Operating entity types
An operating entity type is a kind of book your organisation runs on — a branch, a fund, a legal entity. Your organisation decides what the list holds.
The type decides how the entity is numbered and what you capture about it.
What an operating entity type carries
| Field | What it is |
|---|---|
| Name | The stable identity everything else refers to. Fixed once you create it. |
| Label | What people read on screen. Rename it whenever the wording should change. |
| Numbering scheme | How new operating entities of this type are numbered. |
| Active | Whether the type is offered when someone registers an operating entity. |
Adding an operating entity type
Creating an operating entity type is staged from the start. Open the draft from the bar at the top of the screen before you add one.
- Go to Settings, then Operating Entity Types.
- Select New Operating Entity Type.
- Enter a Name, such as
Branch. - Enter a Label, such as “Branch”.
- Enter a Numbering scheme.
- Select Create.
- Submit the draft from the bar to publish it.
The property schema
Open a type to see its Property Types — fields you capture on every operating entity of that type. Add, edit and remove them on that panel. A property’s Kind is fixed once it exists; its label and whether it is required you can change.
Retiring an operating entity type
Deactivate is the everyday choice. Clear Active on the type. It disappears from the register screen, so nobody creates a new operating entity of it. Entities already registered keep working.
Remove deletes the type, for one created by mistake.
What your organisation configures
Everything on this screen. The platform ships no operating entity types of its own.
The structure of units below a book comes from your organisational unit types.