Creating records is a fundamental function within Apricot. Records are the individual data points that are stored in the system, and by mastering record creation, users can effectively capture the information their organization needs to drive meaningful insights and decision-making.

Apricot has built-in safeguards to prevent users from inadvertently editing the same record simultaneously or creating duplicate records. For users who need to create multiple Tier 2 records at once, Apricot provides the Batch Records tool. This feature allows users to select a group of Tier 1 records and then generate identical Tier 2 records for each one, saving time and effort.

To create a new individual record, users can navigate to the "My Apricot" tab, select the appropriate form from the Search Records category of the navigation bar and click the "New [Form Name]" button. This will open a blank record for them to fill out. When creating a new record, users can assign it to a specific program within the system, which helps to organize and report on the data later.

Read the articles below to learn best practices for creating new records that ensure data integrity and efficiency.