CarbonView

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====== Entities Overview ======

===== Adding Entities =====

==== Add Entity ====

This feature allows you to add child entities to existing entities.

Creating Entity:
The Create Entity page allows you to enter information associated with the entity that is about to be created. Required fields are marked with asterisks (*). Make sure that you provide the required information; otherwise, the system will not allow you to proceed.

Enter the following information:

***Entity ID** - a unique code to identify the entity. This ID is used to identify the entity when uploading emissions data.

***Entity Name** - this name has to be unique amongst sibling entities.

**Entity Description** - a brief description or additional information about the entity.

**Active** - check the box to indicate if the entity is available for emission calculations. If not, the entity is not used for emission calculations. Defaults to active.

**Allocation Rules** - This is a flag to indicate that allocation rules can be defined for this entity.

**Effective Start Date** - click the  Calendar icon to select a start date.

**Effective End Date** - click the  Calendar icon to select an end date.

**Allocation Start Date** - click the  Calendar icon to select a date when the allocation starts to take effect.

**Allocation End Date** - click the  Calendar icon to select an allocation end date.

**Industry Code** - Code to identify the industry that the entity belongs to.

**Business Number** - Business number i.e., DUNS etc.

**Longitude** - Geographical longitude for where this entity is located.

**Latitude** - Geographical latitude for where this entity is located.

**Equity** - % stake that the company has.

**Operation Control %** - control that company has over entity's operations.

**Street** - Street address of the entity.

**City** - City where the entity is located.

**State** - State where the entity is located.

**Country** - select a country from the drop-down list.

**ZIP** - Postal code for the entity.

**Currency** - select currency in use from the drop-down list.

Select from the following options:

Click the Save button to add the entity. The newly created entity is added in the Entity Tree under the parent entity from which it was created.
Click the Cancel button to abort the action and return to the Update Entity page.

==== Update Entity Details ====

Updating Entity Details:
The Update Entity page allows you to edit the following information. Required fields are marked with asterisks (*). Make sure that you provide the required information; otherwise, the system will not allow you to proceed.

Change the following information:
*Entity ID - a unique code to identify the entity. This ID is used to identify the entity when uploading emissions data
*Entity Name - this name has to be unique amongst sibling entities.

Click the Save button to save the changes. The message "Entity Saved." is displayed.

Click the Cancel button to abort the changes to the entity. The screen refreshes and displays the previous information.

Click the Add Entity button to add a child entity to this parent entity.

Click the Delete button to delete the entity. The Delete button is displayed on the lowest node in the Entity Tree when no emission data is entered against the entity. Only entities on the last node can be deleted.
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