Adding a New Record

Authorized users can add a new record to a configuration screen.

Complete the following steps to add a new record.

After selecting the icon for the screen from the card display, the default search screen is displayed.
Click on the Add button in the left pane.

The corresponding New Record screen is displayed.
Enter data in applicable fields.

The fields with an asterisk are required and must be completed before the record can be saved.
- Fields that require specific values display Field Look Up Values in the right pane. If there is no right pane, the list selector icon is displayed to the right of a field to open a listing of valid values.
- Fields that require specific standard response values, such as Yes/No, display a drop-down arrow to open a list of valid options.
- Fields that require date values display a calendar in the Field Look Up Values in the right pane. If there is no right pane, the date selector icon is displayed to open a calendar to select a date. Date values can also be typed in.
If there are Indicator and Parameter tabs, these must be configured as well. Default values are displayed for all indicator settings (and selected parameter settings), but may be changed for this record. For more information on indicator and parameter settings, see Configuration > System > Indicators and/or Parameters. See also the Rules and Parameters Specification documentation.
Depending on the screen being set up, there may also be additional Section buttons in the left pane. Click on the buttons to open and configure those additional screens.
When all screens have been completed, click on the Save button to save the new record values.
The Audits tab is updated with information on the user adding the record, the date/time of the changes and the entered values.