1. Entity Location Contact Chapter 2

2. Entity Location Contact 2-2 Objectives Describe an Entity type Explain the Search process for Entities and Locations and Contacts Understand the Guided process for entering Entities Demonstrate the process for entering Locations Contacts

3. Entity Location Contact 2-3 Entity Description Entity is the highest level of information about a place Each Entity can have one or more Locations Every Location can have one or more Contacts Entity Types can be Service Providers IETC DETS Employers Training Providers Each Entity must have a 9 digit FEIN number or SSN FEIN – Federal Employer Identification Number

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

5. Adding an Entity (1 of 5) Select Search Entity

6. Entity Location Contact 2-6 Adding an Entity (2 of 5)

7. Entity Location Contact 2-7 Adding an Entity (3 of 5)

8. Entity Location Contact 2-8 Adding an Entity (4 of 5) All * Asterisk items are required

9. Entity Location Contact 2-9 Adding an Entity (5 of 5) All * Asterisk items are required

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

11. Entity Location Contact 2-11 Find Zip Code (1 of 3)

12. Entity Location Contact 2-12 Find Zip Code (2 of 3)

13. Entity Location Contact 2-13 Find Zip Code (3 of 3)

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

15. Entity Location Contact 2-15 Adding Contacts (1 of 5) First contact not found

16. Adding Contacts (2 of 5) First of two contacts to be added

17. Entity Location Contact 2-17 Adding Contacts (3 of 5) Second contact not found

18. Adding Contacts (4 of 5) Enter information for second contact

19. Entity Location Contact 2-19 Adding Contacts (5 of 5) Second added successfully

20. Entity Location Contact 2-20 Add Second Location (1 of 5) Select Add Location

21. Entity Location Contact 2-21 Add Second Location (2 of 5) Enter the Name of the Entity to which the Location will be associated

22. Entity Location Contact 2-22 Add Second Location (3 of 5) Yields 1 Row

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

24. Entity Location Contact 2-24 Add Second Location (5 of 5) Missouri Location added successfully

25. Entity Location Contact 2-25 Using Existing Contact (1 of 4) Enter contact name

26. Entity Location Contact 2-26 Using Existing Contact (2 of 4) Notice that Thomas Smithgall is also associated to an Illinois location We are going to use this contact for the Missouri Location

27. Entity Location Contact 2-27 Using Existing Contact (3 of 4) Contact can be Viewed allowing us to alter information for this location

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

29. Entity Location Contact 2-29 Adding a Second Contact (1 of 5) Contact has been successfully related to the Missouri Location Adding a Second contact for the Missouri Location

30. Entity Location Contact 2-30 Adding a Second Contact (2 of 5) Searching for the second contact for the Missouri Location

31. Entity Location Contact 2-31 Adding a Second Contact (3 of 5) Different Wiggins is displayed

32. Adding a Second Contact (4 of 5) Include all required information

33. Entity Location Contact 2-33 Adding a Second Contact (5 of 5) The Missouri Location now has two Contacts Pressing Return will finish this process

34. Entity Location Contact 2-34 Reviewing our Work with a Search Entity Location Hamilton Education Center Illinois Hamilton Education Center Missouri Contact Thomas Smithgall Debra Wiggins Hamilton Education Center Jim Wiggins

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

36. Search Location Using three search criteria Start search with Entity Name

37. Entity Location Contact 2-37 Search Location Location or Contact information can be chosen from this result

38. Entity Location Contact 2-38 Search Contact Start search with Entity Name

39. Entity Location Contact 2-39 Search Contact Same contact for multiple Locations

40. Entity Location Contact 2-40 Summary We described the nature of an Entity We reviewed some general navigation and data entry procedures Searching was described for Entities, Locations, and Contacts Using the Guided process we entered An Entity 2 Locations 4 Contacts