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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.
Team Entity
For companies that utilise construction teams, it is possible to set entities to only apply to a certain 'region'. This means specific teams, meaning that certain suppliers will only show within the respective teams jobs, this . This is ideal for construction logistics where businesses may operate across differing regions but do not want entities to apply to all teams that work under that region/division.
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Procedures
Resolving An Entity
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Creating A Role For An Existing Entity
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Framework ECM entities may belong to one or more roles. |
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| A lockup carpenter may also be a fix carpenter and eaves carpenter. |
- From the Entity Roles list, select the required entity role.
- Click New. The Create/Select Entity confirmation prompt will appear.
- Click No if the entity is already in the system. The Entity Search dialog will be displayed.
- Enter the search criteria.jami
- Click Search.
- From the Search Results list, select an entity.
- Click OK. The Create Entity Role confirmation prompt will appear.
- Click Yes to confirm. The General tab of the Entity Role dialog will be displayed.
- Enter the details.
- Select the Custom Fields tab.
- Enter the details.
- Click OK. The dialog will close and the entity role will be added to the entity.
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Removing or making a role inactive means the entity will no longer be available for selection in ECM for that role.
Deleting An Entity
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Entities are never physically removed from Framework ECM. When all entity roles are removed or made inactive the entity is no longer displayed for new selection in any list in Framework ECM. These entities remain within Framework ECM to ensure that historical data is handled correctly. |