3.5 Create / Configure the Records

This topic provides the systematic instructions to create / configure the records.

The user can create / configure records in any of the two ways:

1. In the selected Summary screen, click Add to create / configure a record.
2. On the menu, select a sub-menu and click <Create name of the screen>.
   The Create Interest Account Group screen shown for reference.

   Figure 3-4 Create Interest Account Group

   
   

   
   Description of "Figure 3-4 Create Interest Account Group"

   
   
3. Specify the required details in the respective fields.
4. Click Save.
   The Save - Confirmation Message popup screen displays.

   Figure 3-5 Save - Confirmation Message

   
   

   
   Description of "Figure 3-5 Save - Confirmation Message"

   
   
5. Specify the remarks on the Remarks field.
6. Click Confirm to save the details.
   The record is created and the maker remarks can be viewed in Audit screen. Refer Audit the Records topic for the detailed explanation.
7. Click Cancel to discard the changes.