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bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.Persons.html
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<section class="master">
<h1>How to Add People</h1>
<img type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Front.Page.John.Scott.Doh?format=png" alt="Photo of John Scott Doh" title="Add people: John Scott Doh">
<img type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Front.Page.John.Scott.Doh?format=png" alt="Photo of John Scott Doe" title="Adding persons: John Scott Doe">
<footer>
by <a href="http://www.osoe-project.org/contact">OSOE Project</a>.
</footer>
<details open="open">
<p>Now you have access to your ERP5, we are going to show you how to create persons in ERP5, thanks to the «&nbsp;base&nbsp;» area of the application. These persons can be either you, your co-workers, your clients, your suppliers, etc. Every person you interact with can be stored in ERP5. Here we will use an example of adding people into ERP5</p>
<p>Now that you have access to your ERP5, we are going to show you how to create persons in ERP5, thanks to the «&nbsp;base&nbsp;» area of the application. These persons can either be you, your co-workers, your customers, your suppliers, etc. Every person you interact with, can be stored in the ERP5 database. Here we will use an example of adding persons into the ERP5 database.</p>
</details>
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</test>
</section><section class="illustration">
<h1>Example</h1>
<img type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.John.Scott.Doh.Example?format=png" alt="Add a person in ERP5 example: John Scott Doe" title="Add a person in ERP5 example: John Scott Doe">
<img type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.John.Scott.Doh.Example?format=png" alt="Adding persons in ERP5 example: John Scott Doe" title="Adding persons in ERP5 example: John Scott Doe">
<details open="open">
<p>As you can see on the picture, we are going to create a person named John Doe, with the information above.</p>
<p>As you can see in the picture, we are going to create a person named John Doe, with the information provided above.</p>
</details>
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</test>
</section><section class="screenshot">
<h1>Click on the “New” tab</h1>
<img title="Add persons: Click on the 'New' tab" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Menu.New?format=png" alt="Add person: Click on the 'New' tab">
<img title="Adding persons: Click on the 'New' tab" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Menu.New?format=png" alt="Adding persons: Click on the 'New' tab">
<details open="open">
<p>After you log in your ERP5 instance, in the ERP5 home page, click on “new” in the tab menu, you will see the Base area on the first line. The Base area gathers the person and organisation creation functions. This is also in this module that you will be able to add a currency for example.</p>
<p>After you log into your ERP5 instance, in the ERP5 home page, click on “new” in the tab menu, you will see the Base area in the first line. The Base area includes the "Currencies", "Organisations" and "Persons" creation functions.</p>
</details>
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</section><section class="screenshot">
<h1>Click on “Persons”</h1>
<img type="image/svg+xml" title="Add people: Click on 'Person'" alt="Add people: Click on 'Person'" src="http://img.erp5.cn/user-Howto.Add.People.Menu.Persons?format=png">
<img type="image/svg+xml" title="Adding persons: Click on 'Persons'" alt="Adding persons: Click on 'Persons'" src="http://img.erp5.cn/user-Howto.Add.People.Menu.Persons?format=png">
<details open="open">
<p>Click on “person” to create a person. This will open the View page of a new Person's document where you will have to fill with the required information.</p>
<p>Click on “Persons” to create a person. This will open the View page of a new Person's document where you will have to fill in the required information.</p>
</details>
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</table>
</test>
</section><section class="screenshot">
<h1>Reach the person creation page</h1>
<h1>The person creation page</h1>
<img title="Person creation page" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Action.Tab.Screenshot?format=png" alt="Person creation page">
<details open="open">
<p>The person creation page helps you store any specific information about a person, whether it is personal or financial, or even his/her picture. <strong>Note:</strong> If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page. All those tabs gather the required information about the person, and it is possible to add some more details with the "Action" menu on top of the page, as we will see later in this tutorial.</p>
<p>The person creation page helps you store any specific information about a person, whether it is personal or financial, or even his/her picture. <strong>Note:</strong> If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page. All those tabs gather the required information about the person, and it is possible to add more details with the "Action" menu on top of the page, as we will see later in this tutorial.</p>
</details>
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</test>
</section><section class="screenshot">
<h1>Fill the “View” page and save</h1>
<img title="Add people: Fill the 'View' tab and save" src="http://img.erp5.cn/user-Howto.Add.People.View.And.Save?format=png" type="image/svg+xml" alt="Add people: Fill the 'View' tab and save">
<img title="Adding persons: Fill the 'View' tab and save" src="http://img.erp5.cn/user-Howto.Add.People.View.And.Save?format=png" type="image/svg+xml" alt="Add people: Fill the 'View' tab and save">
