Creating a New Record

For creating a new record, a context menu is provided. This option can be seen when you right click either the classification scheme node or the classification code node in the classification tree.

Procedure

If you have the permission to create a record, the context menu is enabled, otherwise it would be disabled.

  1. Click Add New Record menu. A record attribute panel opens to create a new record.
    Hierarchy Management Add New Record
  2. After adding record attributes and applying the changes, the record is created and the classification tree is updated with the new record. After the necessary information is added click Apply.
    Hierarchy Management Record Attributes
    The record is added in the classification tree under a specific classification code as defined by Class attribute. If no classification code is defined, the record is added under unclassified.
    Note: The new record is not saved into the database yet. It is only for the purpose of using it on the canvas.
  3. To save a newly created record in database, you must drag and drop the record on the canvas and then click Save and Process.