Adding a Record

Note: You must have add security permissions to add a new record.

To add a new record:

Select the + in the top left corner of the screen.

A blank screen will open ready to complete. Any user default or database default values set will automatically appear.
Complete the information, making sure to enter values in all required data properties.
When finished, select one of the following:
- Save -The record will be saved to the database and the screen will remain open.
- Save with audit comment (found in the Save menu) - A window will open to enter comments about the new record that will be stored in the audit log, the record will be saved to the database and the screen will remain open.
- Schedule Save - The record will be saved to the database at a future date. See Schedule Save.
- Save & Add - The record will be saved to the database and a new blank form will open so that you can add another new record.
  
  If you click on the caption of a field and select Repeating, the value from the previous record will appear as the value in the new form. If you change the value in the new record and select Save & Add again the new value will appear in the next record.
  
  Additionally, any user default or database default values set will automatically appear in the blank screen as well.