<details open="open">
<p>Now let's refer back to our example: one of your company's contact is John Doh, the marketing manager of Z Company, a client of your company. Fill out the “view” page with those basic information of Mr Doh, then you can store his information in ERP5, by clicking on the Save button.</p><p>Note that after entering all information in the current form, you should always save them before switching to another tab or document.</p>
<p>Now let's refer back to our example: one of your company's contact is John Doe, the marketing manager of Z Company, a client of your company. Fill out the “view” page with the basic information of Mr Doe, then you can store his information in the ERP5 database, by clicking on the Save button.</p><p>Note that after entering all information in the current form, you should always save before switching to another tab or document.</p>
</details>
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<h1>Create the related organisation</h1>
<img title="Create the related organisation" alt="Create the related organisation" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Create.The.Related.Organisation?format=png">
<details open="open">
<p>Now that you have saved the information about John Doh, we see that there seems to be a problem with the organisation Z Company. Indeed, as John Doh is the first person of Z Company to be stored in ERP5, the organisation does not exist yet, unless you have created it before thanks to the organisation creation function, which obviously is not the case here.</p><p>We will now solve this problem by creating the organisation - Z Company. To do that, just open the item list circled in red, and choose “Add organisation”.</p><p>Note that you cannot see it but your organisation has been created in the “organisation” section.</p>
<p>Now that you have saved the information about John Doe, we see that there seems to be a problem with the organisation Z Company. Indeed, as John Doe is the first person of Z Company to be stored in the ERP5 database, the organisation does not exist yet, unless you have created it before using the organisation creation function, which is not the case here.</p><p>We will now solve this problem by creating the organisation - Z Company. To do so, just open the item list circled in red, and choose “Add organisation”.</p><p>Note that you cannot see it, but your organisation has been created in the “organisation” section.</p>
</details>
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<details open="open">
<p>
When you are done with the “view” tab, <strong>fill the other tabs.</strong>
For example, you can fill out the “details” tab with the information: The middle name of John Doh is Scott; John is married and has two children. You can also add a profile photo to it.
For example, you can fill out the “details” tab with the information: The middle name of John Doe is Scott; John is married and has two children. You can also add a profile photo of him.
</p>
</details>
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</test>
</section><section class="screenshot">
<h1>About the other tabs</h1>
<img type="image/svg+xml" title="Add people: Other tabs in the 'Details' page" alt="Add people: Other tabs in the 'Details' page" src="http://img.erp5.cn/user-Howto.Add.People.Details.Other.Tabs?format=png">
<img type="image/svg+xml" title="Adding persons: Other tabs in the 'Details' page" alt="Adding persons: Other tabs in the 'Details' page" src="http://img.erp5.cn/user-Howto.Add.People.Details.Other.Tabs?format=png">
<details open="open">
<p>As you can see, some tabs like “assignment” for instance, do not allow to enter data. Indeed, the only way to specify this information to ERP5, is to use the “Action” item list and choose “Add assignment”. But it is important to notice that the tabs circled in red on the picture, are tabs that will automatically be updated by the application whenever necessary. This subject will be treated in a specific tutorial.</p><p>Remember that these tabs provide the general information about the person you are creating, but you can add different properties using the "Action" menu on top of the page. For example, the « view» tab allows you to set the person's email address. But sometimes, a person can have several email addresses. The "Action" menu makes it possible for example to add an other email address; simply choose “add email”.</p>
<p>As you can see, some tabs like “assignments” for instance, do not allow you to enter data. Indeed, the only way to enter this information into the ERP5 database, is to use the “Action” menu list and choose “Add assignment”. It is important to notice that the tabs circled in red on the picture, are tabs that will automatically be updated by the application whenever necessary. This topic will be treated in another tutorial.</p><p>Remember that these tabs provide the general information about the person you are creating, but you can add different properties by using the "Action" menu list at the top of the page. For example, the « view» tab allows you to set the person's email address. It can sometimes be the case that, a person can have several email addresses. The "Action" menu list makes it possible, for example, to add another email address; simply choose “add email”.</p>
</details>
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</test>
</section><section class="screenshot">
<h1>How to Validate a Person (1)</h1>
<img type="image/svg+xml" alt="Validate new person (1): Click on the 'Action' tab" title="Validate new person (1): Click on the 'Action' tab" src="http://img.erp5.cn/user-Howto.Add.People.Validate.1.Action?format=png">
