Entity Location Contact Chapter 2

Entity Information 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

Entity Information 2-3 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

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

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

Entity Information 2-6 Adding an Entity Select Add Entity

Entity Information 2-7 Adding an Entity All * Asterisk items are required

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

Entity Information 2-9 Entity 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 (2 of 4) First of two contacts to be added

Adding Contacts (3 of 4) First added successfully

Entity Information 2-13 Adding Contacts (4 of 4) Second added successfully

Entity Information 2-14 Add Second Location (1 of 5) Select Add Location

Entity Information 2-15 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) Yields 1 Row

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

Entity Information 2-18 Add Second Location (5 of 5) Missouri Location added successfully

Entity Information 2-19 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

Entity Information 2-20 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) Contact can be Viewed allowing us to alter information

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) 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 for the Missouri Location

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

Entity Information 2-26 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 Search Entity Location Hamilton Education Center Illinois Hamilton Education Center Missouri Contact Thomas Smithgall Debra Wiggins Hamilton Education Center John Wiggins

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

Search Location Start search with Entity Name

Entity Information 2-30 Search Location Location or Contact information can be chosen from this result

Entity Information 2-31 Search Contact Start search with Entity Name

Entity Information 2-32 Search Contact Same contact for multiple Locations

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

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

Entity Information 2-35 Search Entity (3 of 6) Yields 1194 Rows

Entity Information 2-36 Search Entity (4 of 6) Lets try Hamilton Driver

Entity Information 2-37 Search Entity (5 of 6) Select any of the three choices for viewing

Entity Information 2-38 Search Entity using FEIN (6 of 6) Must search FEIN with all 10 digits

Entity Information 2-39 Search Location (1 of 3) Using three search criteria

Entity Information 2-40 Search Location (2 of 3)

Search Location (3 of 3)

Entity Information 2-42 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