Additional Capabilities > Windchill Quality Management Solutions > Windchill Quality Management Navigation > Quality Utilities > People and Places Administration Overview > Creating People and Places
  
Creating People and Places
Creating people and places allows you to add them to the Windchill quality database. Once a person or place is created, you can search for them when performing steps in the quality workflow. You can also add additional site information or designate a role for a user.
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People and places are configurable.
Creating a New Person or Place
To create a new person or place in the database, follow these steps:
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Use the step navigator at the top of the screen to quickly move to a different step in the New Person or New Place window.
To add information to any table, click the add row icon or the add five rows icon and complete all relevant fields.
1. Select Quality > Utilities > People and Places Administration.
2. Click the new person or new place icon.
3. Complete the fields in the Set Attributes step.
For a new person, complete the following fields:
Attribute
Description
Type
Required. Type of person.
• Person
• Medical Professional
• Patient
Alternate Identifier
Alternate name of the person.
Status
Required. Status of the person. Some statuses allow the person to be removed from lists in the system without removing the person from the database.
• Current
• Former
• On Leave
• Retired
• Void
Primary Responsibility
Primary responsibility of the person (for example, complaint investigator, intern, supplier, and so on).
Status Date
Date the status was last updated. This is used for legal tracking purposes.
Active Indicator
Required.
• If active, select Yes.
• If inactive, select No.
Department
Department where the person works.
• Accounts Payable
• IT
• Marketing
Title
Job title.
Prefix
Designation before the name of the person, such as Dr., Ms., or Mr.
First Name
Required. First name of the person.
Middle Name
Middle name of the person.
Last Name
Required. Last name of the person.
Suffix
Designation after the name of the person, such as Jr. or Sr.
Gender
Select Female, Male, or Unknown.
Notes
Additional notes about the person.
For a new place, complete the following fields:
Attribute
Description
Type
Required. Type of place.
• Place
• Business Unit/Office
• Distributor
• Facility/Hospital
• Manufacturer
• Regulatory Agency
• Supplier
Alternate Identifier
Alternate name of the place.
Status
Required. Status of the place. Some statuses allow the place to be removed from lists in the system without removing the place from the database.
• Current
• Former
• On Leave
• Retired
• Void
Primary Responsibility
Primary responsibility of the place (for example, branch plant, main plant, and so on).
Status Date
Date the status was last updated. This is used for legal tracking purposes.
Active Indicator
Required.
• If active, select Yes.
• If inactive, select No.
Name
Required. Name of the place.
Notes
Additional notes about the place.
4. Click Next.
5. To associate addresses with the person or place, click the add row icon and complete the fields in the Addresses step.
Attribute
Description
Type
Required. Type of address defined by the customer to match their mailing system.
• Billing
• Corporate HQ
• Home Address
• Hospital
• Office
• Outpatient Clinic
• Unknown
Primary Address
Required. Select Yes if the address is the primary address. Select No if the address is not the primary address.
Mailing Address
Required. This indicates the address where mail can legally go, and it can differ from a physical address. Select Yes if the address is the mailing address. Select No if the address is not the mailing address.
Address Line 1
First line of the address.
City
City.
State/Province
State or province.
Address Status
Required. Current or last known status of the address.
• Active
• Inactive
Click the edit details icon to view and edit fields such as additional address lines, postal code, country, and status date. Click OK to return to the New Person or New Place window.
6. Click Next.
7. To associate a phone number with the person or place, click the add row icon and complete the fields in the Phone step.
Attribute
Description
Primary
Select Yes if the phone number is the primary phone number. Select No if the phone number is not the primary phone number.
Phone Number Type
Required. Type of phone number.
• Billing
• Corporate HQ
• Fax
• General
• Home Phone Number
• Medical Records
• Mobile
• Office
• Physician Directory
Phone Number
Required. The phone number for the person or place.
8. Click Next.
9. To associate an email address with the person or place, click the add row icon and complete the fields in the E-mail step.
Attribute
Description
Primary
Select Yes if the email is the primary email. Select No if the email is not the primary email.
E-mail Type
Required. Type of email.
• General
• Home Email
• Office
E-mail
Required. The email address of the person or place.
10. Click Next.
11. To link to another person or place, complete the fields in the Relationships step.
a. Click the add people or places to this table icon .
b. Search for the relationship.
c. Select the objects from the search results and click OK.
d. From the Relationship Type list, select a relationship. This field is required.
e. Optionally, enter a Start Date and End Date.
12. Click Next.
13. To add system information such as ERP system IDs or medical record numbers, complete the fields in the X-Ref System IDs step.
a. Click the add row icon .
b. From the System Cross Reference Type list, select the type of cross reference. This field is required.
c. In the System Cross Reference Value field, enter the value of the cross reference. This field is required.
14. Click Next.
15. To connect a part instance to the person or place, complete the fields in the Related Products step.
a. Click the add icon .
b. Select the part instance from the Find Object window.
c. Click OK. The system completes the Number, Name, Context, and Organization fields.
d. Optionally, complete the UDI and Comments fields.
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If you know the number of your part instance, you can look up the number in the quick search boxes at the bottom of the table, instead of using the icon.
Connections to part instances are allowed by default. To configure the system to also include parts and documents, the system administrator can add parts and documents to the People or Places Related Product type using the Relationship Constraints tab in the Type and Attribute Management utility.
16. Click Finish.