A threesixty guide to submitting directory persons data

Adding Directory Persons The notification form - Application involvement

Next to each role, there is a date selection field (9) Enter the date that the employee started in that role here. For existing employees this date will always be 9 December 2019 or the date the individual started if after 9 December 2019. In addition, the three boxes next to this are used to confirm how clients can engage with the member of staff, for example face-to-face, telephone or online (10). Select all that apply. Once complete, click ‘Finish’ (11) you will then be taken to the next section - Directory person activities.

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Figure 8 - Customer engagement methods

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