Create a new record

You can create new records by searching and navigating a personalized group of record types, which your agency administrator creates for you. When you create new records, you can also search for the record type by its alias name, which can make it easier to find the correct record type.

To create a record from Launchpad

Select the launchpad and select Create new record.
Select a record type.
Select Create record.

Note: After selecting Create record, Civic Platform opens the Application Intake Form. which contains all of the fields associated with that record. (See Record application intake form sections for more information.) The fields available in this form can vary depending on how your agency has configured it. Contact your agency administrator with questions.
Complete the fields with the appropriate information. See Record fields and sections for more information.
Select Submit.

To create a record from the Records page

Open the Records page.
Select New.
Select a record type.
Select Create record.

Note: After selecting Create record, Civic Platform opens the Application Intake Form. which contains all of the fields associated with that record. (See Record application intake form sections for more information.) The fields available in this form can vary depending on how your agency has configured it. Contact your agency administrator with questions.
Complete the fields with the appropriate information. See Record fields and sections for more information.
Select Submit.