Manually adding an entry to an internal List
You can add entries to an Internal List using the List entries <name of the list> page.
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On the Screener main menu, click
Lists.
All the lists defined in the system are displayed.
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Click View all entries icon
corresponding to the list to which you want to add the entry.
The List entries : <name of the list> page is displayed, showing all the entries made so far to this list.
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To add an entry to this list, click the Add List Entry
icon .
The Add List Entry page is displayed.
- In the Entry ID field, enter an identification for this list entry.
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To add multiple Entity Details for this entry, click the
Add icon , and enter these details:
- Name
- First Name
- Last Name
- Nationality
- Date of birth
- Place of birth
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To add multiple aliases for this entry, click the Alias
icon, and add these details:
- Title
- Name
- First Name
- Last Name
- NameId
- Name Type
- Title Honorific: Honorary title, if any.
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Click Duplicates to check if any duplicate record exists
for the entry you are making. Use the forward arrow and expand
various sections to view duplicates, if there are any, and determine if you want
to save and submit the current list entry.
Note: In case you have uploaded the entries through file, go to the Duplicates section in the Edit List Entry page to see if this list entry has any duplicates in any previously loaded list entries.
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To add multiple addresses, click the Addresses
icon, and enter these details:
- Address line 1
- Address line 2
- City
- State/Province
- Country
- Postal code
- Remarks, if any
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Under the User Defined Attributes, use the
Entity type field to select the entities you want to
add to the list entry. To add any new field to the list entry, click the
User Defined Attributes
icon.
The User Defined Attributes pop-up is displayed, which allows you to select the approved UDAs and add those to this entry.Note: You can add a new UDA or update the existing ones through the User Defined Attributes tab on the Configuration page. Entity Type is also a UDA and can be configured using the Configuration page.
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To add identification Ids for this list entry, click the
Identities
icon, and enter these details:
- Identifier Id
- Identity Number
- Identify Type
- Notes for this identity.
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To add an attachment to the list entry, click
Attachments followed by the Add
attachment button. In the Browser window, select the required
files and click the Open button.
The selected file(s) are displayed below the Add attachment button, showing these details:Note: The attachments get added to the list entry only when you save the list entry. To download the attachment before that, click the document name hyperlink.
- Name of the file
- Date and time of upload
- Uploaded by: The user who uploaded it
- Action: Delete icon to delete the file.Note: You can not delete an attachment after the list entry is approved. Although, the files attached to the unapproved version of an entry can be deleted.
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Add your Comments.
Note: This is a mandatory field.
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Click Save to save the entry.
Note: To download a list entry click the Download button. If you download multiple files together, those are downloaded as a zip file. To download a single attachment, you can also use the document name link.
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Click Submit for Approval, to send the list entry for
approval.
The list entry will run through an approval cycle based on the defined rules.Note: If you haven't defined any approval rule, the list entry will get auto-approved.