Overview of Task Page Elements

When you select a particular task from the dashboard or navigation toolbar, the corresponding task page appears. Although the specific fields and options on a task page vary from one task to another, some elements on the task page are used for multiple tasks. This section provides an overview of the pages and elements used when editing, uploading, and searching for records.

This section covers the following topics:

Navigating Record Forms

Uploading Records

Searching for Records

Evaluating Advanced Search Criteria

Performing Actions on Records