Slide 1:

• The following screens will illustrate the scenario where you're creating an Intake record for a group of 5 new objects, and creating those 5 object records attached to the Intake record.

Slide 2:

• Action-oriented page
• Shows list of recent activities on the right
• Click Intake radio button

Slide 3:

• Click Create Quick Record button to bring up a blank new Intake record

Slide 4:

• New Intake record
• Has not been saved yet
• Fill in information

Slide 5:

• Title and number at the top of the page is updated based on the information entered
• Click Save in the bottom bar

Slide 6:

• "Saved at:" shows up at the top right of the page
• The "right side" is active now
• The related authorities entered in the form show up on the right side
• Other records can now be related to this record
• Find field in the bottom bar for quick search within the page
• Click +add in the Related Objects section in order to add 5 new object records

Slide 7:

• Popup to add more related objects
• You can relate existing object records or create new ones and relate them
• Suppose you want to add an existing object record about Bolex camera, and:
• Search for "Bolex camera"

Slide 8:

• As you type inside the search field, matching record titles show up in the table below.
• Suppose you realized you want to create 5 new records
• Click on the dropdown under "Create new:"

Slide 9:

• 4 different ways to create new object records show up in the dropdown
• Select New from scratch

Slide 10:

• Click create

Slide 11:

• This series of screens will take you through the object record creation process
• The Intake record number shows up at the top of the screen, to remind you that the objects being created are for that Intake record
• Brief information about the Intake record shows up on the right
• You want to create 5 records, not just 1, so:
• Click Number of objects dropdown and change the number to 5

Slide 12:

• 5 rows are now active
• Fill in brief information about the 5 new objects

Slide 13:

• Click Create

Slide 14:

• Confirms that you've created the 5 objects.
• You can go to individual object record and put in more information, or
• go back to the Intake record and continue editing.
• Click Back to Intake IN2004.002

Slide 15:

• The Intake record shows the 5 newly created object records under Related Objects
• Click on the first related object record "Girl in a box"

Slide 16:

• The Object record 'Girl in a box' shows IN2004.002 under Related Procedure