Create a Family

Steps

  1. Access the Family Management page.
  2. Depending on the type of family that you want to create, select Entity or Relationship.

    The list of families arranged in a hierarchy appear in the left pane.

  3. Navigate to the family under which you want to add the new family. To add the new family at the root level, select the Home folder.

  4. Select .

    The Information tab appears displaying an empty form.

  5. As needed, enter the required values in the form fields.

  6. Select .

Results

A confirmation message appears, indicating that the family has been saved, and the new family appears in the list of families. Additionally, the following tabs appear in the right pane:

 

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