To
create a record for the first time you should
You will then be able to enter the enquiry details and values in
the appropriate sections of the template. The ID number will be
automatically generated when details are entered into the relevant
sections.
To
add information to an
existing record, for example to enter settlement
details, click on ‘Find Record’. This will open another
box. At the bottom of that box you will see a tick in a box at the
side of the words ‘Search Only Current Field’. Click on
the tick to clear it. Then click in the ‘Find What’ box
and enter the appropriate file reference. Click on ‘Find
Next’ and once the appropriate record appears on screen click
on the ‘Close’ button in the ‘Find Record’
box. You should now be looking at the record you want to add to or
amend. To move between boxes use the mouse (left hand click). If
you cannot find a record by entering the file reference try the
same process again but enter the name of the case instead. If that
does not work speak to your B2 manager or the Penalty Portfolio
Holder.
When you have
finished entering details and values click on
‘Close Form’ if you want to return to the main menu
screen or on ‘Add Record’ or ‘Find Record’
if you want to record details for another case.
The details and values are saved automatically.
To exit the database completely, please click on
‘Exit’ on the Main Menu screen.
