# Records

Records store and manage information in SureCloud.

You can open records from tables, tasks, recent items, and workflow links.

### Create records

If you have permission, you can create records from:

* a table in an application
* another record as a linked record
* the **Create** option on your homepage

### Record layout

When you open a record, SureCloud shows a consistent layout.

You will usually see:

* the **record name** in the top-left
* the **workflow status** in the header, if one is configured
* the **three-dot menu** in the top-right for record actions
* **sections** that group related fields together

Scroll through the sections to review or update the record.

### Edit record fields

Record fields capture structured information.

Depending on the record design, you may be able to:

* enter text or numbers
* select values from a dropdown list
* turn switches on or off
* enter email addresses

Some fields include guidance to show what to enter.

{% stepper %}
{% step %}

### Open the record

Go to the record you want to update.
{% endstep %}

{% step %}

### Select a field

Click inside the field you want to edit.
{% endstep %}

{% step %}

### Enter or update the value

Add the required information.
{% endstep %}

{% step %}

### Move to the next field

Press **Tab** or click into another field.
{% endstep %}
{% endstepper %}

### Record actions

Use the three-dot menu in the top-right corner for common record actions.

<table data-view="cards"><thead><tr><th>Action</th><th data-card-target data-type="content-ref">Page</th></tr></thead><tbody><tr><td>Version History</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/wARAJuMGBDXB6teBvxlh">/spaces/p7T8DIv13tA4h2Y49bOp/pages/wARAJuMGBDXB6teBvxlh</a></td></tr><tr><td>Export a Record to Word</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/OncgGCClii9EIQykw6Ad">/spaces/p7T8DIv13tA4h2Y49bOp/pages/OncgGCClii9EIQykw6Ad</a></td></tr><tr><td>Confidential Record Access</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/w6bovsdj7xvqLOApryZ1">/spaces/p7T8DIv13tA4h2Y49bOp/pages/w6bovsdj7xvqLOApryZ1</a></td></tr></tbody></table>

### Related record features

Some records include extra visual or linked components.

<table data-view="cards"><thead><tr><th>Feature</th><th data-card-target data-type="content-ref">Page</th></tr></thead><tbody><tr><td>Questionnaires</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/gUEtM9g0N8ptWIRw9f78">/spaces/p7T8DIv13tA4h2Y49bOp/pages/gUEtM9g0N8ptWIRw9f78</a></td></tr><tr><td>Linked Record Tables</td><td><a href="/spaces/p7T8DIv13tA4h2Y49bOp/pages/HpoZcKIwttlJpHUxHEVT">/spaces/p7T8DIv13tA4h2Y49bOp/pages/HpoZcKIwttlJpHUxHEVT</a></td></tr><tr><td>Record Progression</td><td><a href="/pages/P8CFq6zxH9V8jMiuLZSn">/pages/P8CFq6zxH9V8jMiuLZSn</a></td></tr><tr><td>Evidence Collection</td><td><a href="/pages/ZzKnVO0xPehGO8kLcEre">/pages/ZzKnVO0xPehGO8kLcEre</a></td></tr></tbody></table>


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