How to create a record set

Table of contents

Record Sets can be created and shared.

Note: Be aware that a shared Record Set that is deleted will be deleted for all users.

How to create a new Record Set

Use a query to find the records wanted.

In the Results view, make sure that some of the records have been selected, and click on the Create a Record Set button in the top right.

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Click on the name of the Record Set created to open and browse the records. You will be asked if you are sure you want to leave the page. If you have finished the query click Leave. Otherwise, click Cancel. Then right click the link to the Record set and open in a new tab.

How to share a Record Set

When you have opened a Record Set you will be able to share the url with another Specify user. Be aware that if the person who created the Record Set then deletes it, it will be deleted for all users.

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How to save a Record Set locally

To save a Record Set locally, you will need to create a new Record Set. One way to do this is to run a query on the existing Record Set.

Click on the Edit icon to the right of the Record Set name

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In the pop-up box, click Query

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Select a simple barcode query and do not set any filters

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In the Results page, be sure to select all the records, then click Create Record Set and Save.

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This Record Set will now be saved locally.