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.
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 2013, your entities for those disclosures will be available.
If an entity will be used and it contains a red background by the check box or red tag icon:
NOTES: About deleting entities:
Remember that entities must be activated in order to use them in your disclosures. This feature is intended to provide you with a way of limiting the number of entities that are available for use in disclosures without needing to delete them.
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.
Allows you to edit an Entity.
Deletes an Entity.
|Allows you to view your Entity within a browser window.|
|Allow your Entity to be displayed as an option within the Disclosures page.|
|Prevents your Entity from being displayed within the Disclosures page as an option.|
|If 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.
The dashboard will also contain a view of all entities. From the dashboard, you also have the flexibility to add or edit entities.