Effective data entry is the foundation for getting the most value out of your Apricot database. As the central hub for your organization's information, Apricot relies on users to accurately and consistently input data through a variety of forms and records.

At the heart of Apricot are the forms - the templates used to collect data. Administrators have access to a robust set of standard and specialized form fields that can be configured to meet the unique needs of any organization. These forms serve as the entry points for creating new records, which are the individual data points stored in the system.

Building effective forms requires careful planning and ongoing management. Administrators must consider the types of data their organization needs to collect, design forms accordingly, and then maintain those forms over time as requirements may evolve. This includes tasks like editing field properties, controlling user permissions, and leveraging advanced features like linking fields to connect related data across multiple forms.

Once the forms are set up, users can begin creating records. This involves navigating to the appropriate form, filling out the required fields, and saving the new record within the appropriate programs. After records have been created, users can manage them through the Document Folder. Here, they can search for, view, edit, copy, and even archive records as determined by the user's access and form permissions.

Review the articles listed below to learn our best practices for data entry in Apricot, including but not limited to form and record creation and management.