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Record Management

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Adding a New Record

Authorized users can add a new record to a configuration screen.

Complete the following steps to add a new record:

  1. After selecting the icon for the screen from the card display, the default search screen is displayed.
  2. Click on the Add button in the left pane.

    The corresponding New Record screen is displayed.

  3. Enter data in applicable fields.

    The fields with an asterisk are required and must be completed before the record can be saved.

  4. If there are Indicator and Parameter tabs, these must be configured as well. Default values are displayed for all indicator settings (and selected parameter settings), but may be changed for this record. For more information on indicator and parameter settings, the Configuration section>System card>Indicators screen and Parameters screen. See also the Rules and Parameters Specification documentation.
  5. Depending on the screen being set up, there may also be additional Section buttons in the left pane. Click on the buttons to open and configure those additional screens.
  6. When all screens have been completed, click on the Save button to save the new record values.
  7. The Audits tab is updated with information on the user adding the record, the date/time of the changes and the entered values.

The following additional section options are available in the left pane:

Searching for a Record

Opening and Viewing a Record

Editing a Record

Viewing Record Audits

Deleting a Record

Replicating a Record

Replacing Record Values