To manually add a Batching Record in the Batching module, navigate to the Batching module via 'Monitoring>Batching' and click the 'Add Record’ button.

Image: Navigation to Batching Module, and Click 'Add Record' Button

A pop up will appear on screen prompting you to select the Batching Programme for which you wish to add the Batching Record. Using the dropdown, or typing into the box, source your preferred Batching Programme and click 'Create'.

Image: Batching Programme Pop-Up Screen

Image: Selecting the Batching Programme to create the Batching Record from

Image: Clicking the 'Create' Button to generate a New Batching Record

Once created, the Batching Record will open on the Batch Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.

Image: Blank Batching Record

To manually add a Batching Record from a Batching Programme, navigate to the Batching module via 'Monitoring>Batching', access the 'Plan’ tab and locate the Batching Programme you wish to raise the Record from.

Image: Navigate to the Batching Module, Access 'Plan' Tab and Locate the Batching Programme

Once you have access the Batching Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Batching Record.

Image: Using the 'Actions>Add Record'

Once created, the Batching Record will open on the Batch Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.

Image: Blank Batching Record