How to Add a Person to SAFE

How to Add a Person to SAFE


This article will walk you through how to add a person in SAFE (Navigation Menu and Case View) 

You can add a Person in two different ways, depending on what you’re trying to do:

  1. Navigation Menu → + Add → Person

  2. From the Case View, click the Persons Tab

Option 1: Adding a Person from the Navigation Menu 
  1. Navigation Menu → Add → Person
  2. Enter the required First Name and Last Name of the person you would like to add. If you enter a Business Name, a First and Last Name are no longer required.
  3. Enter the person’s Address.
  4. Add the person to a Case or select a Person Type.
  5. Click Save & Choose an Option.

  Important: Potential Duplicate Person After entering the First and Last Name of a new person, SAFE will notify you if a potential duplicate record is found. You will have the option to select an existing person before completing the Add Person form.



You can choose one of the following:
  1. Add This Person to Case – adds the existing person
  2. Proceed anyway – adds the new person you entered
  3. Cancel
If you select “Add This Person to the Case” SAFE will then ask you for the Case Number.  Select the Person Type and add a note as applicable. Once saved, SAFE will bring you back to the “Add Person” screen.



If you select “Proceed Anyway” you will be brought back to the person record page and you will continue filling out the person information page as normal.

Option 2: Adding a Person to a Case from the Case View 
  1. Go to Navigation Menu → Recent Cases
  2. Open a case from the list to access the Case View screen.
  3. Click the People tab, then click Add Person.

After entering the person’s name, SAFE may display a potential duplicate. Follow the prompts to either select an existing person or continue adding a new one.

If you proceed with a new person, complete the remaining fields, confirm the Add to Case field shows the correct Case Number, select the required Person Type, and click Save & Choose an Option.


What Happens Next (After Adding a Person)
Once the person is saved and you are back on the Persons tab of the Case View screen, you can continue adding persons.

To remove a person from the case (with appropriate permissions):

  • Select the person you wish to remove

  • Click Actions Menu

  • Choose Remove Selected Person


SAFE TIP: Add Person Fields (Reference)
  1. Business Name – Use instead of First and Last Name when adding a business
  2. First Name / Last Name – Required unless using Business Name
  3. Person Type – Required. Select the type of person associated with the case
  4. Add to Case – Enter the Case Number to associate the person with a case
  5. Juvenile – Select if the individual is under 18


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