---
title: "Managing and organising records in Cintra iQ"
slug: "managing-and-organising-records-in-cintra-iq"
updated: 2026-06-10T11:26:25Z
published: 2026-06-10T11:26:25Z
canonical: "help.cintra.co.uk/managing-and-organising-records-in-cintra-iq"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing and organising records in Cintra iQ

> [!NOTE]
> **Wizards**
> 
> Wizards are customisable to suit your needs. Contact Cintra's Support team for more information.

- Click the ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064489.png) button on the **Toolbar**.
- Right click your mouse in the **Navigator** and select the menu item: New.

These methods open the first in the series of forms relevant to the folder. You can move through the forms in the wizard by clicking the **Next** button. You may not want or need to complete all of the forms in the wizard so you can click the **Finish** button at any time.

The forms in a wizard are some of the same forms that are displayed to the right of the **Navigator**, for the particular folder that you are in. If you need to go back and finish off any data entry or amend any records after you have left the wizard, you can access the relevant form(s) from the **Forms** list.

> [!NOTE]
> **Note:** Some records have dependencies which you can view by clicking the parent item's expand icon.

To record a new starter (employee), you will use the **New Employee** wizard. But first you must create the new starter's personnel record before you can add them as an employee. Also, depending on your organisation, you may need a valid **Post** record which needs a valid Job record. To pay an employee in a **Post**, if you are using **Salary Management** and **Spine Point** tables, you will need to have a valid **Grade** before you can attach the relevant **Spine Point**.

## Collections

A **Collection** is an alternative method of selecting a group of records from the **Navigator.** This is useful if you want to work with or report on a selection of records that are not defined through a filter.

> [!NOTE]
> **Note:** When a **Collection** is closed, it is cleared and unavailable for use. Collections can be the following:

- Applied to the whole database like categories, but not attached to a report definition.
- Created from groups of records that do not have anything in common.

### To create a collection

1. Open the collection dialog. Click the **Use Collection** button between the **Folders** and **Navigator**. The **Collection** window appears.
2. Drag one or more records into the **Collection** window.
3. Click the **Activate** button. The collection of records appear in the **Navigator**.

> [!NOTE]
> **Note:** This button toggles to **Deactivate** so that you can remove the collection when necessary.

### To move several records

1. Press **Ctrl** on your keyboard and left-click (mouse) the desired records in the **Navigator** at the same time.
2. Release **Ctrl**, hold the left-click and drag the records to the **Collection** window.
3. Release the left-click. The records are moved.

### To move a range of records

1. Press **Shift** on your keyboard and left-click (mouse) the desired records in the **Navigator** at the same time.
2. Release **Shift**, hold the left-click and drag the records to the **Collection** window.
3. Release the left-click. The records are moved.