Previous Next JavaScript must be enabled to correctly display this content

## 3 How to’s

This topic describes about the different types of actions that the user can perform.

As a new user, the user need to perform a set of tasks that are similar in all the screens such as view, edit, delete existing records, and more.

When the user is working with records, it is important to remember that any records that user create, view, edit, delete, and more are determined by administrator settings such as user profile or permission set. Work with the administrator to ensure that the user have access to the records and data.

Now, you have learned how to work with your records, you might want to explore more advanced features.

- Access the Records
  This topic provides the systematic instructions to access the records.
- View the Records
  This topic describes about the various formats to view the records.
- Search the Records / Transactions
  This topic describes the instruction to search the records/transactions.
- Refresh the Records
  This topic provides the systematic instructions to refresh the records.
- Create / Configure the Records
  This topic provides the systematic instructions to create / configure the records.
- Copy the Records
  This topic provides the systematic instructions to copy the record.
- Unlock the Records
  This topic provides the systematic instructions to unlock the record.
- Reopen the Records
  This topic provides the systematic instructions to reopen the record.
- Delete the Records
  This topic provides the systematic instructions to delete the record.
- Print the Records
  This topic provides the systematic instructions to print the record.
- Authorize the Records / Transactions
  This topic describes the instruction to authorize the records/transactions.
- Minimize and Maximize the Records
  This topic provides the systematic instructions to minimize and maximize the records.
- Close the Records
  This topic provides the systematic instructions to close the record.
- Audit the Records
  This topic provides the systematic instructions to audit the record.