Maintain records

When your organization is set up with the structure it needs to operate, you can add records to each collection to manage your assets.

You can add records manually or you can import data from external spreadsheets to populate each collection.

Add a record

To import multiple records from an external spreadsheet, see Import data from a spreadsheet.

1. Perform one of the following steps to display the module pane:

   • In the navigation pane, click the  Account Switcher and then select the appropriate account and module.

   • Click to display the module pane.

2. Select the collection to which you want to add a record.

3. Click Add. The Create new record pane is displayed.

4. Enter and select values for the available fields.

5. Click Save.

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Edit a record

1. Click to display the module pane.

2. Select the collection for which you want to edit a record.

3. Click the record to edit. The details pane is displayed for the record.

4. Enter and select new values for the available fields.

5. Click Save.

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Delete a record

1. Click to display the module pane.

2. Select the collection for which you want to edit a record.

3. Select the check box for the record to delete, and then click Delete. A confirmation message is displayed.

4. Click Delete.