Adding New Register Items

This section covers adding new items to a register

If you have sufficient permissions, you may add new items to a register.

The steps are similar to editing a register in that you must successfully complete and form, however the item form will be almost entirely blank, so it is imoportant to observe all the data entry rules and complete all required fields of the register.

Some registers may also require sub-items from other registers to be added. In some cases this is done for you automatically when saving.

Adding New Items within a Register

When you can add a new item from the Register the name of the register item will appear in the blue button.

Example of a New Item button from a register that supports it (Information register)

Make sure you're in the right Event before adding (or set this under Classification). It is possible to change an item's Event later, but not recommended. So always take care to check the Event menu before adding.

The general process for adding a new item this way is:

1. Activate the New Item button for the register

2. The new item form will open, initially empty, enabling you to enter the basic information in for the new record.

3. Complete all required field (indicated by a red asterisk)

4. Save using the 'Save' button

A new item will appear in the register with a new ID and default workflow status.

If you do not wish to proceed with the new Item, you can use the 'Cancel' button to return to the register Datagrid. The system will check with you to see that you are sure you wish to cancel as selecting this option means your work will not be saved.

Adding New Items to another Register

To add a new Item to any register, use the blue button with the plus symbol (or down chevron) at the top right.

The plus symbol will only appear for registers you can directly add an item to.

You don't need to be in the register to add an Item to it.

Only Items you have permission to add can be added this way.

You can select the item from the drop down list.