People are members or clients associated with your case, such as children, parents, other family members, teachers, and doctors. Each case contains a list of people connected to that case, and when you open a person (purple person icon or profile photo), you'll see more information.
Viewing person details
Where applicable, you can view important information about a person or an address by clicking View info in the Important Information panel.
You can also click View details in the person header to view even more information about the person, to add or remove a profile photo (limited to GIF, JPEG, PJPEG, PNG, or TIFF files), or to edit or delete the person if you have the necessary agency permissions.
A person's date of birth and age appear under their name in search results and where they're connected.
You'll see People panels in different parts of Traverse:
The People panel on the case overview page (green folder icon) lists the first five people connected to the case, with the case heads listed first.
The People panel on the person overview page (purple person icon or profile photo) or organization overview page (blue building icon) lists the first five people connected to the person or organization.
People, connections, and mentions
When you click View people above the People panel on a case, a person, or an organization overview page, you’ll see three lists for people, connections, and mentions.
People list: You'll see all the people connected to the case, person, or organization.
Connections list: You'll see where people are mentioned close to each other in content items, which you can use to identify relationships between people that you may not already know.
Mentions list: You'll see the number of times people are mentioned in content items. You can click on a name to view the associated content.
If you think that a person in this list is irrelevant to the case/person/organization, you can click Hide next to them to hide them from the list. (To show them again, click the Hidden mentions filter > Show next to the person.)
Below are the actions you can take when you view a person:
Adding a new case, person, or organization
*You'll need to manually connect the person to the virtual print.