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 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 to the classification tree under a specific classification code as defined by the Class attribute. If no classification code is defined, the record is added under unclassified.
    Note: The new record is not saved in the database yet. It is only used on the canvas.
  3. To save a newly created record in the database, you must drag and drop the record on the canvas and then click Save and Process.