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  1. In the Lists pane, click on New.

  2. In the New List window, add criteria in the List information section:

  3. List name : The name that will appear on the list. If you are creating a shared list, prefix your list with your institution code

  4. Description (optional): Explain what purpose the list serves

  5. Visibility: Define if other uses can view the list. A shared list is visible to all users. A private list is available only to you

  6. Status : Set the list as active or inactive

  7. Select the appropriate Record type. You can only query one type of record. Query fields and result headers will depend on the record type chosen.

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