3.1 Access the Records

This topic provides systematic instructions to access the records.

The user can access the screens on the permissions/rights provided for the user.
  1. Navigate to the hamburger menu.
    By default, the hamburger menu is expanded.
  2. Click <sub-menu>, and click <name of the screen>.
    The screens associated with the sub-menu appears.
  3. Click Create <name of the screen>.
    The Create <name of the screen> screen displays. The user can create/configure the new records.
  4. Click View <name of the screen>.
    The View <name of the screen> screen displays. The user can view the configured records.

Parent topic: How to’s