This article explains how to create a new record in Evotix Assure. The record creation workflow is consistent across all modules, meaning the same steps apply whether a user is creating an Incident record, a Risk Assessment, an Audit, or any other module record. Users navigate to their chosen module via the left navigation menu, click the New Record button located at the top right of the screen, complete the resulting form, and save the record. Mandatory fields are marked with an asterisk (*) and must be completed before saving. Forms are divided into collapsible sections to aid navigation.
Creating a New Record in Assure
Overview
The process of creating a new record is the same across every module in Assure. Once a user knows how to create a record in one module, the same steps apply to all other modules.
Step-by-Step Instructions
1. Navigate to the relevant module
Open the desired module by selecting it from the navigation menu at the left of the page.
2. Click the New Record button
Inside the module, click the New Record button. The New Record button is always located at the top right-hand side of the screen.
3. Complete the form
Clicking New Record opens a blank form within the module.
- Forms contain many fields specific to the module being used.
- Fields are grouped into sections that can be expanded or collapsed as needed.
- Fields marked with an asterisk (*) are mandatory and must be completed before the record can be saved.
- Complete as much detail as possible to ensure the information recorded is correct and accurate.
4. Save the record
Once all mandatory fields are completed, save the record using the Save Record button.
Key Points
- The New Record button is always in the top right-hand corner of the module list view.
- Forms vary by module but follow the same structural pattern.
- Mandatory fields (*) must be completed before saving; the system will not allow saving until these are filled.
- Sections within a form can be expanded or collapsed to make navigation easier.
- Completing optional fields as thoroughly as possible improves data accuracy and reporting quality.
AI Metadata
Product Area: Evotix Assure (Core Platform, all Modules)
User Role: All users with Write permission on any module (End User, EHS Manager, System Administrator)
Tags: new record, create record, record form, module navigation, mandatory fields, form sections, save record, Assure, all modules
Version/Region: All Assure versions; all regions
Important Synonyms:
- New Record = Create record, add record, new entry
- Module = Submodule, form area
- Mandatory field = Required field, compulsory field (marked with *)
- Section = Form section, collapsible group
- Save and Close = Save record
Suggested Embedding Keywords: how to create a new record in Assure, new record button Assure, Assure module form, mandatory fields Assure, create incident record Assure, create risk assessment record Assure, Assure form sections, record creation Assure all modules
Relevant Modules and Cross-Module Implications: This article applies to all Assure modules (for example, Incident Management, Risk Assessment, Audit, Hazard Spotting, Equipment Register, Person Register, and others). The record creation workflow is consistent across modules. There are no cross-module dependencies specific to this article; however, the records created through this workflow may subsequently interact with other modules, for example an Incident record may trigger Actions, Approvals, or Notifications in other parts of Assure.