Managing Records & Actions

Creating and Managing Records

•   What is a Record?
•   Creating a Record
•   Starting / Completing a Record
•   Publishing a Record

Adding Evidence (Actions, Resources & Reflections)

•   FAQ - What are 'Actions'?
•   FAQ - How do I add a new 'Action'?
•   FAQ - How do I update progress on my Actions?
•   FAQ - How do I add Resources and Reflections to a Record?

Managing Record FAQs

•   FAQ - Why can't my staff member view this record? (Admin)
•   FAQ - How to Export Records?
•   FAQ - How to Edit Details of a Record?
•   FAQ - What do Statuses mean on a Record?
•   FAQ - I have created a new record, but cannot see it, why is this? (Admin)