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People and contacts

Record nominated contacts

P031 min readUpdated 28 October 2026

Entry: An internal person > Contacts.

  1. Add a nominated contact and describe its relationship/purpose, such as manager, emergency contact or external representative.
  2. Choose exactly one target: an internal person, external contact or external organisation.
  3. Mark primary status where appropriate and record necessary contact instructions.
  4. Save and check the target, purpose and primary indicator.

Complete when: The nomination resolves to the correct person/body. A nomination records a relationship; it does not authorise that person to access the internal person's information.