Management Tab

The MANAGEMENT tab displays all of the management records below this one in the management hierarchy (all records for which this record is the parent). You can also create a new management record from this tab, and the new management record will automatically be placed below this record in the management hierarchy.

To add a new management record to the system and associate it with this record:

1. Select the Management record in which you want to create a new record (i.e., create a new "child" management record).
   
   

If the management record already exists in the system, go to that management record and use the SET PARENT function.  Once you've set this record as the Parent, then it will appear here on the MANAGEMENT tab.

2. Click the MANAGEMENT tab.
   
   
3. Click the NEW button.
   
   
4. Select the type of management record you are creating.
   
   
5. Click NEXT. The GENERAL INFO tab of a new Management Profile page appears.
6. Complete the profile, then click the SAVE button.
   
   

   Notice the entry in the PARENT field. The new management record is added to the system and is automatically placed below the current management record in the management hierarchy.
   
   

7. Click RETURN to return to the Management tab of the original record.
   
   

   The record you just created is listed.