There are two ways you can view a list of records. To quickly access your own records from the Home page, click the 'Assigned to me' section for the record type you'd like to view.
This will then take you to the Records area, and default to show just your records. Alternatively, you can click 'Records' on the main navigation.
You should then be shown a list of the records where:
- You are the observer / owner, or
- You are being observed, or
- A department, team, or staff member is being observed that you have permission to view.
To start a record which has already been created, click on the record name. You can also filter down the records shown by status, template type, date, and more or use the Advanced Search to filter further, e.g. by Staff/Department, etc.
To populate a record, click ‘Start’. Note: You cannot publish a record until a record date has been entered. Click ‘Edit Details’ to enter / amend this, if required.
The record will then open (example shown below), allowing you to complete the fields / focus areas. Some areas will be pre-completed, based on selections made when the record was created (e.g. Department/Team/Staff, etc.).
By default, AutoSave is enabled and will automatically save your record as you make changes, however you can also manually save changes by clicking ‘Save (CTRL + S)’ or by pressing Ctrl+S on your keyboard.
Any changes will no longer be highlighted once saved and the record status will update to ‘Draft’, enabling the Publish button (if a record date has been entered).
Once you’re finished click Close or Save & Close. You will then be taken to the detail page for that record.
If you have further records to populate, you can click 'Back to Record List' and repeat the process above for each. To edit the contents of your record you can click 'Modify' or to publish your record so it pulls through for analysis, click 'Publish'.
For more information on publishing your record, see our Publishing a Record article here.
