Creating a New Record in the system
The process of creating a new record is the same for each module, so once you know how to navigate one module, you can apply this knowledge to all the other modules.
Open up your module, by using the navigation menu at the top of the page.
Inside your chosen module, click the ‘New Record’ button; this is always located at the top right-hand side of the screen.
This will open up a new form within the module.
Forms may have many fields on them, specific to each module. These are broken into sections that can be expanded or collapsed as needed.
Fields marked with a * are mandatory and must be completed before you can save the record.
It is important that you complete as much detail as possible to ensure that the information is correct and accurate.