Creating new records

You can create a new record on any screen that has a New button if the organization grants you permission.

To create a new record:

  1. Select the appropriate screen in the WM module.
  2. Click New. The screen is displayed in Form view.
    Note:  The detail screen might also open.
  3. Specify information into all required fields.
  4. Specify information into the optional fields, if necessary.
  5. Click Save. The record is saved.