Entity Location Contact Chapter 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

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

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

Adding an Entity (1 of 5) Select Search Entity

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

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

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

Entity Location Contact 2-9 Adding an Entity (5 of 5) 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 Location Contact 2-11 Find Zip Code (1 of 3)

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

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

Entity 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) First contact not found

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

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

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

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

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

Entity Location Contact 2-21 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) Yields 1 Row

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

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

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

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

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

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) 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) Searching for the second contact for the Missouri Location

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

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

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

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

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

Search Location Using three search criteria Start search with Entity Name

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

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

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

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