Overview

In the Web App, you can create and manage entity records within your organization. It provides a centralized location where you can add, manage, and track entity data. You can map entity records to employees, import bulk entity records, and access key insights through a comprehensive dashboard. The app simplifies the management of entities, including monitoring check-ins, pending approvals, and record status.

Key features of the Entities Web App include:

• Entity Management:

  Add and manage entity records directly within the platform. You can create new entities, update existing records, and maintain an organized database of entity information.

• Mapping Entity Records to Employees:

  Map entities to specific employees to track their activities. This feature enhances task management by associating employees with their respective entities.

• Import Entities:

  Import bulk entity records into the platform. This feature supports CSV or Excel formats to upload large datasets.

• Dashboard Insights:

  The dashboard provides a real-time overview of entity-related activities, offering valuable insights such as:

  • Number of Entity Check-Ins: Track the total number of check-ins.
  • Total Entity Records: View the total number of entity records available.
  • Pending Records for Approval: Monitor the status of entity records that require approval.