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.

Now, you have learned how to work with your records, you might want to explore more advanced features.

• Access the Records
  This topic provides systematic instructions to access the records.
• View the Records
  This topic describes about viewing the records.
• Search the Records
  This topic provides systematic instructions to search the records.
• Refresh the Records
  This topic provides systematic instructions to refresh the records.
• Create / Configure the Records
  This topic provides systematic instructions to create / configure the records.
• Edit the Records
  This topic provides systematic instructions to edit the record.
• Copy the Records
  This topic provides systematic instructions to copy the record.
• Unlock the Records
  This topic provides systematic instructions to unlock the record.
• Reopen the Records
  This topic provides systematic instructions to reopen 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 the Records
  This topic provides systematic instructions to minimize and maximize the screen.
• Close the Records
  This topic provides systematic instructions to close the record.
• Audit the Records
  This topic provides systematic instructions to audit the record.