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.
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.