The Basics: Managing Records 101

Objective: Learn how to add, edit, and delete records in Probatum.

Adding a New Record

 

  1. Click the Add New button in the respective section.  

     

  2. This will open a form for a new record. Fill in the applicable fields.

  3. Click the checkmark icon in the toolbar to save the record.  

 

Viewing/Editing a Record

 

  1. Locate the record you wish to view/edit.

  2. Click on the record to open a detail view. 

  3. If you wish to edit the record, click the edit icon in the toolbar.   

    Otherwise, click the back icon, to return to the previous screen.   

  4. Once the edit view for the record has opened, make the desired changes. You will notice an icon appear in the toolbar alerting you that changes to the record have been detected.   

  5. If you are satisfied with your changes, click the checkmark icon in the toolbar to save the record.   

    If you have not yet saved the record, and are unsatisfied with your changes, simply click the "x" to return to the previous screen. This will undo any edits to the record.   

 

Deleting a Record

  1. Locate the record you wish to delete.

  2. Click on the record to open a detail view.

  3. Click the edit icon in the toolbar.  

  4. Once the edit view for the record has opened, click the delete icon. 



Now that you have an understanding of how to perform basic procedures, let's focus on the tasks required to get your agency started with Probatum.