The Person form is a single-row form used to capture the client's name, demographic and DePauw related information. This form is used to link the client with their corresponding Address and Digicomm forms. Complete this form first before creating the client's Address and Digicomm forms.
The Person form can be opened several ways:
- New Person Form. A new Person form can be opened by selecting the Client Information Services link on the e-Services page or by clicking on the New link on an existing Person form.
- Existing Person Form. Use the Person Search link located at the top of the CIS forms window.
When a client's record is in the update mode, the name, address and DPU ID number will be displayed in the Information Header. Clicking on the Client's name will open to applicable Client Information screen. (Prospective Student, Current Student, Alumni)
The Name Information is the top box of the form and is where the client's name and related information is entered.
Last Name. Enter the client's last name.
Attention: This is a required field.
First Name. Enter the client's first name.
Attention: This is a required field.
Middle Name. Enter the client's middle name.
Nickname. Enter the client's nickname if available.
Title. Select the client's formal title, such as Dr. or Mr., from the drop-down list.
Note: See Navigating Drop-Down Lists.
Suffix. Select the suffix of the client's name, such as Jr or III, from the drop-down list.
Former Name. Enter the client's former name. This will normally be the client's maiden name.
Gender. Select the client's gender from the drop-down list.
The Demographic Information is the middle box of the form and is where the client's demographic information is entered.
Date of Birth. The client's birthday can be entered several ways. Either manually enter the client's birthday using mm/dd/yyyy, I.e. 05/26/1961, or select the Flashlight to open the calendar and select the date.
Note: See LOV (Calendar) and Eraser.
Birth City. Enter the client's city of birth.
Birth State. Select the client's state of birth from the drop-down list.
Birth Country. Select the client's country of birth from the drop-down list.
Deceased. Select if the client is deceased or not by choosing the appropriate radio button.
Note: See Navigating Radio Buttons.
Date Deceased. If the client is deceased, then enter the appropriate date.
Marital Status. Select the client's marital status from the drop-down list.
National Identifier (SSN). Enter the client's national identifier. For US citizens this will be their social security number.
Country of Nationality. Select the client's country of origin or Nationality from the drop-down list.
Ethnicity. Select the client's ethnicity from the drop-down list.
US Citizen. Select the client's US citizenship status from the drop-down list.
Attention: This is a required field. Select either Non-citizen, Permanent Resident or US Citizen as applicable.
English a Second Language. Select Yes if the client uses English as a second language.
First Generation College. Select Yes if the client is a first generation college student.
Religious Preference. Select the client's religious preference from the drop-down list.
The DePauw Information box is the lower box of the form and is used to enter the DePauw related information.
DPU Username. Enter in the client's DePauw assigned username.
Source. Select the originator (or source) of the person's information.
Restricted Mailing. Select an item to specify whether the client should receive all mail, some mail, or no mail.
Date Added. This field is automatically added when the record is added.
Business Title. Enter the individual's business title, ex. Manager of Operations, if applicable.
President Nickname. Enter the name that the President's Office uses to address the client in their mailings.
Volunteer Nickname. Enter the name that the Alumni Volunteer uses to address the client in their mailings.
Click on Add Record/Save Changes button when all of the fields are populated with the desired information.
Note: See Add Record/Save Changes Buttons.
Navigating Client Information Services (CIS)