Other Entity Actions

On the Entity page, you can perform the following actions:

• Filter Records
• Map to Employee
• Check-in/Check-out Details
• Import
• Export Selected
• Export All
• Export Filtered

You can use filters to refine and view entity records based on specific criteria, such as date, name, or custom fields. This helps you quickly locate and analyze relevant data without manually searching through large datasets. To filter the entity records, follow the steps below:

1. Navigate to Web App > Navigation Menu > Entity Name.
2. On the Entity Name page, click Filters.
   
   
3. Fill in the desired filter criteria in the available fields.
   
   
4. Click Apply to view the filtered records.

This feature allows you to map specific entities to employees. To map specific entity records to employees, follow the steps below:

1. Navigate to Web App > Navigation Menu > Entity Name.
2. Select the entity records you want to assign to an employee.
   
   
3. On the Entity Name page, click Map to Employee.
   
   
4. Select the employee from the Employee Name dropdown.
   
   
5. Click Apply.

You can track the check-in and check-out history for entities to monitor activity logs. To view the details, follow the steps below:

1. Navigate to Web App > Navigation Menu > Entity Name.
2. Click the Utilities dropdown, and then select Check-In/Check-Out Details.
   
   
3. A new window opens displaying the entity's check-in and check-out details. You can view details for Today, Yesterday, and the Past 7 Days.
   
   

You can use this option to export only the records you select manually. To export selected records from an entity, follow the steps below:

1. Navigate to Web App > Navigation Menu > Entity Name.
2. Select the entity records you want to export.
   
   
3. Click the Export & Import Options dropdown, and then select Export Selected.
   
   
4. An Excel file is downloaded. Open the Excel file to review the exported records.

You can use this option to export all records within the entity. To export all records from an entity, follow the steps below:

1. Navigate to Web App > Navigation Menu > Entity Name.
2. Click the Export & Import Options dropdown, and then select Export All.
   
   
3. An Excel file is downloaded. Open the Excel file to review the exported records.

You can use this option to export records based on applied filters. To export filtered records from an entity, follow the steps below:

1. Navigate to Web App > Navigation Menu > Entity Name.
2. Click the Export & Import Options dropdown, and then select Export Filtered.
   
   
3. An Excel file is downloaded. Open the Excel file to review the exported records.