User Manual - Tabs

Tabs

The top of each record contains a number of tabs. The tab labeled “Current Record” on the far left is the Primary tab for the record type you’re editing - in the example following, an Intake record. The tabs to the right of the Primary tab are Secondary tabs. These tabs may be used to view, create, and edit related records (e.g. a Cataloging record related to an Acquisition, or a Location and Movement record related to an Intake). 

To move to a secondary tab, first save the information in the primary tab if you’ve made any changes. Next, select the secondary tab you’d like to navigate to – Cataloging, in this example. If you’re working with a new record, the secondary tab will be empty.

Within the secondary Cataloging tab, there are several options. You may add a relationship between the Intake record and a completely new Cataloging record, add a relationship to an existing Cataloging record, or edit a related Cataloging record.

Adding a new Cataloging record

To add a brand-new Cataloging record and relate it to your current record, select the + Add record button on the right.

A dialogue box will appear allowing you to either search for an existing record or create a new record. To create a new record, select the Create button.

After selecting Create, a new, blank, Cataloging record will appear within the secondary tab. Fill out the record and click Save.

Once the record has been saved, the relationship can be seen in the related records list in the secondary tab. Please note: records created via the secondary tab are in no way subordinate to the record in the primary tab; primary and secondary is only a reference to the information architecture and not the record’s status in the system.

Adding a relationship to an existing record

To add a relationship to an existing record, select the + Add record button.

Enter a search term into the search box in the dialogue.

When your search results appear, select the records you would like to relate using the checkboxes, and then choose Add to current record.

After selecting Add to current record, the newly added records will appear in the related records list in the secondary tab.

Editing an existing record via the secondary tab

To edit a related record via the secondary tab, select the record’s identification number in the related records list. An editable version of that record will appear below the related record list. At any time, you may select Go to record to go to the related record’s main entry. You may select the green X in the list or Delete this relation to delete the relationship between the two records. This will not delete either record, just the relationship between them.