Create a record

There are many different types of record in the STRUMIS system and you can create most of them using the following instructions. Other methods are available; they are listed in the notes below.

Use the search facility to make sure the record is not already in the system.

See Find and edit an existing record if you need help with this.

1.            Click a module in the sidebar menu.
The menu items for the module are listed at the top of the sidebar menu.

2.            Click the type of record that you want to create.
The search form for the record type is displayed.

 

3.            Click the New button in the top right-hand corner of the search form.
The form for the record type is displayed.

4.            Fill in the necessary information and click Save.
A new record is created.

There are other ways to create a record. They are listed below:

§               If you are creating more than one record of the same type with similar details, use the Save As New button.
When you have completed and saved the first record, you can simply change the name and click Save As New to save the same details under the new name.

§               From the main menu:
Click Home, then New. Select a module and the type of record that you want to create.
The form for the record type is displayed and you can fill in the necessary information and click Save.

§               The differences between Save and Save as new are as follows:

  1. Save- Edits an existing record and overwrites it.

  2. Save as New- Creates a new version of the saved file.

§               From the System Navigation form:
First, make sure that system navigation is switched on. To do this, in the main menu, click View, then click Display Navigation View until the button turns yellow and the System Navigation form is displayed.

Now, when you click a module in the sidebar menu, the System Navigation form shows a flow diagram of the major steps required for the module. Some of the steps are to create new records. Click a box to create the record. Clicking on a box that contains the word "new" will result in STRUMIS opening a window to create a new record.