Managing Generic Entities

For organizations that use Generic Entities (entities other than Schools, Boards or Management Organizations) for storing submissions and assigning requirements, there is an administration screen available for managing these entities. This administration screen will allow those with the appropriate permissions to view, update, and add/delete generic entities. The most common types of Generic Entities added by Epicenter organizations are Departments and Resources.

The new administration page is located within Administration > Entities Section > Generic Entities as shown below:

On the User Roles page, the security permissions that are available for Generic Entities include:

The following provides a description of these three security permissions:

Generic Entity View: This permission provides access to view the user’s generic entities in Document and Compliance Center. Also, if a user has access to another page in Administration, the “Generic Entity View” permission will give the user access to this new Generic Entities page in Administration (see example below of “Department” generic entities).

Generic Entity Update: This permission provides the ability to edit the generic entities. After selecting an entity, the user will have access to the edit pencil icon as shown below. The user can edit the generic entity’s name, classification and add a deactivated date.

Generic Entity Add and Delete: This permission provides the ability to add and delete generic entities. Note that when adding new entities, you will want to first create the entity’s Entity Group (if necessary) before creating the new entity. This can be done by going into Administration > Manage Groups > Entity Groups tab, selecting the parent group under which you want to add this entity group, and clicking “Add Subgroup.” Also, when adding new generic entities, if you hit the max number of generic entities set on your site, please contact our Epicenter Support Team.

 

Please note that the “<<Organization>> Epicenter Administrator” role within your organization will have the “Generic Entity Add and Delete” and “Generic Entity Update” permissions by default. Additional user roles can be given these permissions if desired

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