Entities and records
Defining the kinds of thing you track, their fields, their records, bulk import, files and per-record access.
An entity is a category of thing your organization tracks: patients, accounts, properties, sites. A record is one row under it. Records are what sessions are about, so this is the screen that decides what the rest of the product can be pointed at.
Creating an entity
An entity has a name and a description. Once created, it opens on three tabs.
| Tab | What it is for |
|---|---|
| Records | The rows themselves |
| Schema | The fields a record of this kind has |
| Knowledge | What Auron has accumulated about records of this kind |
Schema
Columns are added, renamed and removed here. Because different entities keep their label in different fields, the schema is also what decides what shows as a record's name everywhere else, including on the phone.
Changing a schema affects every record under it, so it is worth settling early.
Records
Records can be added one at a time, or imported in bulk from a CSV file. A bulk import reports its progress, so a large file can be left to finish.
Each record can carry:
- An image, which is what appears on the phone's record cards.
- Files, uploaded and listed against the record.
- Labels, for grouping and filtering.
Access
Access can be granted at two levels: the whole entity, or individual records.
- Users can be given access to an entity, or to specific records.
- Teams can be given access to specific records.
- For any entity or record you can see exactly which users and teams currently have access.
This is what makes a shared organization workable: everyone can be in the same workspace while a given account or patient is visible only to the people who should see it. Someone without access to a record does not see it in lists, in search, or on their phone.
Knowledge
The knowledge tab holds what Auron has built up about this entity type from the sessions attached to its records. It is read, not authored.
Where records show up
Records anchor almost everything else: sessions are linked to one, research reports are about one, the knowledge graph is drawn around ones you pick, and the phone's shortcuts are lists of them.