1. NAMI 360 – Screenshot Guide 2
Individuals

2. Test Case #4: Adding a New Individual Record
Organization Leader adds a new individual record

3. Click here to Add an Individual
This is NAMI 360’s Home Page. This page provides the links to the main functions which are also always available on the left navigation bar. For this Test Case, Click on Add an Individual.

4. The system presents the Add Individual Page

5. Click on Save to add the new individual
Fill-in the required information for the new Individual Record (use a different name and address for your test). Note that bold fields are required fields. Click Save to add the new individual without an associated membership. Memberships will be tested later.
Click on Save to add
the new individual

6. After adding the new record, the system displays the individual’s profile page

7. Test Case #5: Searching for Individual Records
Organization Leader searches for newly created individual record

8. Click here to Search for Individuals
Let’s search the database to find the individual we just created.

9. The system displays the Search page

10. Enter Search Criteria to find Individual Record
Click Search to find
the new Individual
Enter the search criteria to find the record you just created, then click on the Search button. For names, you only need to enter the beginning of the name. Remember to use your own selection criteria based on the new record you created earlier.
Enter Search Criteria to find Individual Record

11. Click on Individual Record
The system displays all the records that match the criteria. Click on the individual record you just added.
Click on
Individual
Record

12. The system displays the record you selected
The system displays the record you selected. Verify that the contact information was properly added.

13. Test Case #6: Updating an Individual’s Contact Information #6
Organization Leader edits individual's contact information

14. Click on Edit
Information
Click on Edit Information

15. The system displays the Edit Information Page

16. The Individual Information
Make some changes, then click on Save.
Click on Save to Update
The Individual Information

17. Click on Add New Address
The system displays your changes. Now, let’s add a new address to this record. Click on Add New Address.

18. The system displays the Add Address page

19. Click on Save to Add the New Address
Fill-in the new address information. Click on Save when you are done .

20. Click on Pencil Icon To Edit an Address
The system now displays two addresses. Let’s Edit one of the addresses. Click on the Pencil Icon next to the address you want to change.

21. Click on Save to Update the Address Information
Make some changes, then Click on Save when you are done.

22. The system displays the address changes
The system displays the address changes. Go ahead and make similar changes for Phone, Fax and Addresses.

23. Click on Pencil Icon To Edit Individual Type
Individual records can be tagged with a specific Individual Type. Click on the Pencil Icon under the Individual Type label to update this information.

24. The system displays the Edit Individual Type page.

25. Click on Save to Update the Individual Type
Select the Appropriate Type, then Click on Save when you are done.
Click on Save to Update the Individual Type

26. The system displays the Individual Type.

27. Test Case #7: Updating an Individual’s Demographic Data
Organization Leader edits new individual's demographic data

28. Click on
Edit Demographics
Click on Edit Demographics.

29. System displays Demographics dialog page.

30. Click on Save to Update Demographics Information
Update demographics information. Click on Save when done.
Click on Save to Update Demographics Information

31. The system displays 3 data elements from the Demographics information
The system displays 3 data elements from the Demographics information. Click on Edit Demographics to see the full list.

32. Test Case #8: Adding Related Individuals
Organization Leader adds related individual records

33. Click on Add New Related Individual

34. Select the appropriate Relationship
System displays Add Relationships dialog page. Select the appropriate relationship.

35. The system will then start listing matching records
Start typing the
First letters of
The Last Name
of the person
You are trying
to find
The system will then start
listing matching records
Now select the record you want to relate the current record to. Start typing the first letters of the last name of the individual you would like to relate this record to. The system will start displaying matching records. Click on the record you are trying to relate this record to. This assumes that you have previously entered the record you are looking to associate. If the desired record is not displayed, go back to Add Individuals, add that record and come back to this page to finish the association.

36. Click Save to Add the new Relationship

37. The system displays the new related individual.