Knowledge Base

Record Page - How do I add a record on to Riliance?

Last Updated: Dec 07, 2018 10:58AM GMT

1) On the home screen, select Add, and click the module you wish to add a record to.
 

2) On the input page, enter all relevant details in to the input boxes.
NB Each module has a different set of required fields, which must be completed in order to save the record. Click here to see each modules required fields.

3) Once you are happy that you have entered all relevant information, press Save.
 

4) If further action is required a pop-up window will appear, where you will be able to assign the task to a user, as well as stipulate any completion timescales.
 
5) Once you are happy that you have entered all relevant information, press Schedule Task.

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