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changes.mady.by.user Kimberly Hansard

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changes.mady.by.user Allison Holden

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Objective: In this Lesson you will create a Facility record.

  1. Open the workspace selector by clicking on the three line menu icon in the upper left corner of the system. Select the Facility workspace
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  2. Select Facilities.
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  3. Select the Facility Type, on Left
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  4. Click the “Plus” sign
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  5. appropriate facility type on left panel.Image Added
  6. Click the “+” sign button.
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  7. Enter the detailed information within Enter Facility information using the three tabs across the top of the Facility window. Click save when complete.
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    Confirm your record was created by viewing in the list.
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  1. Detail window.
    Note: If the filter is set to an Installation level the Installation field will automatically populate.

    Click the "Save" button when complete.
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