How to Create, Edit & Delete a Record

Creating a Record

To create a record, follow these steps:

1. Choose the appropriate register and record type from the Menu dropdown (e.g. action or risk).
   
   

2. Click the blue Add button.
   
   

3. If multiple options are available for record creation, select the applicable type and complete the form.

Note: The 'new form' is configurable. If you want to know how to modify the fields, read this article. If you want to modify the form, read this article.

Tip: Use the shortcut on the Create button to save time if it is available.

Editing a Record

You can edit existing records by following these steps:

1. Click the Manage icon and select Edit.
   
   

2. Make the necessary changes to the 'edit' form.
   
   

3. Click Save to apply the changes to the record.
   
   

Note: The 'edit form' is configurable, similar to the 'new form.'

You can view any changes made to the record under Versions. 

Deleting a Record

To delete a record, follow these steps:

1. Click the Manage icon and select Delete.
   
   

2. Provide a reason for deleting the record (this is always required).
   
   

Note: Deleted information can be recovered from the Admin section. For more information, read this article.