Person Detail

This will show you an overview of everything we know about this person. To go directly to a specific section, you can use the links located at the top of the screen.

From the MENU: Person, Person Detail

Links

Name Section:

    • This section will show the legal name of the person, including if they are a second, third, or a Jr. or Sr. in the generation field.
    • The file number is automatically assigned by the computer system as a unique identifier to that person once a case is added.
    • If this person is emancipated you can click yes.
    • The status shows if the person is alive or deceased.

Identifying information:

    • This will show the basic identifying information of the person.
    • If the status of the person is deceased, there should be a date of death entered.
    • SSN can be entered without using dashes. Business ID should go here. Attorney bar numbers can be entered here instead of their SSN.

Employer information:

    • This section is used for employees, or other agency people. This will show their user name and agency information.

Notes:

    • This section can be used for any type of notes about the person, such as: This person does not speak English and will always need an interpreter, or something that you want everyone to see right away.

Photos:

You can add a photo of this person. Photos will be held in history.

To add a photo:

  • New photo to upload: Click on the Browse button to find the photo.
  • Image date: Date the image was taken.

Click on the UPDATE button or press ALT+U to save your changes.

To edit or delete a photo:

Click on the existing photo link. This will bring up all existing photos. Click on the photo you wish to delete or change the image date.

If you wish to delete, you must click the delete button twice.

Addresses:

We keep a history of all addresses added to the person. The current address is shown on top.

To add an address:

  • Address Type: Select the appropriate type of address. Note: There is a Rule available for a Protected Address type. In the event you have a family with a protective order against the Father, for example. If it would be a danger to the family to have their current address known to the Father, you can add a Protected Address. Choose address type: protected address. Then put in the accurate address, city, state and zip. When the address prints on any reports, petitions, orders etc, it will simply print the words “protected address” not the street address. If you use Quest to send automatic notice, it will print the street address on the address sheet to mail to the mother.
  • From Date: Enter the date of the new address. If left blank, this will default to today’s date.
  • To Date: When this is no longer a valid address, you can enter a date to end this address. If you add a new address with the same address type, the system will automatically put todays date on this end date.
  • Address line 1 and 2: Enter the street address.
  • City, State, Zip: The system defaults to the local city and state, but this can be changed if necessary. Type in the zip code. If you don’t know the zip code, after you update the address, you can click the MAP IT link and the internet will provide you with the zip code, it will also verify if this is a valid mailing address.
  • Country: This will default to USA. If this is wrong, you can change it.
  • County: This will default to the local county. You can select a different county if necessary.
  • Geocode: The geocode can be used to identify certain regions or neighborhoods if desired. With geographic coordinates this can be interfaced with a Geographic Information System (GIS) if available in your area.

You will notice at the bottom of the address screen is a list of relatives for this person. The system will automatically check anyone who LIVES WITH this person. The system assumes that if this person is moving, possibly everyone who LIVES WITH this person is also moving, and by checking their name, it will add the new address for those people as well.

This is a wonderful time saving feature IF these people are moving to the new address. If the new address is prison for example, chances are the whole family is not going to prison with this person. Please always make sure this is accurate. Uncheck anyone that should not be given this new address.

Click on the UPDATE button or press ALT+U to save your changes.

To edit an address:

Click on the address you wish to edit. This will take you to the ADDRESS DETAIL screen.

Make any changes if there is an error or enter a date in the TO DATE field to end the address.

To delete the address completely, click the delete button twice.

Contact Numbers:

Only current contact numbers are stored in Quest.

To add a contact number:

Type in the appropriate numbers.

Relatives who live with the person are selected to have their contact numbers updated as well. Any number that is checked in the first column will be changed on the relatives. So if the cell number is changed, but it is not checked in the first column, and the home number changes and it is checked on the first column, and the relatives are selected, it will only change their home number.

Click on the UPDATE button or press ALT+U to save your changes.

To edit a contact number:

Click on the number you wish to change.

This will take you into the PHONE NUMBER DETAIL screen. You can then change the information.

Click on the UPDATE button or press ALT+U to save your changes.

Emergency Contact:

The emergency contact section is an area to put an emergency contact information if desired. This is free text typing, so you can put anything you want. This is useful for employee emergency contact information since it will not print on any documents.

To add an emergency contact:

  • Contact name: Enter the name of the emergency contact.
  • Phone: Enter the phone or any other type of contact information.

Click on the UPDATE button or press ALT+U to save your changes.

To edit an emergency contact:

Click on the existing contact information to be taken to the EMERGENCY CONTACT DETAIL screen.

Change whatever needs changing.

Click on the UPDATE button or press ALT+U to save your changes.

Relatives:

You can add the relatives of the person. You must add the person to Quest then add them as a relative. If you click on the NAME of the relative, you will be taken to that person’s PERSON DETAIL screen. If you click on the TYPE of relative, you will be taken to the RELATIVE DETAIL screen. If you click on the ADDRESS of the relative, you will be taken to their ADDRESS DETAIL screen. If you click on the contact number of the relative you will be taken to the PHONE NUMBER DETAIL screen. More about relatives

Cases:

This is a list of all the cases where this person is a party in Quest. It shows the type of case, cause number, and current status of the case. It also shows the name of the person, the case number, the person’s role in the case, and the dates the person was involved in the case. You can click on any of the cases and be taken directly to that case. The open cases are highlighted in yellow. The closed cases are not highlighted. More about cases

Incidents:

Any time this person is involved in an “incident” of any type, it is listed here. Each of these incidents are attached to a specific case. You can click on the incident to view more information. More about incidents

Active Warrants:

If this person has an active warrant, it will be displayed here. Once the warrant is no longer active, it will not be displayed here. If you click on the warrant you will be taken to the WARRANT DETAIL screen. This shows the case, the type of warrant, the date the warrant was issued and the status of the warrant. More about warrants

Aliases:

If this person is known by other names, such as nicknames or they use multiple names, it should be listed here. If a person has changed their name, such as in a marriage or divorce, the old name should be listed here as a Formerly Known As for example. The current legal name is always the name shown in the PERSON DETAIL screen in Quest. More about aliases

Physical identifiers

This will list information about the person’s physical appearance. More about physical identifiers

Person Attributes:

This is an area where we can keep certain characteristics on a person for statistical purposes. More about person attributes

Other Identifiers:

This is an area where we can put other numbers associated with this person. For example, their DOC number, their IV-D number, or old computer system numbers. More about other identifiers

Schools Attended:

This area will show the information we know about the schools the person attended. More about schools

Employers:

This area will show an employment history. More about employers

Medical Alerts:

This area shows different details about the person’s medical or mental health condition. More about medical alerts Click on List Medical Treatments to be taken to the LIST MEDICAL TREATMENTS screen. More about medical treatments

Facility stays:

This area will show you a summary of all the times this person has been in some sort of custody. To see details of a particular stay, click on the stay you wish to see and you will be taken to that FACILITY STAY DETAIL screen. More about Facility Stays

Substance Reports:

This area will show the results of drug and/or alcohol tests for this person. More about substance reports

Notes:

This is an area that allows you to make notes about a person. More about notes

Notebooks:

This is an area that allows you to makes notes about a person. More about notebooks