Managing Your Entities
- Searching for and locating entities.
- Adding an existing user to an entity as a responder.
- Adding a primary responder to an entity.
- Deleting an entity.
- Viewing entities as a list.
- Adding documents to entities.
- Adding documents to contracts.
- Adding new entities.
- Adding a new contract to an entity.
- Viewing and downloading documents uploaded by an entity.
- Using the entities dropdown menu.
- Organising and Re-Organising Entities.
- Editing an entity's name and other identifying details.
- Downloading a full risk report for an entity.
- Deactivating or reactivating an entity.
- Creating new statuses for entities.
- Creating new entity types
- Creating new categories for entities.
- Checking if an entity has completed a survey.
- Checking an entity's submissions and risks.
- Changing an entity's status.
- Adding entities to categories.