Step 1 – On the Navigation Bar, click "Add New Entity (NEW)" under "Entities".
Step 2 – Give the Entity a name. This is a required field.
Step 3 – Select the Entity type(s) for the new Entity. This field is required.
You can select more than one.
Step 4 – Select the Entity sub-type(s).
These will populate based on the Entity type(s) you selected in the previous step.
Step 5 – Fill in the address, zip code, and phone number for the Entity.
Step 6 – Enter an Entity description and any notes you may have on the Entity.
Step 7 – If you want this Entity to be available across the Enterprise, check the "Enterprise Level" box.
Disclaimer: once selecting "Enterprise Level" and saving, this action is permanent. Additionally, users without the "Enterprise Manager" Reporting Role will not be able to view TouchPoint Responses of Entities with this setting enabled.
After selecting "Enterprise Level" Select "Program Assignment" and then select Sites from the drop-down and select which Programs you would like the Entity to be available in.