Records Management
This section brings together all documentation concerning the creation, modification and management of records in Avanteam Process Suite.
Available Articles
Record Manipulation
- Create and Modify Records - Create new records and modify existing records
- Understanding Forms - Structure and use of input forms
- Using Attachments - Add, manage and view attachments to records
- Managing Versions and Archiving - Version tracking and record archiving
- Check-in/Check-out Records - Locking and unlocking records for modification
Overview
Records management is at the heart of daily use of Avanteam Process Suite. Records represent the business data (documents, requests, incidents, etc.) that you manipulate in the application.
Mastering the creation, modification and lifecycle management of records allows you to fully exploit the application's capabilities and work efficiently on a daily basis.
Recommended Reading Order
For optimal mastery of records management, we recommend following this order:
- Start by learning to create and modify records to master basic operations
- Understanding forms to efficiently enter information
- Learn to use attachments to associate documents with records
- Master version management and archiving to track record evolution
- Discover check-in/check-out to work in collaborative mode without conflicts