In this section, the configurations for custom Watch Lists will be described.
Control List Management
To access Watchlist Management, go to the side menu, select the Watchlists dropdown, and choose the List Management option.
En esta pantalla aparecerá las Listas de Control personalizadas que haya creado un usuario. Además, estas serán editables y se podrán dar de alta nuevas si fuese necesario.
Creating a Control List
The Add List button will redirect the user to a screen similar to the edit view, where they need to enter the relevant data for the new custom Watchlist. To save the new list and view it in the list, the user must click the Save button.
Fields marked with a red asterisk (*) are mandatory.
Editing a Control List
Clicking the Edit button for the corresponding Control List will open the edit screen where the user can modify the name or description.
Fields marked with a red asterisk (*) are mandatory.
Record Management
En esta pantalla se muestra un listado de los registros creados para las Listas de Control personalizadas. A través de ella, se podrán añadir nuevos registros y editar o eliminar los ya existentes.
To access Watchlist Management, go to the side menu, select the Watchlists dropdown, and choose the Record Management option.
Adding a Record to a Control List
The Add Record button will redirect the user to a screen where they need to enter the relevant data for the new record. To save it and view it in the list, the user must click the Save button.
Fields marked with a red asterisk (*) are mandatory.
Editing a Control List Record
Clicking the Edit button for the corresponding record will open the edit screen, where the user can modify the name, surname, record type, or the Watchlist it belongs to, among other data.
Fields marked with a red asterisk (*) are mandatory.
