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register new individual.md updates
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docs/user_guide/registry_management/register_individual.md

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@@ -24,56 +24,48 @@ By the end of this tutorial, you should be able to register new individuals on t
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## Process
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When registering a new individual, the following steps need to be taken:
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- **Registering the new individual**: in this step, all personal information about the individual will be added to the system.
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- **Creating a new group**: if the individual should be added to a group, this needs to be created if it does not already exist.
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- **Adding the individual to a group**: if the individual should be added to a group, this is done as the final step.
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### Registering new individuals
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Click on the four-square icon in the top-left corner. Select **Registry** then click **Individuals**.
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Click on the menu icon in the top-left corner. Select **Registry** then click **Individuals**.
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![](register_new_individual/1.png)
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![](register_new_individual/register_new_individual_menu_icon.png)
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Click on **Create** to be directed to the registration interface for new applicants
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Click on **New** to be directed to the registration interface for new applicants
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![](register_new_individual/2.png)
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![](register_new_individual/register_new_individual_new_button.png)
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Enter the necessary values for the individual as required by your programme. After verifying the entered information, click **Save** to complete the registration process. Once complete, the personal information page of the individual record will look like this:
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Enter the necessary values for the individual as required by your programme. After verifying the entered information, click the **Save** icon to complete the registration process.
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![](register_new_individual/3.png)
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![](register_new_individual/register_new_individual_save_individual.png)
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The record of the new individual is now displayed in the **Individuals** list in the **Registry** page.
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![](register_new_individual/4.png)
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![](register_new_individual/register_new_individual_new_individual_list.png)
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### Creating new group
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Navigate to **Registry** then click **Groups**. Click on **Create**.
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Navigate to **Registry** then click **Groups**. Click on **New**.
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![](register_new_individual/5.png)
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![](register_new_individual/Register_new_individual_new_button_group.png)
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You will be directed to the registration interface for new **Groups**.
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![](register_new_individual/6.png)
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![](register_new_individual/Register_new_individual_new_group_page.png)
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After ensuring all the information is correctly entered, click **Save** to complete the registration process. Once complete, the personal information page of the **Groups** record will look like this:
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After ensuring all the information is correctly entered, click the **Save** icon to complete the registration process.
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![](register_new_individual/7.png)
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![](register_new_individual/Register_new_individual_save_group.png)
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The record of the new group is now displayed in the **Groups** list in the **Registry** page.
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![](register_new_individual/8.png)
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![](register_new_individual/Register_new_individual_new_group_list.png)
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### Adding new individual to group
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Click a group you wish an individual to be added into. Click **Add a line** and select an individual. You can repeat this action to add more individuals.
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Select the group to which you want to add an individual. Click **Add a line** under **Members** tab, then choose the individual from the list. Repeat this step to add additional individuals as needed.
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![](register_new_individual/9.png)
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![](register_new_individual/Register_new_individual_add_individual_to_group.png)
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Click **Save**. The newly added individual(s) is displayed.
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Click the **Save** icon to complete the changes. The newly added individual(s) is displayed.
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![](register_new_individual/10.png)
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![](register_new_individual/Register_new_individual_added_individuals_to_group.png)
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