action Menu for the temporary Social Insurance Number (SIN).
  4. Enter an End Date.
  5. Select Save.
  6. Select Delete from the List Action Menu for the temporary SIN.
  7. Select Yes.
  8. Select New
  9. Enter the permanent SIN and from date.
  10. Select Save.

Registered Name Change

Anchor Point:
Person Record 

  1. Select Edit on the Home tab.
  2. Enter the new name in the Name fields.
  3. Select Save.
  4. Select the Identification tab.
  5. Select New and enter the original registered name. 
  6. Select the appropriate Type.
  7. Select Save. 

Bank Account

Anchor Point: Person Home Page

  1. Select the Financials Tab then select the Bank Accounts Page from the Navigation Panel.
  2. Select New.
  3. Complete the fields:
    • Account Name: Individual’s last name followed by last 2 digits of the account number.
    • Bank/Branch: Select from the search field.
    • Account Number: Account number as identified in the documentation presented.
    • Evidence Presented: Bank Authorization, None or Void Cheque. Select the method by which the information was received.
    • Account Type: i.e. chequing or savings.
    • From: The date the direct deposit authorization was signed – do not future date.
    • To: Use only if the account is no longer being used and a new one is being entered.
    • Primary: Identifies a primary bank account. Select this check box for all new accounts being entered.
    • Joint Account: Select this box if the account is a joint account.
  4. Select Save.

This will trigger the Second Approver Workflow by creating a manual approve bank account task and sending it to the second approver who will either Approve or Reject the new bank account.

Note
If the bank account is approved (active), the user can enter the date or make a joint account using the edit function. If the bank account is still pending approval, user can edit all bank account information.