Entity Location ContactEntity Location Contact

Chapter 2Chapter 2

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

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

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

Adding an Entity (1 of 5)Adding an Entity (1 of 5)

Select Search Entity

Entity Location Contact 2-6

Adding an Entity (2 of 5)Adding an Entity (2 of 5)

Entity Location Contact 2-7

Adding an Entity (3 of 5)Adding an Entity (3 of 5)

Entity Location Contact 2-8

Adding an Entity (4 of 5)Adding an Entity (4 of 5)

All * Asterisk items

are required

Entity Location Contact 2-9

Adding an Entity (5 of 5)Adding an Entity (5 of 5)

All * Asterisk items

are required

Entity LocationsEntity Locations

Must be selected

Error messages will appear here

Hypertext will allow for

immediate retrieval of Entity

information

Entity Location Contact 2-11

Find Zip Code (1 of 3)Find Zip Code (1 of 3)

Entity Location Contact 2-12

Find Zip Code (2 of 3)Find Zip Code (2 of 3)

Entity Location Contact 2-13

Find Zip Code (3 of 3)Find Zip Code (3 of 3)

Entity LocationsEntity Locations

Location has been added

successfully

Hypertext will allow for

immediate retrieval of Location information

Entity Location Contact 2-15

Adding Contacts (1 of 5)Adding Contacts (1 of 5)

First contact not found

Adding Contacts (2 of 5)Adding Contacts (2 of 5)

First of two contacts to be

added

Entity Location Contact 2-17

Adding Contacts (3 of 5)Adding Contacts (3 of 5)

Second contact not found

Adding Contacts (4 of 5)Adding Contacts (4 of 5)

Enter information for second

contact

Entity Location Contact 2-19

Adding Contacts (5 of 5)Adding Contacts (5 of 5)

Second added successfully

Entity Location Contact 2-20

Add Second Location (1 of 5)Add Second Location (1 of 5)

Select Add Location

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

Entity Location Contact 2-22

Add Second Location (3 of 5) Add Second Location (3 of 5)

Yields 1 Row

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

Add Second Location in

Missouri

Entity Location Contact 2-24

Add Second Location (5 of 5)Add Second Location (5 of 5)

Missouri Location added successfully

Entity Location Contact 2-25

Using Existing Contact (1 of 4)Using Existing Contact (1 of 4)

Enter contact name

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

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

Using Existing Contact (4 of 4)Using Existing Contact (4 of 4)

Thomas Smithgall will not be the primary contact for

Kansas City location

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

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

Entity Location Contact 2-31

Adding a Second Contact (3 of 5)Adding a Second Contact (3 of 5)

Different Wiggins is displayed

Adding a Second Contact (4 of 5)Adding a Second Contact (4 of 5)

Include all required information

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

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

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

Search Location Search Location

Using three search criteria

Start search with Entity Name

Entity Location Contact 2-37

Search LocationSearch Location

Location or Contact information can be chosen from this result

Entity Location Contact 2-38

Search Contact Search Contact

Start search with Entity Name

Entity Location Contact 2-39

Search Contact Search Contact

Same contact for multiple

Locations

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