Configure Flags for People Records

Publications may be configure customized graphical flags for use with People records. Users with Editor or Publisher roles may be granted permission to view flags and to turn flags on or off. Users with search permission may use flag names as search criteria. Flags attached to People records and the icon to set flags are displayed next to names in most folders.

Note: No history is captured in the system of when a flag is turned on or off for People records.

For details on using People flags, see Flags for People Records.

To configure:

Go to PolicyManager > General Policies > Create Customized People Flags.

To create a new flag or edit an existing flag:

Click the Add button or the Edit link to open the Add/Edit Customized People Flag page.
Flag Icon: Click on an available graphic icon in the grid to select. (Icons already in use are grayed out.)
- Original Flag Icon: When editing a flag, the existing graphic icon displays here after a new selection (displayed as Flag Icon) is made.
Flag Name: Enter a name for the flag.
Optional for existing flags:
- Hide: Check the box to make flag unavailable to set. (Uncheck the box to make the flag available.)
- Turn off flag throughout the system: Check the box to detach the flag from all records. (The flag remains available for future use.)
- To remove flag from all records and make it unavailable to reset, check both boxes.
Click Submit.

The Create Customized People Flags page lists all configured flags. The order they appear on this page determines the order in which they appear in the People Flags popup. The order can be changed by renumbering the items and clicking the Update Item Order button.

Remove: A flag can be removed from the list if it is not currently displayed on any People records. (Use "Turn off flag throughout the system" described above to detach a flag from all records.)

Go to RoleManager > Editor or Publisher Role. Grant permissions to the applicable roles.

View People Flags: Allows user to see flags.
Turn On People Flags: Allows user to set flags via the People Flags pop-up window. (User must also have the View permission in order to see flags next to names.)
Turn Off People Flags: Allows user to turn flags off via the People Flags pop-up window. (User must also have the View permission in order to see flags next to names.)