Default User Role: Enterprise Manager

This feature allows administrators to automatically create Entities for Programs, Sites and Staff for each of the Sites on the Enterprise. By using this feature an Enterprise-wide rule is created, which means that Staff, Programs and Sites from across the Enterprise can be added as Entities to different Sites on the Enterprise. For example, create an Entity record for all Staff from Site A in Site B.

  • Select the option(s) to create the desired Entities.

  • Next, the administrator will have the option to automatically enroll the Entities in one specific Program in the Site, or not enroll them in any Programs automatically.

  • Click "Submit" to create the Entities.

  • Each time a new Program, Staff or Site is added to the software a new Entity will be created to match that record.

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