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Edit a Contact

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If you have the appropriate permissions, you can edit a contact's record, including their contact information, ICS positions, notification preferences, and access to facilities. The fields and options you edit through this procedure are described in-depth through the article Contact Elements

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You can also assign an Incident Command System (ICS) position to a contact, edit a contact's assigned positions, or remove a position from the contact's record. In this way, you can build the Depth Chart for positions that are active on your plan. Additionally, you can add facilities and assign access levels (permissions) to those facilities for the contact. You can also completely deactivate a contact's account when needed.

To edit a contact
  1. Point to Planning and click Contacts. The Contacts for (facility/domain) page opens.

  2. In the Contacts for list, select the domain or facility.

  3. On the left, locate and select the contact. The contact's details appear on the right.

  4. Take one or more of these actions.

    If you want to...

    If it is not already open...

    Then...

    Edit their name, organization details, or resource type,

    Click General Info / Email / Phone,

    1. Make your changes to the appropriate fields.

    2. In the lower right, click Save.

    Add a phone number,

    Click General Info / Email / Phone,

    1. In the Phone and Notification Order section, click add. A new row appears.

    2. In the first field, enter the phone number.

    3. In the second field, select the type of phone number.

    4. In the third field, specify the position of this number in the notification call order. Or, to exclude this number from notifications, select Do not notify.

    5. In the lower right, click Save.

    Edit or delete a phone number, 

    Click General Info / Email / Phone,

    1. In the Phone and Notification Order section, locate the phone number.

    2. In that row, enter changes or click remove.

    3. In the lower right, click Save.

    Add an email, pager, or other contact option,

    Click General Info / Email / Phone,

    1. In the Email/Pager/Other section, click add. A new row appears.

    2. Enter the email address, pager number, or other contact method details.

    3. In the lower right, click Save.

    Edit or delete an email, pager, or other contact option,

    Click General Info / Email / Phone,

    1. In the Email/Pager/Other section, locate the contact method.

    2. On that row, enter changes or click remove.

    3. In the lower right, click Save.

    Disable push notifications, 

    Click General Info / Email / Phone,

    1. In the Registered Mobile Devices section, locate the device. 

    2. In the Notify column, clear the check box.

    3. In the lower right, click Save.

    Remove a mobile device,

    Click General Info / Email / Phone,

    1. In the Registered Mobile Devices section, locate the device.

    2. In that row, click remove.

    3. In the lower right, click Save.

    Add an address,

    Click Address,

    1. Click add. The address fields appear.

    2. Enter the address.

    3. On the right, select the type of address.

    4. In the lower right, click Save.

    Edit or delete an address,

    Click Address,

    1. Locate the appropriate field and enter changes. Alternatively, click remove.

    2. In the lower right, click Save.

    Add ICS positions for a new facility or plan,

    Click ICS Positions,

    1. Click add depth chart position from another facility/plan. The Select Contact Depth Chart window opens.

    2. Select the facility and plan.

    3. For Positions, click Select All or Deselect All. Alternatively, in the position chart, select the check box for one or more positions.

    4. Click OK. The window closes.

    Add, edit, or remove ICS positions for an existing facility or plan,

    Click ICS Positions,

    1. Click add/remove positions. The Select Contact Depth Chart window opens.

    2. For the appropriate position, select or clear the check box.

    3. Click OK. The window closes.

    Change the contact's primary email, Click Account Information / Log In,
    1. Click Change Primary Email. The Primary Email field is enabled.
    2. Enter the appropriate email.
    3. Click Save.

    Add access to a facility,

    Click Account Information / Log In,

    1. In the Facility Access section, click Add. The Add Facility Access window opens.

    2. Select the facility or domain.

    3. Select the access level.

    4. Click OK. The window closes.

    Edit access to a facility, Click Account Information / Log In,
    1. In the Facility Access section, locate and select the facility or domain.
    2. Click Edit. The Edit Facility Access window opens.
    3. Select or adjust the access level.
    4. Click OK. The window closes.

    Remove a facility,

    Click Account Information / Log In,

    1. In the Facility Access section, locate and select the facility or domain. 

    2. Click Delete. A confirmation window opens. 

    3. Click Yes. The window closes.

    Add notes, 

    Click Notes,

    1. In the field, enter information about the contact and/or changes you made to the contact's account.

    2. Click Save.

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Last modified
13:44, 23 Aug 2017

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