1.     Click on an application of any status.

2.     Click on the Running Sheet button in the top right-hand corner.

3.     The View Running Sheet Records rollout will be displayed with records previously created either manual or automatic.

4.     Click on the “Add Running Sheet” button.

5.     New Running Sheet fields will be displayed.

6.     Populate the Nature Name drop down.

7.     Enter some text into the Details field.

8.     The Described Date will be prefilled with today’s date but can be configured as needed.

9.     The Describing User will be prefilled with the logged in user but can be changed in the type ahead.

10.  The Is Manual checkbox will be ticked and locked as the record is being added manually.

11.  Once done, click the “Save” button.

12.  The running sheet is saved, and the screen directs the user back to the list of the running sheets and the newly created one is shown in the list.