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In Framework ECM, an entity is ascribed an entity role. An entity role refers to the function performed or maintained by an entity. It determines where in the system an entity can be selected.

Example: The following are examples of entities in Framework ECM:
- John Citizen is a client entity having a house built.
- Acme Building Suppliers is a supplier entity that supplies a builder with materials.
- Steve Smith is a construction manager entity who is managing the construction of the house.Image Added

Procedures

Resolving An Entity

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This procedure is designed to resolve duplicate entities in the system. This involves keeping one entity, replacing all the duplicate entity links and allocations to this one entity, then deleting the duplicate.

1. From the Entity Roles list, select the required entity role.
2. Click Resolve. The Resolve Entity dialog will be displayed.
3. Enter the criteria.
4. From the Entities to be Resolved list, select an entity.
5. Click Resolve . The dialog will close and the entities will be resolvedand confirm action.

Creating An Entity

1. From the Entity Roles list, select the required entity role.
2. Click New. The Create/Select Entity confirmation prompt will appear.
3. Click Yes if the entity will be a new entity (i.e., they do not already exist in the system). The Select Entity dialog will be displayed.
4. From the Entity Type list, select the type of entity.
5. Click OK. The General tab of the Person Details dialog, Name Details dialog, or Company Details dialog will be displayed.
6. For each tab of the dialog, select and enter details or select the New button in the toolbar to create a record.
   
   

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