Advice and answers from the Navigate Cloud Team
Getting Started
System Conventions
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My Account
Manage My Details
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Personal Info
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Two Factor
Using Navigate Cloud
Searching
My Settings
Dashboard
My Licences Widget
My Documents Widget
My Fees Widget
My Tasks
My Tasks Widget
Recents Widget
Notifications Widget
My Office Tasks
Licencing and Applications
Add activities to a Condition Detail
Add Asset to a Condition Detail
Search for Authorised Assets
Create a Condition Set
Edit a Licence Type
Create a New Application (Existing User)
Multi-licence Applications
Apply for Multiple Licences without a project
Apply for Multiple Licences with a project
Applications
My Applications
Renew a Licence
Amend a Licence
Transfer a Licence
Application Processes
Application Quick View Details
Submit an Application
Apply for a New Licence
How to cancel an application
Licences
Licence Search
Licence Quick View Details
My Licences
System Configuration
Activities
Condition Details
Condition Sets
Licence Roles
Search for a Licence Type
Create a licence type
Search for a Licence Type Area
Search for Application Sub Types
Dynamic Fields
Create a Condition Detail
Create an application sub type
Create a dynamic field
Projects
Search for a project
How to create a project
Update a project
Security Interests
Search for a Security Interest
Fees & Payments
Receipts
Invoices
Item Fees
Payment Processes
System Configuration
Account Codes
Search for Fee Types
Payment Processes
Create a Fee Type
Public Registers
Coming soon
Configure Navigate Cloud
Creating an offence code
Legislation
Acts
Creating an act
User Management
Roles (Non-Officer)
Roles (Officer)
Link Party
Fisheries
System Configuration
Entitlement Input Types
Entitlement Output Types
Species
Management Plans
Creating a Management Plan
Editing a management plan
Editing an entitlement scheme
Documents
Documents
Search for a document
Bulk Print Documents
System Configuration
Document Categories
Document Templates
Document Template Groups
File Types
Template Data Display for Licence Templates
Tasks
Task Search
Task Info
Authorisation Requests
Authorisation Info
Task Request Types
My Office Tasks Widget
System Configuration
Request Reasons
Authorisation Reasons
Running Sheet Natures
Note Subjects
Task Types
Advice Types
Transport
System Configuration
Boat Search
How to create a new Boat
View a Colour
View a Vehicle Type
Makes
Body Types
Manage Users
Place Regions
Users
Permissions
Creating an Officer
Deactivate User
Change Password
Edit User
User Management Regions
Offices
Officer Positions
Team Roles
Teams
Places
Places
System Configuration
Localities
Addresses
Country details
Place Address Types
Place Types
Road Types
Suburbs
Parties
Organisations
Parties
Flag a party as "Do Not Issue"
How to create a new person
Person Search
Name Types
Relationship Types
Registration Bodies
Title
Registration Types
Organisation Types
Ethnicities
System Configuration
Viewing an organisations quick view details
Update an Organisations details
Viewing a persons quick view details
Update a Persons details
Name Change Request
Genders
Update a Gender details
Review Person
Person Convictions
Messaging
Automatically generate an Email
Create a new Email Template
View and Manage Email Headers and Footers
Send an Email
Creating a new licence type
Details Block
Design Block
Roles Block
Activities Block
Terms Block
Sub Types Block
Groups Block
Other Details Tab
Actions Tab
Conditions Tab
Documents Tab
Fields Tab
Entitlements Tab
Relationships Tab
Vehicles Tab
Places Tab
Emails Tab
Link Conditions to Licence Types by Activity
Create Licence type with condition assets
Creating a new fee type
Fee Type Details Block
Invoice Dates Block
Fee Rules Block
Additional Checks Block
Documents Tab
Restrictions Tab
Creating a new email template
Send an Email manually from a licence
Templates Details
Email Template
Compliance
Compliance Types
Create a complaint as an external user
Create a complaint as an internal user
Create a new Investigation
Create a compliance action as an internal user
Create a compliance case
Create a new offence
Close a Complaint
Create a Complaint
Search for a Complaint
Create Compliance Action
Search for a Compliance Action
Create a new Investigation
Create a new Case
Search for a Case
Create a new Incident
Search for an Offence
Assets
Create a new Asset Type
Create a new Asset Model
Create a new Asset Item
Search for an Asset Item
Search for an Asset Model
Application Processing
Make a Recommendation for an Application
Add Manual Assessment Actions
Assign a Resposible Office and Project Manager to an Application
Mark an Application Ready For Decision
Add Running Sheet to an Application
Add Priority Note to an Application
Decide an Application
Summary of Application Statuses
Evidence
Create an Evidence Item
Search for an Evidence Item
Viewing a persons quick view details

1.     Search for a Person in the “Person Search”.

2.     Once the person has been located click on the “i” info button under “Actions”.

A pop up will appear from the left hand side called “View Person” and will show all the information

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