Get documents about "IWDS - Terminology and System Overview
Document Sample
Entity Location Contact
Chapter 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
Entity Information 2-2
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
Entity Information 2-3
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
General Information
Examples for this Chapter
Entity Hamilton Education Center
Hamilton Education Center Illinois
Location Hamilton Education Center Missouri
Contact
John Wiggins
Debra Wiggins
Thomas Smithgall
Adding an Entity
Select Add Entity
Entity Information 2-6
Adding an Entity
All * Asterisk
items
are required
Entity Information 2-7
Entity Locations
Hypertext will
Error messages allow for
will appear here immediate retrieval
of Entity
information
Must be selected
Entity Locations
Location has been Hypertext will allow
added for immediate
successfully retrieval of
Location
information
Entity Information 2-9
Adding Contacts (1 of 4)
Entity Information 2-10
Adding Contacts (2 of 4)
First of two
contacts to be
added
Adding Contacts (3 of 4)
First added
successfully
Adding Contacts (4 of 4)
Second added
successfully
Entity Information 2-13
Add Second Location (1 of 5)
Select Add Location
Entity Information 2-14
Add Second Location (2 of 5)
Enter the Name of the Entity
to which the Location will
be associated
Entity Information 2-15
Add Second Location (3 of 5)
Yields 1 Row
Entity Information 2-16
Add Second Location (4 of 5)
Add Second
Location in
Missouri
Add Second Location (5 of 5)
Missouri Location
added successfully
Entity Information 2-18
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
Entity Information 2-19
Using Existing Contact (2 of 4)
We are going to use this
contact for the Missouri
Location
Notice that Thomas
Smithgall is
associated to an
Illinois location
Entity Information 2-20
Using Existing Contact (3 of 4)
Contact can be Viewed
allowing us to alter
information
Entity Information 2-21
Using Existing Contact (4 of 4)
Thomas Smithgall will not
be the primary contact for
Kansas City location
Adding a Second Contact (1 of 4)
Contact has been
successfully related to the
Missouri Location
Adding a Second contact
for the Missouri Location
Entity Information 2-23
Adding a Second Contact (2 of 4)
Adding a Second contact
for the Missouri Location
Entity Information 2-24
Adding a Second Contact (3 of 4)
Include all required
information
Adding a Second Contact (4 of 4)
The Missouri Location
now has two Contacts
Pressing Return will finish
this process
Entity Information 2-26
Reviewing our Work with a Search
Entity Hamilton Education Center
Hamilton Education Center Illinois
Location Hamilton Education Center Missouri
Contact
John Wiggins
Debra Wiggins
Thomas Smithgall
Entity Information 2-27
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
Search Location
Start search with
Entity Name
Search Location
Location or Contact information can be
chosen from this result
Entity Information 2-30
Search Contact
Start search with
Entity Name
Entity Information 2-31
Search Contact
Same contact for
multiple Locations
Entity Information 2-32
More on Searching
Entity (1 of 6)
Select Search
Entity
Search Entity (2 of 6)
Single Character
search criteria to
find Hamilton
Driver Training
Entity Information 2-34
Search Entity (3 of 6)
Yields 1194 Rows
Entity Information 2-35
Search Entity (4 of 6)
Let’s try Hamilton
Driver
Entity Information 2-36
Search Entity (5 of 6)
Select any of the
three choices for
viewing
Entity Information 2-37
Search Entity using FEIN (6 of 6)
Must search FEIN
with all 10 digits
Entity Information 2-38
Search Location (1 of 3)
Using three
search criteria
Entity Information 2-39
Search Location (2 of 3)
Entity Information 2-40
Search Location (3 of 3)
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
Entity Information 2-42
