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Invantive Estate

This screen lets you record and people change.Open screen in browser Open Form

A person is a physical person who makes use ofInvantive Estate (a ‘user’) or from who data is registered in Invantive Estate. A person can be an employee of your organization, but also a relationship with a supplier or a private individual.

Persons with a username can use the application. However, to use reports or screens, they need to get roles (see Role Authorisations) and possibly get access to projects (see Project Authorisations).

Note that a special user named ‘system’ exists. This user normally is solely used to install the application or its newer versions and to initially create the first users. This user cannot be deleted and has unlimited access to all screens and information.

People Screen

The meaning of the entry fields is:

Name

 

Name

The name of the person.

Gender

The gender of the person.

First Name

The first name.

Initials

Initials of the name, for example ‘J.E.’.

Unique Initials

The unique abbreviation of the name. The initials are used in reports or in screens when there is not enough space available to show the whole name.

Middle Name

Middle name of the name, for example ‘van de’.

Surname

Surname.

Function

The function of the person within the company.

Organization

The organization where the person is employed.

Business

The organization where the person is employed, see Organizations.

Language

Reference to a language as registered in Languages.

Manager

The manager or supervisor of the person.

Department

The department to which the person belongs.

Room

The room where the person has its workplace.

Titles

Possible titles of the individual.

Employee Number

Identification number of the person within the organization where the person is employed.

IP Address List

List of IP addresses used by this person.

Contact Information

 

Email address 1

The email address of the person.

Email Address 2

A second alternative email address of the person.

Email Address 3

A second alternative email address of the person.

Email Address 4

A fourth alternative email address of the person.

Work

The telephone number of the person at work.

Work Extension

The extension number of the person at work.

Mobile Number

The mobile number of the person.

Home

The phone number where the person can be reached at home.

Fax

The fax number of the person.

SIP Address

Het SIP address of the person

Email Address for Workflow

The email address receiving the emails that are generated by the workflow. The application uses this email address in case it needs to send messages to the user.

Address

 

Address 1

Address of the person (for example, street and house number)

Address 2

Extra address line, in case needed.

Zip Code

Postal code.

City

Place of residence

Country

Country of residence.

City of Birth

City of birth.

Country of Birth

Country where the person was born.

Social Media

 

Hyves Address

Het Hyves address of the person.

LinkedIn Address

Het LinkedIn address of the person.

Facebook Address

Het Facebook address of the person.

MySpace Address

Het MySpace address of the person.

ICQ Address

Het ICQ address of the person.

Skype Address

Het Skype address of the person.

Xing Address

Het Xing address of the person.

Twitter Address

Het Twitter address of the person.

Plaxo Address

Het Plaxo address of the person.

YouTube Address

Het YouTube address of the person.

Other

 

Website (URL)

The URL of the personal website.

Date of Birth

The date of birth of the user.

Wedding Date

The date of the last marriage.

Date of Death

The date of death.

Partner

The name of the partner.

Children

The names of any children, separated by a randomly chosen separator.

Nickname

The nickname.

Hobbies

The hobbies.

IBAN Number

The IBAN of the bank account of the person.

Social Security Number

The SSN is a unique personal number. It is used for identification and tax purposes. The Social Security Number consists of 9 digits. Unlike many similar numbers, no check digit is utilized.

Signature (URL)

The Internet address of the image of the signature.

Passport Photo (URL)

The URL of the passport photo of the person. This URL can be used in ‘online directories’.

The passport photo is after ‘Update Contacts’ also visible in Microsoft Outlook. The resolution for Microsoft Outlook should preferably be at least 72x72 pixels.

RDBMS User

The RDBMS user name associated with this Invantive Estate user. Is used to automatically log in when you use your own reporting software.

Internal Rate

The internal rate of the person.

Working Schedule

The working schedule of the person, see Working Schedules.

Date of Last Review

The date the last review of the person took place. The date of last review provides an indication of the reliability of the data. Usually when the data becomes older, it will be less reliable.

Remarks

Free text box where notes on the person can be added.

Documents

Linked documents, see Linking Documents.

Allow Emails

When checked, the person authorized to unsolicited commercial emails.

Date Emails Allowed

The date the person has given permission for unsolicited commercial emails.

Emails Allowed Evidence

The evidence in the form of an IP address, a URL or a text showing that the person has given permission for unsolicited commercial emails.

Classification

The classification of the process. A classification is a label that can be linked to a project, an organization, a process, a document or a person. Using these labels you can find your information more efficient.

 

The significance of the action buttons:

Open Processes

Opens a window with all the processes whose process holder is the person selected.

Author of Document

Opens a window with all the documents whose author is the person selected.

User Roles

Opens the screen containing all user roles of the selected person.