Single Record Entry
This is a type of custom OWL import record that can be created manually on OWLdocs without uploading a file. This behaves the same way as the OWL import data, but without any actual file.
Steps to create a Single Record Entry:
1. Go to the OWLdocs page.
2. Click on the Add Single Record Entry button present in the right-hand corner.'
3. This will open the Single Record Entry page with all the required fields like Attributes, Record metadata, and Compliances.
4. To add attributes to the Single record entry, first select a category from the category dropdown. Once the category is selected then select an attribute.
5. After selecting the attribute, the Value field will be enabled. Enter the data into the Value field as per the field type and click on the save button to partially save it.
6. Each attribute can be edited and removed from the action menu of each attribute.
7. Similarly, multiple attributes can be added to the Single Record Entry with respective value information.
8. You can save the mapping attributes as a template for future use easily by clicking on the Save Mapping Template button.
9. This will open a pop-up to enter the Template name. Enter the unique template name and click on the save button.
10. The saved templates can be used to create a new single record entry, which is available under the Select Mapping Template button.
11. This will show a pop-up with available templates. Select the template to auto-select all the attributes without a value. These attributes can be edited or removed during creating a single record entry.
12. After adding the attributes, add the Record Metadata information.
13. Provide the required fields - Single Record Entry name, Data Source, Record owner, and Department.
14. The Single Record Entry can be linked to a Case/Subject by selecting them from the case and subject dropdown.
15. Click on the +Add Keyword button, which will show the field to add keywords. Enter keywords with a separate comma. Click on Save keyword.
16. Add the compliance data based on the requirement. For a Single Record entry, the compliances that can be applied are from OWLdocs only.
17. After adding all the compliances, click on the Create button to create the Single record entry.
18. Once the record is created, it can be viewed from the OWLdocs & vault page. The Record Status will be OWLimport PROCESSED by default.
19. To view the attributes and the file metadata information, simply click on the file name from the OWLdocs or Vault page, and it will redirect to the Import record page.