Creating your first Record

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Creating your first Record

In the previous post, you learned how easy it is to configure a very basic template. We'll now show you how to use that template to start capturing your first record.

First, let's create a new Record by clicking the New button in the top right corner of the screen.


When you see the popup, the very first thing you'll need to do is choose the template that you've just created. For this example, select "Public Events" from the template dropdown list. When you've done this, you'll then see all the options you have chosen when creating the template as shown here:


Give your record a title so let's enter "Organized Protest" into the title field. This is the only required field

As you can see in the image above, you'll be able to capture the following:

  • Title
  • Summary
  • Uploaded Files
  • Set statuses and severities
  • Affected Areas (A pre-defined list of physical areas this case is related to)
  • Tags (Select predefined tags to help label your record or case)
  • Links (Allows you to link to other records and cases)

If you'd like to learn more about setting up areas and tags, you can find out by clicking here for Areas and by clicking here for Tags.

Once you have finished, you can either create the record by clicking Create Record, or instantly promote it to a case, by clicking the appropriate button on the bottom right of the page.


For now, click "Create Record"


That's it!  You're done! You've just captured your first Record.


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