Create a UTA/Module Record

Create a Level 1 record in a UTA/module to track a new item. Record items might include a grant application or an asset that can be assigned to a user in SmartSimple. 

Who: Global administrators and UTA/module managers 

When to Create a UTA/Module Record

Create a UTA/module record when:

• Adding a new item to track in a UTA/module.
• Testing a UTA/module configuration before rolling it out to other users.

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Create a Level 1 Record

To create a Level 1 record in a UTA/module:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the New [Level 1 label] [+] button.
   • For example, New Grant Application or New Asset. 
3. Click the Type field, and select the relevant type from the drop-down menu. 
4. Click the other relevant fields, enter the needed information for this record, and click Save or Safe Draft.
   • Leave Status at its default value.

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Assign a Record and Update Its Status

To assign a record and update its status:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Open button to open a record.
3. Click the Lookup [binoculars] icon, and select a user.
4. Click the green Move To Assigned button in the submit bar.

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