People
======

In addition to animals, Animal Shelter Manager can track information about
people. People represent any person or organisation who has any contact with
the shelter, be it staff member, volunteer, care officer, animal
adopter/fosterer, etc. 

Find Person
-----------

.. image:: images/findperson_advanced.png

The advanced find person screen is used to search for groups of people matching
criteria. It works exactly the same as the advanced find animal screen.

You can choose to filter the results to only show people who have the flags you
select in the flags dropdown. 

Edit Person
-----------

.. image:: images/person_details.png

The person screen is also grouped into separate tabbed sections with an
information banner. The screen allows you to store contact and classification
information for an owner, along with payments they make, any useful multimedia,
diary notes and animal movements, etc. 

Facilities are also supplied to write documents to an owner, email them from
within ASM and find their address on a map.

Person Types
^^^^^^^^^^^^

.. image:: images/person_types.png

The Type panel allows you to set various classification flags for the person,
along with comments and details on membership to your organisation.

.. note:: The gift aid registered flag appears for people in the UK. Setting this will default the gift aid flag when creating payments from this owner for tracking gift aid claims to HMRC. 

Warnings
^^^^^^^^

When you create new owner records and adopt animals to owners, the system will
perform some checks for you. Some of these require options to be set in
*Settings->Options* under the Movement tab (they are all switched on by
default). 

* Name Check: The system will check to see if there is someone with a similar
  name on file to the one you just entered. If there is, you will be shown a
  list of matches, with the option to view them and prompted as to whether you
  want to continue. 

* Address Check: The system will check to see if you have an owner on file at
  the same address as the one listed. This is useful for fraudulent owners who
  are banned from adopting animals getting family members to do it for them. 

* Postcode Check: The system will warn the operator if they attempt to adopt an
  animal to a new owner who lives in the same postcode as the animal's original
  owner. 

* Previous Owner Check: System will warn the operator if they attempt to adopt
  an animal to a new owner with a name and address similar to someone who has
  brought an animal into the shelter. 

* Non-Homechecked: The system will warn the operator if they attempt to adopt
  an animal to an owner who has not been homechecked. 

* Banned: The system will warn the operator if they attempt to adopt an animal
  to an owner who has been banned from adopting animals. 

Looking For
^^^^^^^^^^^

.. image:: images/person_lookingfor.png

Using the “looking for” panel, you can supply criteria for animals that person
is interested in adopting - it's a cut down version of the advanced find animal
screen with just the criteria relevant for a prospective owner.

Selecting active from the dropdown causes this person's criteria to be included
in the list of actively searching people. You also need to set a date to make
the criteria active, and optionally one to make it inactive if you would like
to give up looking after a period of time. To view matches for currently active
owners, run the “Person Looking For” report under ASM->Person->Match Looking
For. Because it can be quite intensive, the looking for report is run as part
of the daily tasks by ASM so it may take 24 hours for new people to appear. An
alert will also appear on the dashboard when matches are found.

Only one set of criteria can be held per person. 

Homechecker
^^^^^^^^^^^

.. image:: images/person_homechecker.png

Animal Shelter Manager allows you to keep a list of your volunteer homecheckers
in the owner database. 

To use this facility, simply set the “Homechecker” flag on the type panel, and
add the areas they are willing to check in the Areas box under the Homechecker
panel.

It is best to include both the area name and postal/zipcode in the box (eg:
Rotherham S60). You can then use the find person screen to enter the name of an
area you want to check by postcode or name and you will receive a list of
homecheckers who cover that area. 

When marking an owner as homechecked, you can link to the person record of the
person who did the check, and it will show up in their homecheck history. 

License
^^^^^^^

.. image:: images/person_license.png

The license tab holds details of animals licensed to this owner. This tab can
be removed with the option “Disable animal control functionality from menus and
screens” in the remove unwanted functionality section of
*Settings-Options-Options*.

Investigation
^^^^^^^^^^^^^

.. image:: images/person_investigation.png

ASM allows you to keep notes on any investigation currently going on against a
person.This tab can be removed with the option “Disable animal control
functionality from menus and screens” in the remove unwanted functionality
section of :menuselection:`Settings --> Options --> Options`.

Citations
^^^^^^^^^

.. image:: images/person_citations.png

The citations tab holds details of citations and fines given to this owner.
This tab can be removed with the option “Disable animal control functionality
from menus and screens” in the remove unwanted functionality section of
:menuselection:`Settings --> Options --> Options`.

Trap Loans
^^^^^^^^^^

.. image:: images/person_traploan.png

The trap loan tab holds details of traps loaned to this owner. This tab can be
removed with the option “Disable animal control functionality from menus and
screens” in the remove unwanted functionality section of
:menuselection:`Settings --> Options --> Options`.

Payments
^^^^^^^^

ASM also allows you to track payments from people here. Payments are any form
of income and can be broken down into classifications, such as adoption fees,
donations, specific fundraising donations, sponsorship, etc.

.. image:: images/person_payment.png

You can use this information to produce financial reports and graphs.
 
Payments can have a date due as well as a date received and can be assigned a
frequency. If the frequency is anything but “One-Off”, ASM will create the next
payment in the sequence when you mark the current payment as received. If a
payment has a due date of today or older, an alert will be shown on the main
screen.

Vouchers
^^^^^^^^

Lots of UK shelters run a voucher system to allow poorer owners on benefits
cheaper access to care from their clinics. Vouchers have an issue and expiry
date, along with a cash sum. You can set up as many different voucher types as
you like to cover different areas of medical care.  The voucher tab allows you
to log vouchers given to owners here. 

Links
^^^^^

The links tab enables you to view every other record in the system that this
person is attached to. 

Merging People
^^^^^^^^^^^^^^

The merge button on the owner screen toolbar allows you to choose another
person record to merge into this one. 

This is useful, because on occasion, users will key the same owner in twice
with a slightly different name and/or address and probably adopt an animal to
them, etc.

Open the person record that you want to merge into (the one that you want to
keep). Hit the merge button and choose the duplicate owner record. 

ASM will reparent all of the movements, links, media, etc from the duplicate
person into the currently open record. When it's finished doing that, the
duplicate person record will be removed.

If the target person has any blank contact fields that are present on the
duplicate person (address, telephone or email fields), they will be copied
from the duplicate before it is deleted.

.. note:: Person details are never copied during a merge, the merge just moves all the satellite data from the selected person to the open person before deleting the selected one. 

