Add Record

Note: Only active users with a license, access rights, and viewing and creating privileges can add a new record. If you do not have the access, please contact your company owner or system administrator to request the necessary access and privileges to perform this action.

To add a new record, press the green add record icon , this will take you to the create record screen.

Example of the Department in a Module Form

When entering the record creation window, a pop up message will appear indicating that in order to create a specific document or record, the user or admin must create the required Department, Investigation, or applicable records to continue.

Once the needed records have been created, the user may access the record creation form to fill out the SOP, Investigation, Batch Record at hand.

Create a Record Example

Once the user adds the information and press the green checkmark icon , the record will be saved to the associated record list. To exit the create record screen, press the close icon to return to the main screen.

Tips

• Additional sections may be displayed on some forms once the record has been saved.

• For more information about how to save a record, click here.
• For more information about how to close a record, click here.