How do I create a new record from the Home Page?

The +New Record button on the Home Page allows you to quickly start a new record in any module available to you. Depending on the module type, you may be prompted to enter an address first.

Steps to create a new record:

1. From the Home Page, click +New Record in the top toolbar.
   
   
   
   

2. In the menu that appears, select the module for the new record. Or use the module search bar to quickly locate the module, especially if many modules are available to you.

   • If the module is property-related, you’ll be prompted to enter or search for an address before continuing.

   • If the module is not property-related, you’ll go straight to the form view.

3. Fill out the records form fields as required.

4. Click Save to complete the process.

Additional Resources in GovPilot Academy:

• Guide: Navigating the Home Page

• Certification: Essentials

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