Add a core record

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About adding core records

This help page explains how to add a core record. The details are generic, as it works the same way for every module.

For each core module, options are provided to add a new core record from a module search page, or from within a core record, to add a new related item record.

For details about the required fields, refer to the Help page for the specific core record details page, or related item page.

 

Add a record from a search page

1.     In the main module page, click the New button on the toolbar at the top of the page. A new page will open for you to complete, tailored to the module you are in.
If New is disabled, you don't have permission to create a new record. Contact your RME administrator.

2.     Enter the record details. Mandatory fields are marked with a red asterisk (*). Click Help for field information.

3.     Click Save. A notification will be displayed.

4.     Once the record is saved successfully, additional related items may be displayed for completion. See: Add a related item record

5.     To close the new record and return to the main module page, click Close. The browser tab for this page will close.

 

Add a related item record within a core record

Within a displayed core record, you can add various new related items.

1.     Click Add in the far right of the grid.

2.     Complete the required details. Click Help for field information.

3.     Click Save.

 

Related topics

        Edit a core record

        Delete a core record

        Export record details

 

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