Creating a New Record demonstration

It may take a moment for the video to load. Please be patient.

This video includes audio. To listen, please turn up the volume or use headphones. Select "Transcript" under the video or closed captioning (CC) in the video screen to see the text version of the audio.


Welcome to the Creating a New Record demonstration.

You can create or add records in multiple screens in the software. We will use the People screen as the example for this demonstration.

From the Front Desk menu, select the People button to open that screen.

To create a new record, select the Add a New Record button.

When adding a new record, fields that are coloured red are mandatory. The record cannot be saved unless these fields have been selected and filled.

In the People screen, the mandatory fields are the person's First Name, Last Name, Gender, Date of Birth, and People Category.

Now we are entering a Person record for Guy Martin, Probation Officer. Complete all mandatory fields.

After all the necessary fields have been filled, select the Save Changes button.

As soon as the save button has been selected, all new information and changes will be added to the record. There is no way to undo this.

Ensure that all information is accurate before saving the record!

If you do not wish to save the changes, you can select the Cancel Changes button.

This is the end of Creating a New Record demonstration.

Return to Working with Records

Report a problem or mistake on this page
Please select all that apply:

Thank you for your help!

You will not receive a reply. For enquiries, contact us.

Date modified: