Creating and Administering Subjects

Overview

The Subjects area of pam allows you to share information with colleagues and partners about people of interest and their wider environmental relationships or associations.   Information can be held legally on a specific individual, a family, an organisation or a group like a Gang or Crime Group, or the Places and Businesses used by them and their associates.

Beyond sharing information the Subjects area enables collaborative working to pursue, protect, prepare or prevent risk, threat and harm.  Once created, Subjects can be linked to each other as well as other Initiatives, allowing you to see all the work taking place around that Individual or its associated relationships.

Instructions

Navigating to Subjects

Find Subjects in the Initiatives menu on the main navigation bar.

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Creating a Subject

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From the Subjects area (accessed by hovering over Initiatives and clicking Subjects), click ‘Create new’. In this guide, you’ll see the process for creating an Individual, which is why we’ve started on the ‘Individuals’ tab as shown above. If you want to create a Family, Gang, OCG, Location or Business, simply click ‘Create new’ from the relevant tab.

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pam will automatically search for subjects that match the details you have entered and show you any matches, along with the contact details of the individuals responsible for them. If the Individual does not already exist, click ‘Create Subject’.

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You will now be prompted to select a Subject type, here you will see a list of all the subject types in use by your organisation.

The last stage of creating a Subject is to add its Purpose and goals to help the team stay focused. Click ‘Create Subject’ and you will be taken to the Subject headlines page pictured below.

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Populating a Subject profile

Click on the Profile tab to view or edit profile information.

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Clicking on the small black arrows pictured above will expand information. You can then click ‘History’ or ‘Edit’.

Subjects History Button Takes you to a page with a complete audit trail of Subject information

Subjects Edit       Allows you to edit Subject information

Team

You can always see who has access to an Initiative by clicking Team in the top right hand corner. For further guidance on team members, you can view our Team help guide.

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Permissions and Roles

As you can see from the image above, team members can be granted one of three roles.

Access: This is the role automatically assigned to new team members. It allows the team member to view and participate in the Documents, Discussions, Tasks and Tools areas.

Edit Profile and Connections: Access permissions plus the ability to edit information on a Subject profile.

Administer: The above permissions plus the ability to set team roles, add and remove team members, connect Initiatives and delete Subjects.

Connections

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To connect a Subject to another Initiative, go to the Connections option. Click Add Connection and search for the desired Initiative. This option will always be shown ib all Initiatives connected to the Subject.


Need further help? Get in touch...

Message us via pam, email us at support@pam-it.com or call 01273 041 042.
  • Sam Peters
  • Roy Crombleholme
  • Stuart Johnson