Creating and submitting records

You can create and submit records for all the record types defined in the schema from the HCL Compass Web interface.

About this task

To create and submit a record:

Procedure

  1. On the HCL Compass Web toolbar, click New Defect. To submit a non-default record type, click the arrow and select a record type from the list.
    Note:

    There is a separator line under the list of records types. Records that were previously opened are listed here, with the last record opened appearing at the top of the list.

  2. In the record form for the record type, enter the values for the record. Labels associated with mandatory fields and the tabs on which they appear are indicated by red text.
  3. Optional: Click on the Change View Mode icon, and choose how to display the record by selecting either List View or Tabbed View. If List View is selected, the Customize List View option is enabled. Click on the Change View Mode icon, and Customize List View and add or remove items from the view.
  4. Click Save. If any mandatory fields are empty, an Error page opens.

What to do next

Note: You can also create a record from the HCL Compass Navigator tree section in the Navigation pane. Right-click in the Navigation pane to display the pop-up menu and click New Record.