Entering data

Learn more about what type of data you can record as well as about all the different ways to enter that information in the 实体 app.

Entity types

Users of the 实体 app can can record the following types of entities in the system:

• 公司您拥有、管理或负责的公司。您有责任确保英国公司注册局等机构所掌握的公司信息是正确且最新的。

• 个人自然人。例如股东或被任命者。

• 其他实体未在系统中管理的第三方实体。例如公司董事、公司股东、信托、联名持有人或分支机构。您不能将一个实体任命给“其他实体”，且“其他实体”不能拥有自己的股本或股东。但是，您可以将“其他实体”任命给一家公司，“其他实体”也可以是股东。

• 委员会被赋予法定权力以执行特定职能或目标的被任命个人组成的机构。例如审计委员会、投资委员会、监督委员会或指导委员会。委员会遵循章程，该章程规定了它们的运作方式。

• 合伙企业一种商业组织类型，由两个或多个同意分担运营管理和利润责任的个人组成。合伙企业通常包括普通合伙人和有限合伙人、指定成员和非指定成员或管理成员和非管理成员。

• 分公司其他司法管辖区的其他营业地点或办事处的记录。

• 在司法管辖区注册这些注册赋予了企业在特定司法管辖区（如州或地区）内经营的权利。

Quick references

Each entity type and address is assigned a unique the 实体 app code called a quick reference. The application uses quick references as internal codes to ensure that records are unique:

By default, quick references are automatically generated and assigned when an entity or address is created. Alternatively, quick references can be entered manually and take the form of a more meaningful code, for example, a company number or an internal group coding system.

Entity tools

Wizards

The majority of information entered into the application is done with wizards. Wizards guide users through each step of an event in a simple and intuitive manner. Wizards prompt for information regarding a new event that is relevant to the current screen. Use wizards to create an event that requires history to be stored or forms to be produced.

Wands

When viewing details inside an entity record, the Wand icon provides quick access to the related wizard. This speeds up data entry, as the wizard already knows which entity the specified event relates to.

Options menu

The Options Menu, located to the right of entity listings, presents options relating to the specified entry that vary depending on whether the current view is inside or outside of an entity record. Generally, the Options Menu provides easy access to reporting or wand functionality.

Edit

The Edit button can be used to amend information, like information that has been entered incorrectly, or to update fields that do not require the recording of historical information, for example, management fields or compliance dates.

Date fields

Dates can be entered manually by typing in the numbers.

Icon	Name	Description
	Calendar	Opens a calendar from which the date can be selected.
	Today's Date	When selected, enters today's date. This can also be achieved by using the letter T on the keyboard.
	Unknown	Records an unknown date for historical events

Calculator

The calculator tool is used to enter numerical data into applicable fields. Select the icon to open the tool and enter the required numerical information.