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11h. Additional Records

To add additional record click users and then select the required user's profile:

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Click on the Additional Records tab under the user's profile.

Note; If the records additional records tab is not visible, this feature may not be enabled on your LMS, please contact support:@boltlearning.com for more details. 

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This will now open the additional records page, which will list any existing records. 

To create a new record click the '+Add additional record button'. 

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Enter the required information:

Type: These are a list of all available record types set up by the users with relevant management.

Note; If no record Types are available, please contact your system administrator, alternatively, if you have the required permissions, follow the instructions detailed further down the page.

Subject: Enter the subject associated with the record. The subject needs to be clearly understood by future users. 

Notes: Enter text-based notes is required.

Timestamp: You are able to enter/update timestamp associated with the record. 

Attachments: You are also able to upload an attachment against a users profile. Please ensure that all files are optimised as these will affect the LMS storage.

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Once complete, click the 'Create additional record' button.

 

Create Additional Record Types

 Click on settings and then select Additional record types from the dropdown menu.

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The page will display a list of existing records types. To add a now record type, click '+ Add record type'.

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Enter the name or the record type that you would like to add. 

Note: If your LMS is enabled with multiple languages, you will need to provide the relevant translations.

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Click 'Create additional record type to save and exit.

The new record will appear and be listed on the landing page. 

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