Name Entity Window

Use this window to view and manage information about all individuals, educational institutions, businesses, and organizations referenced in the database. Each has its own unique ID Number to help you track information about it throughout the system. Available tabs let you review, enter, and update all known name, address, biographical, relationship, and attribute information for a selected ID.

Information entered and shown on this window is stored in the Address Master, Alternate Contact Method, Attribute Transaction, Biograph Master, Items, Name Master, Name Type Master, Relationship, and Salutation Master tables.

Header and Tabs

Button

After you enter an ID Number, the User button is available on the Individual or Business/Organization, Biograph, Attributes, and Address tabs and opens the User Defined Forms window with the tab name appended (i.e., User Defined Forms - Name, User Defined Forms - Biograph, etc.).

How To

1. Open the Name Entity window.

2. You can enter an ID Number, search for an ID Number (right-click and choose Advanced Search), or allow the system to assign an ID Number when you Save.

3. Choose the appropriate Name Option radio button and View radio button. Available tabs depend on the radio buttons you select.

4. Enter information on the tabs. You may need to click the QAS Address icon () to enter and verify the address.

5. Save.

1. From the Name Entity window, click the Addresses tab.

2. Enter appropriate information by selecting from drop-down lists, selecting checkboxes, or entering information. You may need to click the QAS Address icon () to enter and verify the address.

3. Save.

1. From the Name Entity window, click the Notepad tab.

2. Click the Edit Notepad button.

3. The Notepad window opens and allows you to:

a. Add a Note

b. Add an Action

c. Add an Action List

d. Customize an Action List

e. Add an Event

1. From any Name Entity window, enter ID Number.

2. Click the Biograph tab and then the Master subtab.

3. Right-click to perform an Advanced Search.

4. Double-click on the name for which biographical information will be entered. The ID Number and name will now appear in the Maintain Biographical Information window.

5. Enter all biographical information.

6. Save.

7. Click the User Defined button to access a window with additional Biograph Master columns, which can be customized.

1. From the Name Entity window, click the Biograph tab and then the Ethnic/Race subtab.

2. Enter information by selecting from drop-down lists, selecting checkboxes, or entering information.

3. Save.

1. From the Name Entity window, click the Relationships tab.

2. Choose Add Row or Insert Row from the right-click menu.

3. Select the appropriate relationship code from the drop-down list.

4. Type the ID Number (or use the Advanced Search option) to select the name entity to be associated with this relationship. The Name column will also populate.

5. Enter the Begin Date and End Date.

6. Select the appropriate Attitude from the drop-down list.

7. Enter any type of free form text in the Note column.

8. Save.

Name Entity	Name Option		View
ID Number	Individual	Business/Organization	Summary	Details
Summary Tab
Individual Tab or Business/Organization Tab
Salutations Tab
Addresses Tab
Biograph Tab
Relationships Tab
Attributes Tab
Notepad Tab