Manage Locations and Assignees

 Article Contents

To begin working with non electronic records, the locations and assignees list should be updated. The home and owner locations of a record uses the same values available in the locations list.

To manage Locations list

  1. In RecordPoint, under the Management menu select Settings
  2. Select Manage Locations
  3. Select New Item to add a new location
  4. Provide a title and save
  5. The new location is saved and a barcode generated

To manage Assignees list

  1. In RecordPoint, under the Non Electronic menu select Barcode Scanning
  2. At the end of this page, select the Assignees link
  3. Select New Item to add a new assignee
  4. Provide a title
  5. In the assignee field, start by entering a name or email address of the person to add to this list