This topic describes about the different types of actions that the user can perform.

As a new user, the user need to perform a set of tasks that are similar in all the screens such as view, edit, delete existing records, and more.

When the user is working with records, it is important to remember that any records that user create, view, edit, delete, and more are determined by administrator settings such as user profile or permission set. Work with the administrator to ensure that the user have access to the records and data.

• View Records
  This topic describes about viewing the records.
• Search the Records
  This topic provides systematic instructions to search the records.
• Edit the Records
  This topic provides systematic instructions to edit the records.
• Copy the Records
  This topic provides systematic instructions to copy the record.
• Unlock the Records
  This topic provides systematic instructions to unlock the record.
• Delete the Records
  This topic provides systematic instructions to delete the record.
• Print the Records
  This topic provides systematic instructions to print the record.
• Authorize the Records
  This topic provides systematic instructions to authorize the record.
• Minimize and Maximize Records
  This topic provides systematic instructions to minimize the screen.
• Close the Records
  This topic provides systematic instructions to close the record.
• Dashboard Screen
  This topic describes about the various actions that are performed in the Dashboard Screen.
• Mandatory and Optional Fields
  This topic describes about mandatory and optional fields.
• Add Tile
  This topic describes the systematic instructions to add the tile.
• Remove Tile
  This topic describes the systematic instructions to remove the tile.
• Reorder Tile
  This topic describes the systematic instructions to reorder the tile.
• Expand Tile
  This topic describes the systematic instructions to expand the tile.