Accessing Applications on Your Home Page
On your Home page, you’ll find a list of applications under My Applications. Each application is shown as a tab at the top of the table.
To view an application's data, click its tab. This will display the set of tables associated with that application.
For example, the TPRM application may include tables such as:
- Contracts
- Onboarding Checklist
- Third Party Assessment
- Third Party Tiering
- Third Party Vendor
Viewing Data in a Table
To explore the data within a specific table, click the selector icon next to the table name. This opens a list of records associated with that table.
You can scroll through the list or use the search bar to quickly find specific records.
Opening a Record
To view a specific record, click the selector icon next to the record name. This will open the full record so you can review or update it as needed.
Creating a New Record
To add a new record, click the Add Record button at the bottom of the table. A new record will be created immediately, and you’ll be taken into it so you can begin entering information right away.
Next Steps: Using a Record
Now that you know how to open and create records, you’re ready to start working with them. For more detailed guidance on managing and editing records, check out our guide on Using a Record.