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Step 1

Select a record type from the appropriate navigation pane of the Services. The records list for that record type displays.

Step 2

Either:

  • Enter / select information for a new record in the empty Details that displays below the list.
  • Click the
New button
  •  Image Added button that displays above the list to display an empty Details pop-up, and enter / select information for a new record.

Step 3

Click the Save, Save & New, or Save & View button to save the record.

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Note
titleNote

If you change the name of a task that is part of a Workflow, the Controller automatically changes the name of that task within the Workflow itself.

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