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Select the Type of Identification

ID Type

Select the ID Type. This list is populated with the items from Admin/Identification Types.

Enter Identification details

Details

Enter any details for the Identification.

Some types of identification may require additional info such as Name and Date of Birth.

They may also allow details to be pasted from the Client record. If this is allowed, there will be a paste button available at the end of the field.

Specify Issue and Expiry details for this item

Issuer

Specify the Issuer of the Identification. This can be defined as an Information List on the ID Type.

Issued / Expires

Specify the date the Identification was issued and expires.

Historic (dates not available or are estimates?)

Tick this box if the Identification is no longer current, but you don't know the exact date this Identification expired. If this box is ticked, the Identification record will not show as Current, even if nothing is entered in the "Expires" field above.

The Document that this Item of Identification is linked to

File Name

If you are licenced for Document Manager you can specify the file name the identification is linked to.

Client, Identification, New Client Identification Item