3 How to’s
This topic describes about the different types of actions that the user can perform in the application.
As a new user, the user need to perform a set of tasks that are similar in all the screens such as view, edit, delete existing records, and more.
When the user is working with records, it is important to remember that any records that user create, view, edit, delete, and more are determined by administrator settings such as user profile or permission set. Work with the administrator to ensure that the user have access to the records and data.
Now, the user have learned how to work with your records, the user might want to explore more advanced features.
This topic contains the following subtopics:
- Access the Records
This topic provides the systematic instructions to access the records. - View Records
This topic describes about the various formats to view the records. - Search the Records
This topic provides the systematic instructions to search the records. - Edit the Records
This topic provides the systematic instructions to edit the records. - Create / Configure the Records
This topic provides the systematic instructions to create / configure the records. - Copy the Records
This topic provides the systematic instructions to copy the record. - Unlock the Records
This topic provides the systematic instructions to unlock the record. - Reopen the Records
This topic provides the systematic instructions to reopen the record. - Delete the Records
This topic provides the systematic instructions to delete the record. - Print the Records
This topic provides the systematic instructions to print the record. - Authorize the Records
This topic provides the systematic instructions to authorize the record. - Minimize and Maximize the Records
This topic provides the systematic instructions to minimize and maximize the records. - Close the Records
This topic provides the systematic instructions to close the records. - Audit the Records
This topic provides the systematic instructions to audit the record.