· Adding a new record

To add a new record:

1.      In Edit Mode, click the New Record icon.

A blank new record will appear in the occupant information area.  If you have set a default city, state and ZIP/postal code in your Preferences box, those fields will already be filled in for you.

2.      Fill out the boxes by clicking in them and typing your information.  You don’t have to fill out all the boxes, but you do have to enter an occupant name, a preplan ID number and fill out the Address 1 box.

3.      To enter a Last Inspection date, click in the Last Inspection field. The current date is entered in the field automatically; to edit the date click the drop-down arrow to display the on-screen calendar.

 Select the desired date from the calendar.

4.      When you’re finished entering information, click the Save icon.