This documentation supports the 19.08 version of BMC Helix Platform. 
To view an earlier version, select 19.05 from the Product version menu.

Creating or modifying Person data

In Foundation library, you create data for various person types, such as employee, agent, customer, and vendor. You can also create new person types and add data for the new person types. For more information about the types of Person data, see Person data.

Before you begin

Ensure that you have added Organization data. For more information, see Creating or modifying Organization data.

To create Person data

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
  2. Select Foundation Data > Manage People, and click New.
  3. To add a new person data, enter information in the appropriate fields.

    FieldDescriptionExample
    General
    Person TypeSelect the type of person for which you want to enter the data, such as Employee, Customer, or Vendor.

    Note: You can use the out-of-the-box Person types or create a new Person type. To create a new Person type, see Create new Person Type.

    Employee
    Employee TypeSelect the type of employee you want to add, such as Contractor, Part-time, and so on.

    Note: You can use the out-of-the-box employee types or create a new employee type. To create a new employee type, see Create new Person Type.

    Full time
    Customer TypeSelect the type of customer that you want to add, such as Existing, Prospect, and Other.

    Note: You can use the out-of-the-box customer types or create a new customer type. To create a new customer type, see Create new Person Type.

    Existing
    Vendor TypeSelect the type of vendor that you want to add, such as Partner or Supplier.

    Note: You can use the out-of-the-box vendor types or create a new vendor type. To create a new vendor type, see Create new Person Type.

    Partner
    AgentSelect Yes if you want to mark the person as an Agent.Yes
    Access Details
    Functional RolesSelect a functional role based on the roles provided to the user in your application. For more information about functional roles, see Functional role.
    • FoundationRead
    • Unrestricted Access
    Application LicensesSelect the application licenses that should be assigned to the user to view the required applications. The list displays all the licensed applications.InnovationSuite User Named
    Tenant Admin

    Select the toggle to specify the user as an administrator. Only if you are an administrator you can access BMC Helix Innovation Studio. All the other users have access only to the applications if they are assigned specific application licenses.

    Note: The Application Business Analyst option is removed when you select this option.

    Application Business Analyst
    Select the toggle to specify the user as a business analyst. An Application Business Analyst customizes application as per business requirements. For more information about Application Business Analyst, see User goals and features.

    Notes:

    • You will be able to select Business Analyst, only if you do not select Tenant Admin for a user.
    • If you select Application Business Analyst ensure that you select InnovationSuite User Named licenses from Application Licenses field.

    Bundle AccessAfter you select the Application Business Analyst toggle, select all application bundles that the Application Business Analyst should view or modify.

    Other Details (The fields in this section indicate a person's attribute. An application built on BMC Helix Platform can derive values from these fields.)

    PINCreate a Personal Identification Number (PIN) value for a requester's authentication and validation. A PIN value can be alphanumeric with a maximum length of 30 characters. For more information about how a PIN is validated, Validating and verifying a PIN value.
    VIPSelect Yes to mark the person as VIP. This field is used by the support agents while attending the tickets to check if the person is VIP and expedite the process of the ticket.Yes
    SensitivitySelect the option to mark the person as VIP. This field is used by the support agents while attending the tickets to check if the person is VIP and expedite the process of the ticket.Standard
    Notification LanguageSelect the language for notifications that are sent to the user.English (United States)

    Status

    Select a status to indicate if a person is active or not.
    By default, when you save a new person profile, the status of the person is Offline. Only after you associate the person with a primary organization, you can change the status to Enabled.

    Enabled

    Assignment Configuration (The fields in this section are for Person of type Agent and are used by Assignment Engine to manage assignments.)

    Assignment Availability

    To enable an agent to take up assignments, select Yes. Also, after you save the person profile, associate the person with a primary organization and set the Status field to Enabled. Otherwise, the agent cannot take up assignments, even if Assignment Availability is set to Yes.

    Yes

    Number Assigned

    Displays the number of tickets assigned to the agent until now.

    5
    Capacity RatingAdd the capacity of an agent based on which a new assignment can be allocated to the agent.10
    Last Ticket Assign TimeMaintain a record of when an agent was assigned the last task or case.

  4. Click Save.

To create a new Person type

When creating Person data, you can use the out-of-the-box Person types or define your own. To define new person types, perform the following steps: 

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
  2. Select Foundation Data > Define Menu Items.
  3. To create a new Person type, click Add, and enter the information in the following fields:

    FieldDescription
    Menu TypeEnter the new menu type that you want to create, or enter an existing menu type for which you want to create a sub-type. For example, you want to create a new sub-type Intern for Person data of type employee.
    Localized Menu ItemClick Localize, and in the Value field, enter the name of the new menu type that you want to create.
    StatusSet the activity level for the menu type, such as Enabled or Obsolete.
    Short DescriptionEnter details for the new menu type.
    Bundle IdSelect the application for which you want to create the new menu type.
  4. Click Save.
    After you create a new Person type, the details are visible under the Person Type menu in the Create Person page.

The Person data is created. You can proceed to create other Foundation data elements such as Organization, Categorization, Location, and Geography.

Related topics

Creating or modifying Foundation data

Creating or modifying Foundation data associations

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