1. Entity Location Contact Chapter 2

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

3. 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

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 Location Hamilton Education Center Illinois Hamilton Education Center Missouri Contact Thomas Smithgall Debra Wiggins Hamilton Education Center John Wiggins

6. Entity Information 2-6 Adding an Entity Select Add Entity

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

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

9. Entity Information 2-9 Entity Locations Location has been added successfully Hypertext will allow for immediate retrieval of Location information

10. Entity Information 2-10 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. Entity Information 2-13 Adding Contacts (4 of 4) Second added successfully

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

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

16. Entity Information 2-16 Add Second Location (3 of 5) Yields 1 Row

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

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

19. 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

20. 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

21. Entity Information 2-21 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. 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

24. Entity Information 2-24 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. Entity Information 2-26 Adding a Second Contact (4 of 4) The Missouri Location now has two Contacts Pressing Return will finish this process

27. 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

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

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

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

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

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

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

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

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

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

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

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

41. Search Location (3 of 3)

42. 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