EntityLocationContact：411302实体定位接触

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1、 Entity Information 2-2 l Describe an Entity typel Understand general navigation and data entry proceduresl Understand the Guided process for registering Entitiesl Demonstrate the process for enteringl Locationsl Contactsl Explain the Search process for Entities and Locations and Contacts Entity Inf

2、ormation 2-3 l Entity is one of the largest repositories of information in your systeml Entities should be viewed as a Physical Placel Types can bel Service Providersl Rapid Responsel LWAl Each Entity should have a 9 digit FEIN number or SSNl FEIN Federal Employer Identification Number l An Asterisk

3、 * represents the fact that data must be added to the field on which the Asterisk is placedl An error will result if this is violatedl Press the Go Back key to correctl Data entry can be completed without the use of a mousel Using the Tab key and the Shift Tab keys will allow movement forward and ba

4、ckwardl Drop Down List boxes can be populated by tabbing to the field and entering the first letter of the desired choice l Repeated depressions of that character will allow you to scroll through the choicesl This oval will represent what key should be pressed for movement to the next screen using t

5、he Guided Process l Examples for this ChapterEntity Location Hamilton Education Center IllinoisHamilton Education Center MissouriContact Thomas SmithgallDebra Wiggins Hamilton Education Center John Wiggins Entity Information 2-6Select Add Entity Entity Information 2-7 All * Asterisk items are requir

6、ed Must be selectedError messages will appear here Hypertext will allow for immediate retrieval of Entity information Entity Information 2-9 Location has been added successfully Hypertext will allow for immediate retrieval of Location information Entity Information 2-10 First of two contacts to be a

7、dded First added successfully Entity Information 2-13 Second added successfully Entity Information 2-14Select Add Location Entity Information 2-15 Enter the Name of the Entity to which the Location will be associated Entity Information 2-16 Yields 1 Row Add Second Location in Missouri Entity Informa

8、tion 2-18 Missouri Location added successfully Entity Information 2-19 In order to use an existing Contact we must first know the Entity to which the Contact is associated Entity Information 2-20Notice that Thomas Smithgall is associated to an Illinois location We are going to use this contact for t

9、he Missouri Location Entity Information 2-21Contact can be Viewed allowing us to alter information Thomas Smithgall will not be the primary contact for Kansas City location Entity Information 2-23 Contact has been successfully related to the Missouri Location Adding a Second contact for the Missouri

10、 Location Entity Information 2-24 Adding a Second contact for the Missouri Location Include all required information Entity Information 2-26 The Missouri Location now has two Contacts Pressing Return will finish this process Entity Information 2-27 Entity Location Hamilton Education Center IllinoisH

11、amilton Education Center MissouriContact Thomas SmithgallDebra Wiggins Hamilton Education Center John Wiggins Enter Entity Name1 Entity - Hamilton Education Center2 Locations - Illinois and Missouri 4 Contacts Thomas Smithgall (2 times) Debra Wiggins John Wiggins Start search with Entity Name Entity

12、 Information 2-30 Location or Contact information can be chosen from this result Entity Information 2-31 Start search with Entity Name Entity Information 2-32 Same contact for multiple Locations Select Search Entity Entity Information 2-34 Single Character search criteria to find Hamilton Driver Tra

13、ining Entity Information 2-35 Yields 1194 Rows Entity Information 2-36 Lets try Hamilton Driver Entity Information 2-37 Select any of the three choices for viewing Entity Information 2-38 Must search FEIN with all 10 digits Entity Information 2-39 Using three search criteria Entity Information 2-40 Entity Information 2-42 l We described the nature of an Entityl We reviewed some general navigation and data entry proceduresl Using the Guided process we entered l An Entity l 2 Locationsl 4 Contactsl Searching was described for Entities, Locations, and Contacts