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Define ODS Types on a Participant Role

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You can define what ODS entities can fulfil a participant role in Modeller. For example, you could say a defendant can be a person or an organisation but can't be a vehicle.

  1. Open Launchpad > Modeller > Participant roles.
  2. Select the participant for which you want to define the ODS types and click the Action burger menu > Edit Role.
  3. At the bottom of the Edit Role blade, click on the navigation bar for ODS Settings.
  4. You can now select which ODS entities can fulfil the participant role using the check boxes on the ODS Entity Configuration aspect.
    ODS Entity Configuration.  Section to tick which ODS entities can fulful this role, and a section to add ODS types to restrict this role to these entities

    While the other types are self explanatory, the Title Role is used in real estate work types; it refers to the title or deeds of a property.
    The following are core Role Participants that are of type Title Role:

    - Excluded Title
    - Included Title
    - Related Title

     

Review

You can now successfully define the ODS types on a participant role. The result of this configuration can be seen in the UI when adding the participant role to a work type. The search function for adding the participant is restricted to the ODS entities you selected.
Add Defendant blade with options for People and Organisations ODS entities.

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