Entity Location ContactEntity Location Contact

Chapter 2Chapter 2

Entity Information 2-2

ObjectivesObjectives

Describe an Entity type Understand general navigation and data entry

procedures Understand the Guided process for registering Entities Demonstrate the process for entering

Locations Contacts

Explain the Search process for Entities and Locations and Contacts

Entity Information 2-3

Entity Type DescriptionEntity Type Description

Entity is one of the largest repositories of information in your system

Entities should be viewed as a Physical Place Types can be

Service Providers Rapid Response LWA

Each Entity should have a 9 digit FEIN number or SSN FEIN – Federal Employer Identification Number

General InformationGeneral Information

An Asterisk * represents the fact that data must be added to the field on which the Asterisk is placed An error will result if this is violated Press the Go Back key to correct

Data entry can be completed without the use of a mouse Using the Tab key and the Shift Tab keys will allow movement

forward and backward Drop Down List boxes can be populated by tabbing to the field

and entering the first letter of the desired choice Repeated depressions of that character will allow you to scroll

through the choices

This oval will represent what key should be pressed for movement to the next screen using the Guided Process

General InformationGeneral Information

Examples for this Chapter

Entity

Location Hamilton Education Center IllinoisHamilton Education Center Missouri

Contact

Thomas Smithgall

Debra Wiggins

Hamilton Education Center

John Wiggins

Entity Information 2-6

Adding an EntityAdding an Entity

Select Add Entity

Entity Information 2-7

Adding an EntityAdding an Entity

All * Asterisk items

are required

Entity LocationsEntity Locations

Must be selected

Error messages will appear here

Hypertext will allow for

immediate retrieval of Entity

information

Entity Information 2-9

Entity LocationsEntity Locations

Location has been added

successfully

Hypertext will allow for

immediate retrieval of Location information

Entity Information 2-10

Adding Contacts (1 of 4)Adding Contacts (1 of 4)

Adding Contacts (2 of 4)Adding Contacts (2 of 4)

First of two contacts to be

added

Adding Contacts (3 of 4)Adding Contacts (3 of 4)

First added successfully

Entity Information 2-13

Adding Contacts (4 of 4)Adding Contacts (4 of 4)

Second added successfully

Entity Information 2-14

Add Second Location (1 of 5)Add Second Location (1 of 5)

Select Add Location

Entity Information 2-15

Add Second Location (2 of 5)Add Second Location (2 of 5)

Enter the Name of the Entity to which the Location will

be associated

Entity Information 2-16

Add Second Location (3 of 5) Add Second Location (3 of 5)

Yields 1 Row

Add Second Location (4 of 5)Add Second Location (4 of 5)

Add Second Location in

Missouri

Entity Information 2-18

Add Second Location (5 of 5)Add Second Location (5 of 5)

Missouri Location added successfully

Entity Information 2-19

Using Existing Contact (1 of 4)Using Existing Contact (1 of 4)

In order to use an existing Contact we must first know the Entity to which the

Contact is associated

Entity Information 2-20

Using Existing Contact (2 of 4)Using Existing Contact (2 of 4)

Notice that Thomas Smithgall is

associated to an Illinois location

We are going to use this contact for the Missouri

Location

Entity Information 2-21

Using Existing Contact (3 of 4)Using Existing Contact (3 of 4)

Contact can be Viewed allowing us to alter

information

Using Existing Contact (4 of 4)Using Existing Contact (4 of 4)

Thomas Smithgall will not be the primary contact for

Kansas City location

Entity Information 2-23

Adding a Second Contact (1 of 4)Adding a Second Contact (1 of 4)

Contact has been successfully related to the

Missouri Location

Adding a Second contact for the Missouri Location

Entity Information 2-24

Adding a Second Contact (2 of 4)Adding a Second Contact (2 of 4)

Adding a Second contact for the Missouri Location

Adding a Second Contact (3 of 4)Adding a Second Contact (3 of 4)

Include all required information

Entity Information 2-26

Adding a Second Contact (4 of 4)Adding a Second Contact (4 of 4)

The Missouri Location now has two Contacts

Pressing Return will finish this process

Entity Information 2-27

Reviewing our Work with a SearchReviewing our Work with a SearchEntity

Location Hamilton Education Center IllinoisHamilton Education Center Missouri

Contact

Thomas Smithgall

Debra Wiggins

Hamilton Education Center

John Wiggins

Search Entity Search Entity

Enter Entity Name

1 Entity - Hamilton Education Center2 Locations - Illinois and Missouri4 Contacts – Thomas Smithgall (2 times)

Debra Wiggins John Wiggins

Search Location Search Location

Start search with Entity Name

Entity Information 2-30

Search LocationSearch Location

Location or Contact information can be chosen from this result

Entity Information 2-31

Search Contact Search Contact

Start search with Entity Name

Entity Information 2-32

Search Contact Search Contact

Same contact for multiple

Locations

More on SearchingMore on Searching Entity (1 of 6) Entity (1 of 6)

Select Search Entity

Entity Information 2-34

Search Entity (2 of 6) Search Entity (2 of 6)

Single Character search criteria to

find Hamilton Driver Training

Entity Information 2-35

Search Entity (3 of 6) Search Entity (3 of 6)

Yields 1194 Rows

Entity Information 2-36

Search Entity (4 of 6)Search Entity (4 of 6)

Let’s try Hamilton Driver

Entity Information 2-37

Search Entity (5 of 6) Search Entity (5 of 6)

Select any of the three choices for

viewing

Entity Information 2-38

Search Entity using FEIN (6 of 6) Search Entity using FEIN (6 of 6)

Must search FEIN with all 10 digits

Entity Information 2-39

Search Location (1 of 3) Search Location (1 of 3)

Using three search criteria

Entity Information 2-40

Search Location (2 of 3) Search Location (2 of 3)

Search Location (3 of 3) Search Location (3 of 3)

Entity Information 2-42

SummarySummary

We described the nature of an Entity We reviewed some general navigation and data

entry procedures Using the Guided process we entered

An Entity 2 Locations 4 Contacts

Searching was described for Entities, Locations, and Contacts