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04. Adding a new instance of a dataset

It is helpful to think of form datasets as ‘virtual pieces of paper’.  With this in mind, it may be necessary, from time to time, to add an additional instance of a dataset to the record of a staff member. 

For example, a staff member may be the subject of disciplinary proceedings.  These disciplinary proceedings would be captured within a single, discrete, dataset instance.  However, any future disciplinary proceedings would be captured on separate instances.  As such a ‘virtual pile of paper’ documenting the individual’s disciplinary track record would develop over time.

Adding a new instance via dataset view

In order to add an additional dataset to the record of a staff member via the firm view, please follow these steps:

  1. Select Workbench from the top menu.
  2. Select Datasets from the menu on the left-hand side of the screen.
  3. Navigate to the specific dataset that you would like to add.
  4. Click the ‘Plus’ sign to add a new dataset.
  5. You will be able to assign this dataset to the Person entity that represents a particular member of staff.

Adding a new dataset instance via Person entity view

It is helpful to think of form datasets as ‘virtual pieces of paper’.  With this in mind, it may be necessary, from time to time, to add an additional dataset to the record of a staff member. 

For example, a staff member may have a criminal record.  Each offence would be captured within a single, discrete, dataset.  As such a ‘virtual pile of paper’ documenting the individual’s criminal record would develop over time.

In order to add an additional dataset to the record of a staff member via the Person entity view, please follow these steps:

  1. Select Workbench from the top menu.
  2. Select Entity Database from the menu on the left-hand side of the screen.
  3. Select Person from the drop-down list of Entities.
  4. Select the Person entity which represents the member of staff for whom the new dataset instance is to be added.
  5. Select the specific dataset in relation to which a new instance is to be created.
  6. Click the ‘Plus’ sign to add a new dataset to the record of the individual.
  7. Click Save, then Close.
Previous 03. Updating an existing record
Next 05. Viewing the audit trail
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