Edit Participants

You can edit the role and reference number for the participant relating to this work type.

The Organisation/Person details can be edited by clicking on the icon next to their name. For details see Edit Person/Organisation below.

Any other details relating to this party type can also be edited. These details are different depending on the party type.

Connections display in the Network Connections aspect and also the Connections blade. For details see Manage Participant Case Connections.

The party type field at the bottom of the Individual Details aspect.

The party type entered here will determine what extra fields exist on this aspect to capture further information about the participant.

For example, if the party type is Expert, an extra aspect displays to capture their details.

A participant may belong to more than one party type. Accordingly, several additional aspects may be presented.

The navigation (nav) bar shows how many competencies (i.e. skills or specialisms) the current participant has. Click to open the blade and view them.

Use the box at the top to filter through the Competencies displayed on the blade.

Use the button at the bottom right to search through and add new Competencies.

Click when finished.

Dependent upon the role selected, further aspects may be presented. These will capture information specific to the selected person, in that role, for that particular case.

In this example, we are capturing witness details concerning a statement.

In this example, we are capturing whether the Complainant is a vulnerable person.

This nav bar presents the address (location) details of the participant. The Locations nav bar shows the total number of set locations.

All locations linked to this participant are presented.

Use the icon to edit a selected address.

Use the icon to disassociate an address from the participant (but still retain the address on the ShareDo system so other participants can use it).

Use the button at the bottom right to add a new address.

Select the type of new address to be created. E.g., Correspondence. More than one location type can be selected.

If you selected the wrong location type, click the X on the tag to clear the location.

There are two methods of entering an address. Either use the Find Address search box by starting to type the address and then selecting the correct one from the results or click the Enter address manually link to open a form to enter the address details. Use the Map section as a visual confirmation of the address.

If you use the Enter address manually link, the blade will automatically present the appropriate boxes for you to complete.

This nav bar shows how many other work items the current participant is connected to.
In this example, the participant has been assigned 75 times across three main types of work: Instructions, Matters, and Tasks. Click the arrow to the right of each entry to view the details. E.g., Matters.
In the blade that opens, use the burger menu to the right of each entry to open the matter (or enquiry or task) or the icon to open the blade view of the matter.
You can also use the Connections blade to establish connections between one participant and another. E.g., employee and employer. Click Add New at the top of the blade.
The possible relationships available are presented. The participants party type determines these. To add a relationship, click the appropriate hyperlink to open a search blade.
Search for the participant you wish to link to (or create it, if required), then click the icon.
A further blade may open to capture the nature of the relationship. Complete the details, then select Save & Close .
The relationship now appears at the top of the user profile connections blade.