Log a Record in the CSM Browser Client

Browser Client records are very similar in appearance and functionality to Desktop Client records.

To log a record in the Browser Client:

  1. Log in to the Browser Client.
  2. On the Browser Client menu bar, select New.
  3. Select the type of record from the drop-down (example: New Incident). The record opens in the main pane.
  4. Complete using the appropriate workflow and save the record.