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Mobius User Guide |
Published Date: August 01, 2017
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18 Information Services |
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Create an Information Service Record
Note
Prior to creating a new Information Services record, a search must be conducted to ensure that a record does not already exist.
Anchor Point: Workspace - short cut Registration
- Select Information Services from the Registration section of the Shortcuts Panel.
- Select the type of Information Services link required.
- Enter search criteria and select Search.
- If no match is returned select continue. Mobius will proceed to registration.
- Enter all mandatory and required fields.
- Select Save if you are finished, or Save & Copy to enter in another record of the same type.
Note
When using Save & Copy, change the service dates for the second entry to avoid creating a duplicate.
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