Connections in a Record

Introduction

Connections within the navigation panel of a record provide access to associated information for the displayed record. (e.g., profile, application, registration/license, renewal, etc).

The associated information can be submitted as part of the record (through a portal application) or uploaded by Regulators/Agency staff through the Workbench to associate with the record.

The links listed under the Connections area vary depending on the type of record being viewed. Think of connection links as children to the parent record. Each child is a separate entity, but is linked to the parent record. Each Connection, when opened, will appear as an additional Breadcrumb along the bottom of the screen linking back to that parent record.

Connections are configurable; you may see a variety of Connections specific to your agency's use of Thentia.

Common Connection Examples 

• Applications
• Attestations
• Declarations
• Documents
• Background Checks
• Other Licenses
• Etc..

Example: Accessing the Documents Connection on an Application record, will display the Documents that are associated with the applicant. 

Differentiating Connections Across Record Types

Example: Background Checks 

• While viewing a Profile, (overarching Person Profile) selecting the Background Checks Connection from within a Profile shows all checks associated with the Person across Applications, Licenses, Registrations, Etc..
• While viewing an Application, the Background Checks Connection will only display background checks specific to the application.