Entity Location Contact Chapter 2. Entity Location Contact 2-2 Objectives Describe an Entity type...
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Transcript of Entity Location Contact Chapter 2. Entity Location Contact 2-2 Objectives Describe an Entity type...
![Page 1: Entity Location Contact Chapter 2. Entity Location Contact 2-2 Objectives Describe an Entity type Explain the Search process for Entities and Locations.](https://reader035.fdocuments.us/reader035/viewer/2022062417/55156199550346a1418b4b15/html5/thumbnails/1.jpg)
Entity Location ContactEntity Location Contact
Chapter 2Chapter 2
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Entity Location Contact 2-2
ObjectivesObjectives
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
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Entity Location Contact 2-3
Entity DescriptionEntity 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
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General InformationGeneral Information
Examples for this Chapter
Entity
Location Hamilton Education Center IllinoisHamilton Education Center Missouri
Contact
Thomas Smithgall
Debra Wiggins
Hamilton Education Center
Jim Wiggins
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Adding an Entity (1 of 5)Adding an Entity (1 of 5)
Select Search Entity
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Entity Location Contact 2-6
Adding an Entity (2 of 5)Adding an Entity (2 of 5)
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Entity Location Contact 2-7
Adding an Entity (3 of 5)Adding an Entity (3 of 5)
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Entity Location Contact 2-8
Adding an Entity (4 of 5)Adding an Entity (4 of 5)
All * Asterisk items
are required
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Entity Location Contact 2-9
Adding an Entity (5 of 5)Adding an Entity (5 of 5)
All * Asterisk items
are required
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Entity LocationsEntity Locations
Must be selected
Error messages will appear here
Hypertext will allow for
immediate retrieval of Entity
information
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Entity Location Contact 2-11
Find Zip Code (1 of 3)Find Zip Code (1 of 3)
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Entity Location Contact 2-12
Find Zip Code (2 of 3)Find Zip Code (2 of 3)
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Entity Location Contact 2-13
Find Zip Code (3 of 3)Find Zip Code (3 of 3)
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Entity LocationsEntity Locations
Location has been added
successfully
Hypertext will allow for
immediate retrieval of Location information
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Entity Location Contact 2-15
Adding Contacts (1 of 5)Adding Contacts (1 of 5)
First contact not found
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Adding Contacts (2 of 5)Adding Contacts (2 of 5)
First of two contacts to be
added
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Entity Location Contact 2-17
Adding Contacts (3 of 5)Adding Contacts (3 of 5)
Second contact not found
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Adding Contacts (4 of 5)Adding Contacts (4 of 5)
Enter information for second
contact
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Entity Location Contact 2-19
Adding Contacts (5 of 5)Adding Contacts (5 of 5)
Second added successfully
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Entity Location Contact 2-20
Add Second Location (1 of 5)Add Second Location (1 of 5)
Select Add Location
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Entity Location Contact 2-21
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
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Entity Location Contact 2-22
Add Second Location (3 of 5) Add Second Location (3 of 5)
Yields 1 Row
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Add Second Location (4 of 5)Add Second Location (4 of 5)
Add Second Location in
Missouri
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Entity Location Contact 2-24
Add Second Location (5 of 5)Add Second Location (5 of 5)
Missouri Location added successfully
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Entity Location Contact 2-25
Using Existing Contact (1 of 4)Using Existing Contact (1 of 4)
Enter contact name
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Entity Location Contact 2-26
Using Existing Contact (2 of 4)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
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Entity Location Contact 2-27
Using Existing Contact (3 of 4)Using Existing Contact (3 of 4)
Contact can be Viewed allowing us to alter information for this
location
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Using Existing Contact (4 of 4)Using Existing Contact (4 of 4)
Thomas Smithgall will not be the primary contact for
Kansas City location
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Entity Location Contact 2-29
Adding a Second Contact (1 of 5)Adding a Second Contact (1 of 5)
Contact has been successfully related to the
Missouri Location
Adding a Second contact for the Missouri Location
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Entity Location Contact 2-30
Adding a Second Contact (2 of 5)Adding a Second Contact (2 of 5)
Searching for the second contact for the Missouri
Location
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Entity Location Contact 2-31
Adding a Second Contact (3 of 5)Adding a Second Contact (3 of 5)
Different Wiggins is displayed
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Adding a Second Contact (4 of 5)Adding a Second Contact (4 of 5)
Include all required information
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Entity Location Contact 2-33
Adding a Second Contact (5 of 5)Adding a Second Contact (5 of 5)
The Missouri Location now has two Contacts
Pressing Return will finish this process
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Entity Location Contact 2-34
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
Jim Wiggins
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Search Entity Search Entity
Enter Entity Name
1 Entity - Hamilton Education Center2 Locations - Illinois and Missouri4 Contacts – Thomas Smithgall (2 times)
Debra Wiggins Jim Wiggins
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Search Location Search Location
Using three search criteria
Start search with Entity Name
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Entity Location Contact 2-37
Search LocationSearch Location
Location or Contact information can be chosen from this result
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Entity Location Contact 2-38
Search Contact Search Contact
Start search with Entity Name
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Entity Location Contact 2-39
Search Contact Search Contact
Same contact for multiple
Locations
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Entity Location Contact 2-40
SummarySummary
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