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Hot Adding Entities/People

When selecting entities or people from a list in Secretariat to populate a record, Secretariat includes functionality to hot add a new record, meaning the individual or entity can be created without exiting the current record.

To Hot Add an Entity/Person:

  1. Add a record from which an entity or person can be selected. For example, a positions record for an entity includes the Hot Add functionality.

  2. Click the  button next to the field that will be populated with a person or entity name.
    Screen Shot 2017-06-20 at 1.17.37 PM.png

  3. On the Entities or People List page, click the  Hot Add button and select the type of entity or person to be added.
    Screen Shot 2017-06-20 at 1.16.59 PM.png

  4. On the Entity – Base Info or People – Base Info dialog box, enter information as needed. Required fields are indicated with a yellow text box.

  5. Optionally, click the  Find Duplicates button to open the Duplicate Check dialog box to verify that the entity or person does not exist in Secretariat. Click the Continue button.
    Screen Shot 2017-06-20 at 1.16.18 PM.png

  6. To create the record and close the dialog box, click the  Save button. To create the record and immediately open the record in a separate window to continue to enter additional information for the entity or person, click the  Save/Open button.
    Screen Shot 2017-06-20 at 1.15.43 PM.png

  7. If you clicked Save/Open, continue to enter information on the tabs for the entity or person. When finished, click the  button in the upper-right corner to close the window and return to Secretariat.
    Screen Shot 2017-06-20 at 1.12.06 PM.png

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