A property card provides visibility of a Records properties, associated files and complete history from creation to current status. Each record property card will open in a new browser tab.
Depending upon the web browser being used, the user may have to allow pop-ups, as these can prevent new tabs from opening.
Tabs visible on the left hand side are based upon user access rights.
Example:
See Record Tabs
Contact your System Administrator if you require additional tabs.
Every property card has fields, which are used to hold information about the record.
When a new record is created some fields may have a default value (defined by your System Administrator) and others will be blank.
Fields marked with an
are required fields and must be completed before the record can be saved.