Selecting an Entity

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Selecting an Entity

If a user has been granted the appropriate application security privileges and knows the Entity Name or BEDS Code of a school entity, then they can select that entity to work with from any screen, instead of going to the Entity Search screen.  Perform the following steps in order to select an entity to work with:

 

1.If you know the Entity Name of the school entity, enter the name of the entity into the Text Box next to the Entity Name field.

a.Partial entity names will only be found if the name begins with the text entered into the text box.

2.Alternatively, if you know the entity's six digit BEDS Code, enter this into the BEDS Code field located in the top left hand corner of any screen.  The BEDS Code field will be read-only for users who have not been granted the appropriate application security privileges.

3.Press the Set Value button located next to the Claim Year field.

4.If the partial Entity Name finds a beginning match of the entity name or the BEDS Code entered is valid, the application will display a confirmation message. If the Entity Name or BEDS Code that was entered is not valid, the user will be taken to the Entity Search screen.

 

Searching for an Entity

If a user has been granted the appropriate application security privileges, then they can select different school entities to work with in the SAMS application.  Perform the following steps in order to search for an entity to work with:

 

1.Click on the magnifying glass icon next to the BEDS Code field located in the top left hand corner of any screen.  The Entity Search screen will appear.  The Search Results area of this screen will display all of the active entities available to the user for the Claim Year that is selected in the top left hand corner of the screen.  The magnifying glass icon will not be available to users who have not been granted the appropriate application security privileges.

2.Two search criteria are available; Entity Name and BEDS Code.  Type in either part of the name of the entity or part of its BEDS Code and then click on the Search button.

3.The Search Results area of this screen will display the entities that meet your search criteria.  Only entities whose name or BEDS Code begin with the search criteria you entered will be displayed.  If no entities meet your criteria, then no entities will be displayed in the Search Results area.

4.Select an entity from the Search Results area by left clicking on it with the mouse.  The row will become highlighted.  The scroll bar on the right-hand side of the Search Results area can be used to scroll through all of the results.

5.Press the Set Value button located in the Search Results area.