Create a Single New Item Record Manually

To create a new item record manually:

  1. Open the Item Record workform.
  2. Select File > New, press CTRL+N, or click the New button.

The New Item record dialog box appears.

  1. Select one of the following options:
    • Clear Work Form - Create a new item record without any information filled in.
    • Copy Existing Work Form - Create a new item record with the same information as the item record you have open.
    • Use Existing Template - Create a new item record with information from a template. When you select Use Existing Template, select the template from the list.

The new Item Record workform, Cataloging view appears.

  1. Enter information for the item record by following the steps in Enter basic information for an item record.