Logbook: Edit External Person Details in Manifest

You can update an external person's information directly from the Manifest grid without leaving the page. This is useful when you need to fix a misspelling, add identification documents, or update their company or vendor association.

To edit an external person's details

1. Go to the Onboard > Logs > Manifest tab.
2. From the asset list, select the asset you want to work with.
3. In the grid, find the passenger row you want to edit.
4. Click the menu icon (⋮) on the left side of the row.
5. Select Edit External Person.
6. In the Edit External Person window, update any of these fields:
   • First Name: The person's first name (required).
   • Middle Name: The person's middle name.
   • Last Name: The person's last name (required).
   • Suffix: Any suffix (Jr., Sr., III, etc.).
   • Preferred Name: The name the person prefers to be called.
   • Person Profile: This field is required. See Setup Manifest Person Profiles.
   • Company: Depending on the type that was assigned to the selected person profile during setup (Customer or Vendor), this field displays either a list of companies or a list of vendors that you can link the person to.
7. (Optional) In the Identifications section, you can add, edit, or remove identification documents:
   • To add: Click Add Identification, select the Identification Type, and enter the Identification Number.
   • To edit: Update the Identification Number field for an existing identification.
   • To remove: Delete the identification from the list.
8. Click Save Changes.

The grid updates immediately to show your changes. Any updates you make also appear in the person's profile at Management > People > External People.

What happens when you edit a person profile

• If you change the person profile type (from Customer to Vendor, for example), the system automatically clears any company or vendor association.
• If you add or edit an identification, it moves to the top of the list and becomes the identification shown in the Manifest grid.
• All manifest entries for this person across all dates update with the new information.