How to Add, Change or Delete Primary Sources to/from the drop down list

Open the Primary Sources window

1: Click Admin on the Menu.

2: Click Primary Sources from the drop down list – the Primary Sources window will open.

Add a Primary Source

1: Click New – the New Primary Source window will open.

Give the Source a Name

1: Type the Primary Source description. If required, see How to add a new secondary source

2: Click OK to close the window and save the changes.

Change a Primary Source Description

1: Select the Primary Source to Edit.

2: Click Edit.

Edit the Primary Source description

1: Type a new Primary Source description. If a Secondary Source description needs to be changed click here to see how.

2: Click OK to save the changes and close the window.

Delete a Primary Source

1: Select the Primary Source to be deleted.

2: Click Delete – the Primary Source (and any attached Secondary Sources) will be DELETED.

3: If deleted in error – click Undelete to ABORT the action – All attached Secondary Sources will Undelete too. – To delete a Secondary Source only, click here to see how.

4: Click OK to close the window.