Beruflich Dokumente
Kultur Dokumente
Notes: Trying to not have a lot of scrolling on the page. Potentially open to a redesign if
it makes sense. Highlighted areas need more info
Processes:
A. ECIF Data Stewardship
B. ECIF PS Data Stewardship
1. Home
2. Search Party
3. Retrieve Party
4. Retrieve Household
5. Establish Party
1. Home
This is an option that will bring up the main page, though no work can be done without clicking
on 2., 3. 4, 5. This will be up for review on whether it should be removed.
2. Search Party
This option will change the view based on the dropdown selected for Search type.
2A. Party Type – Dropdown:
All
Person
Org – Currently Unused
2B. Search Type – Dropdown:
Name, Address, Party TIN, Phone number – these are
listed below 2D, 2E, 2G, 2F
2F. Go
3A. Party ID
3B. ECN
3D2 Tabs
Attributes, Names, Phones, Addresses, Emails,
Policies, Party Relationships, Preferences,
Suspect Duplicates
3D3. Modify Party – Refer to screenshots
below
3D3D. Addresses
------------------------------Addresses--------------------------------------- 3DZ. Add New
3DY. Update
3DX. Delete
3D3E. Phones
<No image referenced>
3DZ. Add New
3DY. Update
3DX. Delete
---------------------------------Preferences---------------------------------------
3D3F. Email Addresses
<No image referenced>
3DZ. Add New
3DY. Update
3DX. Delete
3D3G. Preferences
3DS. Add
3DR. Update
3DQ. Delete
3D4A. Select Search Type
3D4. Search and Collapse Dropdown:
Name Search
Address Search
Party TIN Search
Phone Number Search
3D4B. Select Party Type
Dropdown:
Person
3D4C. Name/Address
3D4H. Cancel
3D5A. Static Details…
3D5. Transfer Agreements
3D5B. To Existing Party -- Refer to 3D4.
Search and Collapse screenshots
previously
Cancel
4. Retrieve Household
Manual move to select and move customers to a household (college student moving in with
parents)
4. Retrieve Household 4A. HH#
4B. Go
4C. Details…
5B. Suffix
Dropdown:
JR, SR, I, II, III, IV, V, VI
5C. Gender
Dropdown:
Unknown, Male, Female
5F. Save
5G. Cancel