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Entity Location Contact

Entity Location Contact. Chapter 2. Objectives. 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

dahlia-klein
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Entity Location Contact

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  1. Entity Location Contact Chapter 2

  2. Objectives • 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

  3. Entity 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

  4. General 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

  5. General Information • Examples for this Chapter Entity Hamilton Education Center Location Hamilton Education Center Illinois Hamilton Education Center Missouri Contact John Wiggins Debra Wiggins Thomas Smithgall

  6. Adding an Entity Select Add Entity

  7. Adding an Entity All * Asterisk items are required

  8. Entity Locations Hypertext will allow for immediate retrieval of Entity information Error messages will appear here Must be selected

  9. Entity Locations Location has been added successfully Hypertext will allow for immediate retrieval of Location information

  10. Adding Contacts (1 of 4)

  11. Adding Contacts (2 of 4) First of two contacts to be added

  12. Adding Contacts (3 of 4) First added successfully

  13. Adding Contacts (4 of 4) Second added successfully

  14. Add Second Location (1 of 5) Select Add Location

  15. Add Second Location (2 of 5) Enter the Name of the Entity to which the Location will be associated

  16. Add Second Location (3 of 5) Yields 1 Row

  17. Add Second Location (4 of 5) Add Second Location in Missouri

  18. Add Second Location (5 of 5) Missouri Location added successfully

  19. 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

  20. Using Existing Contact (2 of 4) We are going to use this contact for the Missouri Location Notice that Thomas Smithgall is associated to an Illinois location

  21. Using Existing Contact (3 of 4) Contact can be Viewed allowing us to alter information

  22. Using Existing Contact (4 of 4) Thomas Smithgall will not be the primary contact for Kansas City location

  23. Adding a Second Contact (1 of 4) Contact has been successfully related to the Missouri Location Adding a Second contact for the Missouri Location

  24. Adding a Second Contact (2 of 4) Adding a Second contact for the Missouri Location

  25. Adding a Second Contact (3 of 4) Include all required information

  26. Adding a Second Contact (4 of 4) The Missouri Location now has two Contacts Pressing Return will finish this process

  27. Reviewing our Work with a Search Entity Hamilton Education Center Location Hamilton Education Center Illinois Hamilton Education Center Missouri Contact John Wiggins Debra Wiggins Thomas Smithgall

  28. Search Entity Enter Entity Name 1 Entity - Hamilton Education Center 2 Locations - Illinois and Missouri 4 Contacts – Thomas Smithgall (2 times) Debra Wiggins John Wiggins

  29. Search Location Start search with Entity Name

  30. Search Location Location or Contact information can be chosen from this result

  31. Search Contact Start search with Entity Name

  32. Search Contact Same contact for multiple Locations

  33. More on Searching Entity (1 of 6) Select Search Entity

  34. Search Entity (2 of 6) Single Character search criteria to find Hamilton Driver Training

  35. Search Entity (3 of 6) Yields 1194 Rows

  36. Search Entity (4 of 6) Let’s try Hamilton Driver

  37. Search Entity (5 of 6) Select any of the three choices for viewing

  38. Search Entity using FEIN (6 of 6) Must search FEIN with all 10 digits

  39. Search Location (1 of 3) Using three search criteria

  40. Search Location (2 of 3)

  41. Search Location (3 of 3)

  42. Summary • 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

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