Adding Records

• From any Navigation Menu, choose a content area.
• From the Results List view, click the [New] button.
  • The actual link title will vary such as [New Client] or [New Section].
  • Some data content areas may also have additional options as workflows (see below).
    
• Enter data into the form.
  • Data entry forms display as panels within the page. The left panel contains the primary and required fields. The left panel can be modified to include additional fields from the data table. The right panels contain supplemental fields. However, these panels do not display until the primary panel fields have been saved.
    
• Save the record or cancel to close the record without saving.
  • Use the [CREATE] button or the [CREATE AND ADD NEW] button to save the new record. The [CREATE AND ADD NEW] button will save the record and open a blank form to start a new record. The [CREATE] button saves the record and opens the record in view mode. Other data panels may appear if there are possible data fields. Each panel will contain separate [EDIT] and [SAVE] buttons. Use the [CANCEL] button to close the window without saving the new record.
    

Important Notes:

• Fields with an asterisk (*) are required fields.

• All required fields must be completed to save a record.
  
• When saving a record, the value in the [EnteredBy] and [Modified By] fields in the record will update to the current date and time. During an edit, only the [Modified By] field updates when saved.

eLearning: Starting Data Entry

eLearning: Adding Records

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