3.5 Create or Configure the Records

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

The user can create or configure records with any of the following two ways:

1. In the selected view screen, click Add icon to create or configure a record.
2. On the menu, select a sub-menu and click <Create name of the screen>.
   The Create or Configure the record screen shown for reference.

   Figure 3-4 Create or Configure the record

   
   

   
   Description of "Figure 3-4 Create or Configure the record"

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

   Figure 3-5 Save

   
   

   
   Description of "Figure 3-5 Save"

   
   
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 to the Audit the Records topic for the detailed explanation.
7. Click Cancel to discard the changes.