Editing a Person
There will be times when we need to update a person’s profile to keep their information current.
This is done through the People module in iKnow.
Click the People icon, and search for the person whose details need updating. Select the person from the list of Search Results and click the Edit button at the top right of the page.
We can now add any missing information, or update existing information, about the person. So, for example, we can change the email address, add a Date of Birth and so on. Once we have made our changes, don’t forget to click the Save button.
Update an Address
To update an address or landline number, click the Relationships/Address tab at the top of the page, click the Edit Address button and enter the new address details. Again, don’t forget to click the Save Address button at the bottom of the page.
Move to a New Address
If someone is moving away from a family address, for example, someone may be starting university and moving out of the family home, we will need to move them out of the family address in iKnow.
In the People module, search for the person who is moving out, click their name in the Search Results, click the Edit button at the top right of the page and click the Relationships/Address tab. We will see the current address details on the page, to remove them from the address, click the red Remove from this address button. This will remove them from this address and we can now add their new address.
In the search bar, labelled Enter postcode or surname, type the postcode of the address they are moving to. Next click Add New Address and we will see that the address details are cleared. Enter the new address details and click the Save Address button at the bottom of the page. The person will then be moved to the new address in iKnow.
Move to an Existing Address
We can also move someone into an address, for example, a person coming back from University and moving back into their parents’ home.
Find the person who is moving in to the address, in the People module, click their name in the Search Results, click the Edit button and click the Relationships/Address tab at the top of the page.
In the search bar, type the surname of the family whose house they will be moving into, or type the postcode of the address they will be moving into. We will see a list of matches below the search bar. Find the correct household and click on it. The address details will be added automatically. We will then need to click the Add to this address button to add them to the address.