Create and Maintain People | Serendata Insight Help Center

People refer to all individuals that are associated and/or are part of the Change Management Programme. From this stage, their Business Roles can be added and imported into Projects as Stakeholders.

This article details how to:

Access People
Search for People in Serendata
Create new People
Edit People
Delete People
Export a list of People
Upload People

Accessing People

Step	Action
1	Click in the bottom left-hand corner of the Home Screen. Note: The Cog displays all sections that need to be completed in order.
2	Select Core Data.
3	Select People from the Sub Menu.

Searching for People

To search for people, follow the steps below:

Step	Action
1	Click to open the Search field.

Step	Action
2	Type the Name of the Person you require in the Search field. Note: As you partially type, Serendata will highlight all people relating to your search in the table.

Adding New People

To add a new person or people in Serendata, follow the steps below:

Step	Action
1	Click .

A side panel will open on the right-hand side of your screen. Use this screen to enter information relating to the person being added.

Step	Action
2	Enter the First Name of the Person being added in the First Name * field.
3	Enter the Last Name of the Person being added in the Last Name * field.
4	Enter an Email Address for the Person being added in the Email address * field.
5	Click the Radio Button that corresponds to the required Change network member field.
6	Click in the Relationship owner*.
7	Type the name of the Relationship Owner in the Relationship Owner* field. Note: As you partially type, Serendata will highlight all people relating to your search in the table.
8	Click the required Relationship Owner.
9	Click in the Business area field.
10	Type the name of the Business Area Owner in the Business area field. Note: As you partially type, Serendata will highlight all people relating to your search in the table. Scroll through the list to display all options.
11	Select the required Business Area to which this Person is assigned.
12	Scroll down to display further fields.

Step	Action
13	Click in the Stakeholder role field. Note: The Stakeholder Role is requesting the Role of the Person being added to Serendata.
14	Type the name of the Stakeholder Role in the Relationship Owner* field. Note: As you partially type, Serendata will highlight all roles relating to your search in the table.
15	Click the required Stakeholder Role.
16	Click to apply the changes.

Editing a Person

To edit existing people in Serendata, follow the steps below:

Step	Action
1	Click that corresponds to the Person you wish to Edit.

This will display a list of further options, those options being Edit and Delete.

Step	Action
2	Click Edit to modify an existing Person.

A pre-populated side panel will open on the right-hand side of your screen. Use this screen to edit information relating to the person being added.

Step	Action
3	Edit the data as required.
4	Click to apply the changes.

Deleting People

To delete a person in Serendata follow the steps below:

Step	Action
1	Click that corresponds to the Person you wish to Delete.

This will display a list of further options, those options being Edit and Delete.

Step	Action
2	Click Delete to remove an existing Person.

The following system message is displayed:

Step	Action
3	Click to confirm the deletion.

Exporting a List of People

To export a list of people, follow the steps below:

Step	Action
1	Click .

A side panel will open on the right-hand side of your screen. Use this screen to specify which data is to be exported. Note: As a default, all checkboxes are pre-selected.

Step	Action
2	Click . Note: This creates an Excel Spreadsheet in your Download Folder and Browser.

Upload People

To upload a list of people via a file, follow the steps below:

Step	Action
1	Select the Upload People tab.

Step	Action
2	Drag and drop your CSV file into the Drag and Drop area.

Note: A message will be displayed on screen, confirming that the file has successfully been uploaded. You file will appear as the first file in the Uploaded Filed List. Simply click the File to access the data.

Step	Action
3	Click the checkbox(es) associated to the people you wish to upload.
4	Click .

Step	Action
5	Click to confirm the upload.

This completes the guide for Creating and Maintaining People.