Add a Monitoring Record
Note: Monitoring Programmes must be set up first in the Monitoring module before a Monitoring Record can be created. Click here to access the article on setting up a Monitoring Programme.
A Monitoring Record can be added in three ways. Below are the steps that must be carried out in order to add a Monitoring Record. Expand each step below for further explanation.
Option 1: Using the 'Add Record' Button within the Monitoring Module
To manually add a Monitoring Record in the Monitoring module, navigate to the Monitoring module via 'Monitoring>Monitoring' and click the 'Add Record’ button.
Image: Navigation to Monitoring Module, and Click 'Add Record' Button
A pop up will appear on screen prompting you to select the Monitoring Programme for which you wish to add the Monitoring Record. Using the dropdown, or typing into the box, source your preferred Monitoring Programme and click 'Create'.
Image: Monitoring Programme Pop-Up Screen
Image: Selecting the Monitoring Programme to create the Monitoring Record from
Image: Clicking the 'Create' Button to generate a New Monitoring Record
Once created, the Monitoring Record will open on the Monitoring 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 Monitoring Record
Note: For further explanation on how to complete the Workflow Stages of the Monitoring Record, see here.
Option 2: Using the 'Actions>Add Record' Buttons of a Specific Monitoring Programme
To manually add a Monitoring Record from a Monitoring Programme, navigate to the Monitoring module via 'Monitoring>Monitoring', access the 'Plan’ tab and locate the Monitoring Programme you wish to raise the Record from.
Image: Navigate to the Monitoring Module, Access 'Plan' Tab and Locate the Monitoring Programme
Once you have access the Monitoring Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Monitoring Record.
Image: Using the 'Actions>Add Record'
Once created, the Monitoring Record will open on the Monitoring 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 Monitoring Record
Note: For further explanation on how to complete the Workflow Stages of the Monitoring Record, see here.
Option 3: Using the 'Scheduler' within the Monitoring Programme
If the Scheduler has been set within the Monitoring Programme, Monitoring Records will be automatically generated by the system at the frequency detailed.
Note:For further explanation on how to set up the Scheduler within the Monitoring Programme, seehere.
Image: Monitoring Programme - Scheduler Details
Monitoring Records generated via a Scheduler will be placed in the 'Actions' tab of the Monitoring module and opened in the Monitoring Record workflow stage.
Image: Monitoring Record Generated via a Scheduler in Actions Tab of the Monitoring Module
Image: Monitoring Record Ready to be Completed (First Workflow Stage Saved - Record Created)
Note: For further explanation on how to complete the Workflow Stages of the Monitoring Record, see here.