Managing Types of Entities

You can create and manage different types of entities.

The Property Report and Property Item entity types only display if you have the Property Management licence.

The Brief entity type only displays if you have the Brief licence.

 

To expand an entity type category, select the Expand icon beside it.

You can still manage the attributes of entities that aren't selected.

 

To reorder entity types and categories, use the Move up icon or Move down icon.

You can set up entity types under the categories listed. You can also create additional miscellaneous entity types.

Before you set up entity types for your agency, we recommend you spend time planning which entity types you need and how they're related.

 

Consider the following entity types carefully:

 

No files in the MediaAttachments folder are indexed. If you attach your documents to the Media entity, they're not included in any searches. To make sure your documents are searchable, upload them as a Document entity.

Your agency is responsible for setting up entity types. You can do this any time. But once you've created a particular kind of entity, you can't change that entity type to another entity type.

For example, once you create an Intelligence Project case, you can't change it to an investigation.

 

You can use entity type categories to group related entity types under one heading. For example, you can create an entity type category called Animal.