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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