Create a record in a Program

How to create a record in a Program

Steps:

  1. Click Configure within the record header.
  2. All records already part of the Program and any additional record you have access to will be listed.
  3. Select + Create in the top right corner to add a record to the Program
    1. Select the type of record you wish to create.
    2. Follow the steps on the wizard

Note: All records can be moved between Programs.