Acquire the essentials of managing your business entity data in GEMS. In this beginners' session, you'll learn how to create new entities, edit entity data, manage documents, and track activities.
Session Objective
By the end of this session, you will be able to add new entities to GEMS, edit panels and screens, add and manage documents within the system and track activities using the Compliance Tracker.
Activity 1 - Add a Business Entity
Create a new business entity, with a jurisdiction of Delaware. And enter data in the address and appointments screens.
In Address screen add a business address
Use an address that already exists in the database
When naming your business entity, please use your initials and CORE2025
Business entity name examples for this activity:
"SV CORE2025 Corporation"
"SV CORE2025 Inc"
"SV CORE2025 Llc"
Process Reminder:
Quick Add
Entity
Type: Business Entity
Jurisdiction: Delaware
Select the following screens:
Basics
Address
Appointments
Address screen:
Select an existing address from the database in the city of Dover, Delaware
Appointments Screen:
create a new person entity and appoint them as Director
Question: In the Add Entity wizard, when setting Delaware as the Jurisdiction on the Entity Details page, which option should you use? The dropdown menu or the lookup list?
Activity 2 - Clone a Business Entity
Clone your previously created Business Entity
Business entity name examples for this activity:
"SV CORE2025 Corporation"
"SV CORE2025 Inc"
"SV CORE2025 Llc"
Activity 3 - Editing Data on Panels/Screens
Panel Edit - Data Row
1. Edit an appointment election date from panel
2. On an appointment panel or screen
new appointment
if person does not already exist
create person entity
Activity 4 - Add a document to an Entity
Add a document to your new entity.
Create a word or pdf doc to add to your entity.
Activity 5 - Add multiple documents to multiple Entities
Create a second word or pdf doc to add to your entity.
Activity 6 - Compliance Tracker
Change the assignee on a to do item
Make yourself an owner on a to do item
Mark a to do item or an activity completed
