Adding and Editing Records

One activity you'll use all over Surpass Cloud is adding, editing, and deleting records. This includes patrons, resources, resource lists, categories, etc.

The basic steps for adding, editing, and deleting records are the same across all of Surpass Cloud. Once you know how to do it in one place, you know how to do it everywhere.

Adding Records

1. Click the Add New button, which appears near the top-right corner of the page.
   
   This will switch the record from View to Add mode and show a form for you to fill out.

2. Fill in the form with information for the new record you are adding.

3. Click the Save button at the bottom or top of the form to save the new record.
   

If you change your mind about adding a new record, click the Cancel button on the right side of the header at the top of the form.

Editing Records

1. Find the record you want to edit by searching and/or selecting from the list.

2. After you have selected the record you want to edit and the detail for it appears in the detail view on the right side, click the Edit (pencil) button on the right side of the header at the top of the detail pane.
   
   This will switch the record from View to Edit mode and show a similar form you used for editing.

3. Make any changes you want to the record.

4. Click the Save button at the bottom or top of the form to save the new record.
   

If you change your mind about editing a record, click the Cancel button on the right side of the header at the top of the form. This will cancel any changes you have made.

Deleting Records

1. Find the record you want to delete by searching and/or selecting from the list.

2. After you have selected the record you want to delete and the detail for it appears in the detail view on the right side, click the Edit (pencil) button on the right side of the header at the top of the detail pane.
   
   This will switch the record from View to Edit mode and show a similar form you used for editing.

3. Click the Delete button at the bottom of the form to delete the record.
   

4. You will be asked to confirm the deletion of the record. Answer "Yes" to delete it or "No" to cancel the deletion.