<img type="image/svg+xml" alt="Validating new persons (1): Click on the 'Action' tab" title="Validating new persons (1): Click on the 'Action' tab" src="http://img.erp5.cn/user-Howto.Add.People.Validate.1.Action?format=png">
<details open="open">
<p>Open the "Action" menu.</p><p>ERP5 is an application based on workflows, which means that the data you enter in the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is “draft”, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.</p>
<p>Open the "Action" menu.</p><p>ERP5 is an application based on workflows, which means that the data you enter into the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is “draft”, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.</p>
</details>
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</test>
</section><section class="screenshot">
<h1>How to Validate a Person (2)</h1>
<img type="image/svg+xml" alt="Validate new person (2): Click on 'Validate'" title="Validate new person (2): Click on 'Validate'" src="http://img.erp5.cn/user-Howto.Add.People.Validate.2.Validate?format=png">
<img type="image/svg+xml" alt="Validating new persons (2): Click on 'Validate'" title="Validating new persons (2): Click on 'Validate'" src="http://img.erp5.cn/user-Howto.Add.People.Validate.2.Validate?format=png">
<details open="open">
<p>Click on “Validate”.</p>
</details>
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</test>
</section><section class="screenshot">
<h1>How to Validate a Person (3)</h1>
<img type="image/svg+xml" alt="Validate new person (3): Check the update status" title="Validate new person (3): Check the update status" src="http://img.erp5.cn/user-Howto.Add.People.Validate.3.Status.Changed?format=png">
<img type="image/svg+xml" alt="Validating new persons (3): Check the update status" title="Validating new persons (3): Check the update status" src="http://img.erp5.cn/user-Howto.Add.People.Validate.3.Status.Changed?format=png">
<details open="open">
<p>Check the update status which has been changed from "Draft" to "Validated".</p><p>Thanks to this function, your data will be validated, which means that your co-workers can be confident in accuracy of the information.</p>
<p>Check the update status which has been changed from "Draft" to "Validated".</p><p>Thanks to this status change, your data will be validated, which means that your co-workers can be confident in the accuracy of the information.</p>
</details>
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</table>
</test>
</section><section class="screenshot">
<h1>How to Check the Creation (1)</h1>
<img title="Check person creation (1): Click on the 'Modules' tab" alt="Check person creation (1): Click on the 'Modules' tab" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.1.Modules.Persons?format=png">
<h1>How to Check the Person´s Creation (1)</h1>
<img title="Checking person´s creation (1): Click on the 'Modules' tab" alt="Checking person´s creation (1): Click on the 'Modules' tab" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.1.Modules.Persons?format=png">
<details open="open">
<p>Now that the person has been created, defined and validated, we are going to check that everything worked fine.</p><p>This is a 3 step procedure: As a first step, browse the “ERP5 modules” item list on the top of the page, and choose “persons”. The aim of this action is to lead you to the person module which displays each person who has been created in ERP5.</p>
<p>Now that the person has been created, defined and validated, we are going to check that everything works correctly.</p><p>This is a three step procedure: As a first step, browse the “ERP5 modules” item list on the top of the page, and choose “persons”. The aim of this action is to lead you to the person module which displays each person who has been created in the ERP5 database.</p>
</details>
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</table>
</test>
</section><section class="screenshot">
<h1>How to Check the Creation (2)</h1>
<img title="Check person creation (2): Click on 'Persons'" alt="Check person creation (2): Click on 'Persons'" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.2.Persons.List?format=png">
<h1>How to Check the Person´s Creation (2)</h1>
<img title="Checking person´s creation (2): Click on 'Persons'" alt="Checking person´s creation (2): Click on 'Persons'" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.2.Persons.List?format=png">
<details open="open">
<p>The second step is only to check that you are located in the person general menu and that the new person you created is on the Persons List.</p>
<p>The second step is to check that you are located in the person general menu and that the new person you created is on the Persons List.</p>
</details>
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</section><section class="screenshot">
<h1>Use "Browse" tab</h1>
<img title="Check person creation: Browse the 'Persons' database" alt="Check person creation: Browse the 'Persons' database" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base?format=png">
<img title="Checking person´s creation: Browse the 'Persons' database" alt="Check person creation: Browse the 'Persons' database" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base?format=png">
<details open="open">
<p>You can also use the "Browse" tab in the home page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base”module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.</p>
<p>You can also use the "Browse" tab on the home page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base” module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.</p>
</details>
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