Individual details

You can view individual details in both the classic and modernized versions of Entités. This section helps you view and manage individual records across both experiences. In classic Entités, you can edit non-statutory information, record statutory changes using wizards, manage appointments, and track historical data. The modernized version provides a streamlined table with filters and tools that support efficient viewing and analysis of individual data. Learn more about how individual details work in each version.

Individual details in classic Entités

Users can make changes to an individual's record on the Individual Details page.

Use the Edit option to make non-statutory changes or to add further details about the individual. Use the Wizards or the wand icons to record statutory changes like a change of address.

Users can also complete the following from the individual's record:

• Record general details such as current address, occupation and so on
• Change the name, the address or the particulars of the individual and generate requires statutory forms
• Batch appoint the individual to or resign the individual from multiple companies
• View ownership information for the individual
• Record historical information such as past names and addresses
• Run reports
• And more

Record past names

Former names of individuals used professionally in the last 20 years must be included on certain UK statutory forms, such as the AP01 form.

To enter the previous names for an Individual:

1. Open the individual's record and select History > Names > New.

   The Past Name wizard opens.

2. Enter the previous name of the individual and enter the date the name ceased to be used.
3. Select Finish.

   The previous name is now listed in the Past Names section.

Record external appointments

Individuals may hold external appointments either in companies outside the group or in some instances, in companies that are recorded as other entities in the system. It is possible to record external appointment information from within the individual record.

To record an external appointment for an individual:

1. The External Appointments wizard opens.

   Open the individual's record and select Appointments > External Appointments > Wizards > New Appointment.

2. Use the wand icon to search for other entities if required. Select the unknown date button if dates are unavailable.

   Note

   If you select Ireland in Country, an extra option displays to indicate that the appointment is in an external company. For more information refer to Set up External Other Directorships.

   On the Appointment Details page, enter the details of the appointment. Select Next.

   Note

   Searching for and selecting an other entity populates the Company Name field with its name. A link is not created to the other entity. If the company name of the other entity were to change, the name would need to be manually updated in this field.

3. On the Appointed as page, select the position the individual is appointed to and select Finish to complete the appointment.

   The new external appointment is recorded in the individual's record.

Individual details in modernized Entités

The Individuals tab in the modernized Entités includes a streamlined table with filters and features to help you view and analyze individual data efficiently.

Individual information is organized into pages and tab:

• Individual's details This page has the following internal tabs:
  • Details View main details, primary addresses, accounting dates, and more.

    Export Individual Details page

    Exportez une page de détails de la version Entités modernisée au format PDF pour enregistrer une copie des informations de l’enregistrement affichées sur la page.

    Utilisez l’exportation au format PDF pour :

    • Partager les détails d’un enregistrement avec les parties prenantes.

    • Archiver une copie d’un enregistrement à un moment donné.

    Pour exporter, sélectionnez Exporter dans la barre d’outils de la page de détails.

  • Addresses View information about primary addresses.
• Appointments View companies where the individual is appointed to roles. For more information about the details available, refer to Appointments in modernized Entités.

• GroupeGénérez une structure de groupe à partir de structures enregistrées pour réutiliser des options de configuration, telles que le type de structure, la date, les pourcentages et les colonnes. Pour plus d’informations, consultez la section Group in modernized Entités.

• Data library View data libraries linked to the individual. For more information about the available details, refer to Data library in modernized Entités.

  Note

  Votre accès à Bibliothèque de données dépend de votre rôle d’utilisateur et de vos autorisations comme configuré dans la version Entités classique. Si vous ne voyez pas la page, votre accès à celle-ci est peut-être restreint.

• Documents See the documents for the selected entity, including DocRef, Produced on, Date, and other columns. For more information, refer to Documents in modernized Entités.

  Note

  La page de liste Documents n’est visible que pour les utilisateurs disposant des autorisations d’accès appropriées. Si vous ne voyez pas la page, contactez votre administrateur pour demander l’accès.

Accessing individual details

Pour accéder à l’application Entités modernisée, voir How do I access the modernized Entités app?.

1. In modernized Entités, select the Individuals tab.

2. From the table that appears, select a name whose details you want to view.

3. To review information about the individual, switch between the pages at the top to access different details.

4. On the Appointments, Data library,  and Document pages, use the following options to filter and customize the view:

• Search Directly search for information about the individuals.

• Columns Using this option, you can customize the look of the table. For more information, refer to Columns.

• Sorting or ordering Use multicolumn sorting on Appointments and Documents pages to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table columns.

• On the Appointments page, select entries in the table to open a detailed view. You can also select the More icon next to the name to access the same information.

• On the Data library page, select the More icon and then select View details to open the data library in the classic view. The data library opens in a new tab.

• On the Documents page, select the More icon to download a document.

• To switch from the modernized Entités view to the classic version, select Manage in classic Entités. For more information, refer to Navigating to classic Entités from modernized version.