Creating a New Record demonstration

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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

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