A person interaction is something that happened in the client's life, but which you weren't necessarily involved in. For example, certain funders want to know when a service user last visited their GP �and even though you weren't part of that interaction between client and GP, you may still want to know about it.
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Different types of interactions can be configured for your organisation so that you can record anything that is important to you.
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Creating/Editing person interaction types requires the person interactions management permission.
Please contact your organisation's Recordbase administrator to make changes or grant you permissions.
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Creating new person interaction types
To create a new person interaction type go to Settings and Person interaction types
Select the
Add button to create a new interaction type
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Fill out the details, select the teams that can use this new interaction type and select
Add interaction type to create it.
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This will now be available to users that are able to create new person interactions.
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Editing a person interaction type
You can edit the details of a person interaction type, however, it is important to note that this will update the details for all previously recorded interactions that used this type.
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Editing an interaction type will change the details for ALL previously recorded interactions using this type.
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From the list of interaction types, select
Edit next to the type that you want to change
Make any changes to the interaction type, including the teams that are able to use the interaction type and select
Save changes
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Deleting a person interaction type
Deleting a person interaction type does not delete any of the interactions that have been created. These will still show on the person.
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You can remove a person interaction type so that no new interactions can be created with it. To do this select
Edit on the interaction type you want to remove and you will see a Delete option at the bottom of the page.
Select
Delete and confirm and the interaction type will be removed. This will stop any new interactions being created with this type, existing interactions will still be displayed.
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You can restore an interaction type if it has been removed incorrectly. To do this access the list of
Deleted interactions�
Select
Restore on the interaction type you want to restore and it will move back into the list of interactions that users can create.