Create a New Community Record in the Staff Client

To create a new community record in the Polaris staff client:

  1. Create a new community record using one of the following methods:
    • Select File > New, press CTRL+N, or click the New button from the Polaris shortcut bar to access the New dialog box. Then, select Cataloging Objects, and select Community Record.
    • Open an existing record in the Community Record workform, select File > New, and select Copy workform to copy all the information in the workform and give it a different name, or Clear workform to start with a blank workform.
  1. Enter information in the Community Record workform using the instructions in the following sections:
  1. Preview the PAC display of the community record. See Preview the community record from the staff client.
  2. Save the community record.