Records in the platform serve as structured containers for storing and managing information. Each record follows a consistent format, making it easy to navigate, interact with, and update.
Understanding the Record Layout
When you open a record from any table, it is presented in a clean, structured layout to help you view and update information efficiently.
-
The record name appears in the top-left corner.
-
The context menu (⋮) in the top-right corner provides access to key actions, such as version history and exporting.
-
Below this header area, the record is divided into sections, each containing related fields for capturing or displaying information.
You can scroll through the sections as needed to review or update data.
Interacting with the record
Working with Fields
The main record page contains structured fields where users can:
- Add text or numbers (up to two decimal places).
- Select values from a dropdown list.
- Toggle switches on/off.
- Enter email addresses where required.
Each field provides guidance on the type of information required, which can be customized as necessary.
How to Edit Fields
- Click inside the field to edit.
- Enter the required data.
- Press Tab to move to the next field.
Context Menu
Quick Actions for Records
The context menu (⋮) in the top-right corner of a record provides quick access to key actions:
Version History
- Allows users to view and track changes made to the record over time.
- Each version logs key updates, helping you understand how and when the record was modified.
For detailed instructions, refer to Version History.
Download Word Document
- Generates a formatted Word document populated with the record’s mapped data.
- Useful for generating reports, letters, or contracts based on the record information.
For step-by-step instructions, see Exporting a Record to Word.
Linked Record Tables
Linking and Managing Records
Records can display relationships with other records through a linked records table.
For example, a table might allow you to add Tier Assessments to a Third Party record.
How to Link Records
- Link Record: Select and link an existing record.
- Create Record: Generate a new record and automatically link it to the current record.
Questionnaires
Answering a Questionnaire
Records may include questionnaires requiring users to answer a series of questions.
Each question provides guidance to ensure accurate responses.
Reviewing a Questionnaire
If your assigned role allows question review:
- A scoring option will appear next to each answer.
- Users can assign scores from 1-5 and override any automatically generated scores.
- Justification comments can be added to explain score adjustments.
- Users can create and link records directly to questions to enhance remediation efforts.
Record Progression
Moving a Record Through Workflow
At the bottom of the record, progression buttons are available to move the record through its workflow.
The buttons displayed depend on:
- The type of record.
- The current stage in the workflow.
- If all mandatory fields have been completed.
Clicking a progression button can trigger actions such as:
- Sending emails.
- Creating new records.
- Assigning tasks to the next user.