When you create or edit an entity, you enter “Draft Mode”. This allows you to easily pick up where you left off if you navigate away from the platform. Toggle the Entity Status button and select “Drafts” to see an organized collection of in progress entities.

1:  Adding an Entity

To add a new entity, follow these steps:

1. Navigate to the Locations tab.

2. Click the New Entity button.

   

3. Choose whether the new entity is a Location or Person.

4. Populate all entity information. Required fields are indicated with a *. See the Glossary for any terms you are unfamiliar with.

5. Once required fields are add, click the Finish button.

2:  Editing an Entity

To edit an entity, follow these steps:

1. Navigate to the Locations tab.

2. Search for the entity you would like to edit.

   

3. Click on the entity to view the entity details.

4. Hover over the field you would like to edit and click on the pencil icon to the right of it.

   

5. Click the check-mark to save your change or the “x” to cancel. In-line data validation will alert you to any changes that do not pass platform guidelines.

To edit multiple entities at the same time, see Editing Multiple Entities at the Same Time.