Adding a Record

Although each module has its own class of records, the steps for adding a new record are the same throughout the modules.

To add a  record, complete the following steps:

  1. Click on the module toolbar to add  record. You are now in Add Mode.
  2. Enter the Header data.
  3. Enter any additional  information under the respective attribute tabs.
  4. Click to save the new record.  

    Note: If your workstation is in Continuous Add Mode (setup in Program Options), you will have to press Cancel to return to View Mode. Pressing Save will only save the current record and allow you to remain in Add Mode. If your workstation is not in Continuous Add Mode, the record status will automatically return to View Mode upon saving a record.

See Also

Module Toolbar

Locate

Browse

Filter

Reports

Documents

Editing a Record

Deleting a Record

Relationships

Subset Manager

Create Work Order

Create Request

Create PM/Template

Toolkit