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Business Fields - Entity List and Entity Form

Business Rule Fields for Entity List and Entity Forms.

The following table details the Entity List fields as well as their functionality and impact on users.

Each of these settings can be found by following this path in CMO:

  1. Log in as an Admin.
  2. From the home screen, click Admin.
  3. Click Business Rules from the side bar menu. 
  4. Click your company name.
  5. You will automatically land on the Business Rules Settings page. 
  6. From here, click the Fields tab in the top left corner of the page.
  7. Navigate to the Entity List section of the page. 

The table below describes setting options for the Entity List section on the Business Rules - Fields page. 

Entity List Fields
Fields Functionality
Show Total Events When checked, a Total column equaling the amount of Events assigned to the Entity will appear in the Entity register. 
Show Last Event Score When checked, the Score column will display the last score of the most recent audit. If disabled, the Score column will display the average of all audit scored completed for that Entity.
Show Entity Scorecard When checked, the Entity Scorecard will appear on the Entity register.


Entity Form Fields
Fields Functionality
Entity Employees / Weight

When checked, a user can specify the number of employees per Entity and the Entity weight. Entity weight is used to calculate the overall Org Unit score, which is calculated by taking the number of employees and the weight into account.

For example, if Entity A has 200 employees and Entity B has 100 employees, the score of events performed on Entity A will count twice as much as Entity B in determining the overall performance score of the Org Unit (where Entity A and B are located). 

Entity Phone When checked, these fields will display in an Entity record.
Entity Street Address
Entity Email
Entity State / Province
Entity Postcode
Entity City
Entity Country
GPS Coordinates When checked, the GPS field is shown in the Edit Entity screen where a GPS point can be selected to geo-tag the Entity.
Record by Week, not Month

When checked, a pop-up screen will appear in the Hours Worked tab of an Entity record with data entry arranged on a weekly (not monthly) basis. This pop-up screen will appear when the Add Hours Worked button is clicked.

Note: This option displays only when the Classification button is checked.

Use alternative calculation for Monthly Frequency Rates When checked, all of the hours recorded in a week will be attributed to the month in which the week started, even if the remainder of the week were to fall into the next month. This happens when hours are recorded by week, rather than by month. 
Classification When checked, the Hours Worked tab displays in the Entity record. This tab is used to add/edit hours worked.
Default Users

When checked, the Default Users tab will appear in an Entity record. 

Default User is a tab in an Entity record that lists all user roles and job titles that are activated on the client's environment. Using the Default Users will make it possible for users to nominate a Default User for each role and each job title. Any Action assigned to that role/job title will auto-assign it to the respective default user for that Entity.

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