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Watch a quick Video!

Background

An entity is an individual, business, institution or organization that you interact with and with whom you have external activities to disclose. Before navigating to the disclosure page, you must have at least 1 Entity within your Entity List and it must be active.  If you would like to use an Entity from last year, the Actions column contains options to edit, or to simply view your entity.  If you need to add a new entity, click the Add New button, and begin to complete the Add Entity Details page.

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NOTE: As a New Employee you will have no entities displayed. Any entities you add now will be available for your use in the future. If you entered disclosures for CY 2012, your entities for those disclosures will be available.

Add an Entity
  • Click Image RemovedImage Added and  complete all fields. 
  • Complete Entity Name
  • Complete the Location - Street Address and City State/Province, Country
  • Entity Category:Select an Entity Category: For-Profit, Non-Profit , Gift Sourceor Government
  • Select an Entity Type: Higher Ed Institution, Federal Agency, State/Local Agency, Home Business, Publicly Traded Co, Privately Traded Co, Professional Society, Otheroptions are based on the Entity Category you selected
  • Select an Entity Industry: options are based on the Entity Category you selected
  • Complete Entity Name
  • Complete the Location - Street Address and City State/Province, Country
  • Click Save
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Edit an Entity
  • Click on the Pencil icon in the activity column of the entity you are wanting to edit.Select an entity currently listed by clicking the check box
  • Click the Edit button
  • The information about that entity will be appear in the fields in the bottom half of the window.
  • Make your changes and select the blue Save button.
Delete an Entity
  • Select an entity currently listed by clicking the check box
  • Click on the Trashcan icon in the Action column of the entity you want to delete.
  • A warning message will be displayed asking you to confirm your action.Image Removed


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  • Click on the blue Delete button to delete the entity or select Cancel if you change your mind.
  • Remember, if you simply want to stop an entity from displaying as an option when completing your Disclosure page, Inactivate the entity.

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NOTES:
If you intend to use your entity in order to document future disclosures, Inactive the entity. If you delete, you will not be able to retrieve what has been deleted.

Menus & Icons

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Allows you to edit an Entity.

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Deletes an Entity.

Image AddedAllows you to view your Entity within a browser window.
Image AddedAllow your Entity to be displayed as an option within the Disclosures page.

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Prevents your Entity from being displayed within the Disclosures page as an option.
Image AddedIf the tag icon is highlighted, this indicates that you have incomplete fields regarding your entity. Click the tag to complete
any of the three fields: category, type, and industry.